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Name Holding Trade Value Shares
Change 		Change in
Stake
RPA
1451
Rock Point Advisors
Vermont
$584K – – –
PFM
1452
Phillips Financial Management
Indiana
$583K -$18.2K -159 -3%
DIP
1453
DT Investment Partners
Pennsylvania
$580K +$217K +1,894 +60%
BA
1454
Broadview Advisors
Wisconsin
$569K – – –
FAM
1455
Forty4 Asset Management
Illinois
$564K +$565K +4,930 New
GIP
1456
Granite Investment Partners
California
$561K +$27.4K +239 +5%
EWM
1457
Empirical Wealth Management
Washington
$561K +$57.7K +503 +11%
SCA
1458
Salient Capital Advisors
Texas
$558K +$59.7K +521 +12%
AMG
1459
Asset Management Group
Connecticut
$557K +$459 +4 +0.1%
BBNB
1460
Baker Boyer National Bank
Washington
$556K -$8.03K -70 -1%
CISOA
1461
Capital Investment Services of America
Wisconsin
$538K +$37.6K +328 +7%
AI
1462
Accredited Investors
Minnesota
$536K +$1.03K +9 +0.2%
MPM
1463
Meritage Portfolio Management
Kansas
$535K -$24K -209 -4%
LI
1464
Lafayette Investments
Maryland
$535K -$23.9K -208 -4%
VWM
1465
Vector Wealth Management
Minnesota
$535K -$2.29K -20 -0.4%
VCM
1466
Violich Capital Management
California
$535K – – –
CM
1467
Capital Management
Virginia
$524K -$46.9K -409 -8%
SRC
1468
Stone Run Capital
New York
$521K +$520K +4,536 New
AAS
1469
Annex Advisory Services
Wisconsin
$517K -$29.5K -257 -5%
CL
1470
CPWM LLC
Washington
$513K – – –
BBPWM
1471
Blue Bell Private Wealth Management
Pennsylvania
$511K +$172K +1,502 +51%
LC
1472
Lubar & Co
Wisconsin
$511K +$200K +1,740 +64%
KFA
1473
Kelleher Financial Advisors
New York
$509K – – –
FC
1474
Fayerweather Charles
$507K -$2.41K -21 -0.5%
MIH
1475
Madison Investment Holdings
Wisconsin
$505K +$63.4K +553 +14%
57 58
59
60 61