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Name Holding Trade Value Shares
Change
Change in
Stake
MSA
2351
Marino Stram & Associates
Massachusetts
$278K +$278K +4,642 New
Dodge & Cox
2352
Dodge & Cox
California
$277K +$25.4K +425 +10%
CS
2353
Capital Square
Tennessee
$276K -$48.6K -812 -15%
M
2354
Mirova
France
$276K -$5.68K -95 -2%
CFC
2355
Coyle Financial Counsel
Illinois
$276K
S
2356
Surevest
California
$276K +$276K +4,616 New
MPW
2357
Monterey Private Wealth
California
$275K +$47.6K +796 +21%
GAB
2358
German American Bancorp
Indiana
$274K -$6.4K -107 -2%
TFA
2359
Transamerica Financial Advisors
Florida
$274K +$273K +4,566 New
SAM
2360
Security Asset Management
New York
$273K
BMO
2361
Beck Mack & Oliver
New York
$272K +$13.2K +220 +5%
PCM
2362
Pointe Capital Management
Michigan
$271K
OCPWS
2363
One Charles Private Wealth Services
Massachusetts
$271K +$329K +5,508 New
SWP
2364
Summit Wealth Partners
Florida
$269K
PAA
2365
Peregrine Asset Advisers
Oregon
$268K -$27K -452 -9%
BWA
2366
Burt Wealth Advisors
Maryland
$268K +$179 +3 +0.1%
AC
2367
Alley Company
Illinois
$267K
LP
2368
LGL Partners
Pennsylvania
$267K +$419 +7 +0.2%
VAM
2369
Verity Asset Management
North Carolina
$266K -$47.1K -787 -13%
DI
2370
Disciplined Investments
Oklahoma
$266K -$19K -318 -7%
NEPPG
2371
New England Professional Planning Group
Rhode Island
$266K -$17.8K -297 -5%
TWM
2372
Tolleson Wealth Management
Texas
$266K
SCM
2373
Sterneck Capital Management
Missouri
$265K -$8.97K -150 -3%
MPCG
2374
Matrix Private Capital Group
New York
$263K -$1.44K -24 -0.5%
RIM
2375
Rockbridge Investment Management
New York
$263K +$263K +4,391 New