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Name Holding Trade Value Shares
Change 		Change in
Stake
SL
1301
Salomon & Ludwin
Virginia
$250K -$4.7K -20 -2%
NIM
1302
Northeast Investment Management
Massachusetts
$250K – – –
OIS
1303
Okabena Investment Services
Minnesota
$249K – – –
HA
1304
Harbor Advisors
Florida
$248K – – –
TCM
1305
Tradewinds Capital Management
Washington
$248K – – –
RAM
1306
Redmond Asset Management
Virginia
$247K – – –
CSIC
1307
Clifford Swan Investment Counsel
California
$247K +$58.7K +250 +31%
CWC
1308
Carolinas Wealth Consulting
North Carolina
$245K – – –
BJL
1309
Brighton Jones LLC
Washington
$245K +$1.65K +7 +0.7%
SWM
1310
Stockman Wealth Management
Montana
$245K +$39.9K +170 +19%
KM
1311
Kalos Management
Georgia
$244K -$123K -525 -33%
HR
1312
Howe & Rusling
New York
$244K – – –
WTC
1313
WhitTier Trust Company
Nevada
$243K -$117K -500 -32%
PWMG
1314
Pinnacle Wealth Management Group
Michigan
$243K +$247K +1,050 New
BTWM
1315
Baker Tilly Wealth Management
Wisconsin
$242K -$2.82K -12 -1%
LF
1316
Lee Financial
Texas
$242K -$235 -1 -0.1%
SAM
1317
Secure Asset Management
Michigan
$242K +$26.3K +112 +12%
NB
1318
NBT Bank
New York
$241K -$11.7K -50 -5%
BC
1319
Burleson & Co
California
$241K +$470 +2 +0.2%
MGIA
1320
Moneta Group Investment Advisors
Missouri
$241K +$13.2K +56 +6%
DCM
1321
Donaldson Capital Management
Indiana
$240K – – –
WPC
1322
Wedmont Private Capital
Pennsylvania
$240K +$60.2K +256 +30%
HPCM
1323
Hunter Perkins Capital Management
Illinois
$237K – – –
SL
1324
Summitry LLC
California
$237K – – –
HIC
1325
Hartline Investment Corp
Illinois
$237K +$187K +794 New
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