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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2351
Selective Wealth Management
Virginia
$279K +$277K +4,640 +15,467%
MSA
2352
Marino Stram & Associates
Massachusetts
$278K +$278K +4,642 New
Dodge & Cox
2353
Dodge & Cox
California
$277K +$25.4K +425 +10%
CS
2354
Capital Square
Tennessee
$276K -$48.6K -812 -15%
M
2355
Mirova
France
$276K -$5.68K -95 -2%
CFC
2356
Coyle Financial Counsel
Illinois
$276K – – –
S
2357
Surevest
California
$276K +$276K +4,616 New
MPW
2358
Monterey Private Wealth
California
$275K +$47.6K +796 +21%
GAB
2359
German American Bancorp
Indiana
$274K -$6.4K -107 -2%
TFA
2360
Transamerica Financial Advisors
Florida
$274K +$273K +4,566 New
SAM
2361
Security Asset Management
New York
$273K – – –
BMO
2362
Beck Mack & Oliver
New York
$272K +$13.2K +220 +5%
PCM
2363
Pointe Capital Management
Michigan
$271K – – –
OCPWS
2364
One Charles Private Wealth Services
Massachusetts
$271K +$329K +5,508 New
SWP
2365
Summit Wealth Partners
Florida
$269K – – –
PAA
2366
Peregrine Asset Advisers
Oregon
$268K -$27K -452 -9%
BWA
2367
Burt Wealth Advisors
Maryland
$268K +$179 +3 +0.1%
AC
2368
Alley Company
Illinois
$267K – – –
LP
2369
LGL Partners
Pennsylvania
$267K +$419 +7 +0.2%
VAM
2370
Verity Asset Management
North Carolina
$266K -$47.1K -787 -13%
DI
2371
Disciplined Investments
Oklahoma
$266K -$19K -318 -7%
NEPPG
2372
New England Professional Planning Group
Rhode Island
$266K -$17.8K -297 -5%
TWM
2373
Tolleson Wealth Management
Texas
$266K – – –
SCM
2374
Sterneck Capital Management
Missouri
$265K -$8.97K -150 -3%
MPCG
2375
Matrix Private Capital Group
New York
$263K -$1.44K -24 -0.5%