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Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1576
Greystone Investment Management
Ohio
$220K – – –
VST
1577
Van Strum & Towne
California
$220K – – –
CCM
1578
Coldstream Capital Management
Washington
$218K -$120K -2,731 -35%
CCM
1579
Canal Capital Management
Virginia
$218K +$19.3K +441 +9%
PAG
1580
Pinnacle Advisory Group
Maryland
$218K +$229K +5,228 New
CCM
1581
Colorado Capital Management
Colorado
$216K – – –
QAM
1582
QCI Asset Management
New York
$215K -$19.7K -450 -8%
BBNB
1583
Baker Boyer National Bank
Washington
$212K – – –
CWM
1584
Cabot Wealth Management
Massachusetts
$212K – – –
CHA
1585
Cedar Hill Associates
Illinois
$212K – – –
Hudson Bay Capital Management
1586
Hudson Bay Capital Management
Connecticut
$212K +$219K +5,000 New
EWM
1587
Evermay Wealth Management
Virginia
$211K – – –
BB
1588
Bell Bank
North Dakota
$211K +$13.8K +314 +7%
AIM
1589
Avity Investment Management
Connecticut
$211K +$222K +5,058 New
SIG
1590
Schooner Investment Group
Pennsylvania
$210K -$329K -7,500 -60%
SCA
1591
Stillwater Capital Advisors
Pennsylvania
$209K +$131 +3 +0.1%
OAM
1592
Occidental Asset Management
California
$208K – – –
MCM
1593
Mengis Capital Management
Oregon
$207K +$8.76K +200 +4%
GCMG
1594
Gyroscope Capital Management Group
Florida
$207K +$215K +4,902 New
CPA
1595
Capital Planning Advisors
California
$206K – – –
SA
1596
SRH Advisors
Kansas
$206K – – –
VCM
1597
Vigilant Capital Management
Maine
$205K – – –
WIP
1598
Wellesley Investment Partners
Massachusetts
$205K – – –
MWM
1599
MinichMacGregor Wealth Management
New York
$205K +$15.4K +352 +8%
CWM
1600
Confluence Wealth Management
Oregon
$205K +$17.7K +403 +9%