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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1201
Orleans Capital Management
Louisiana
$897K +$8.96K +19 +1%
BB
1202
Berkshire Bank
Massachusetts
$892K +$849K +1,800 New
CIA
1203
Capital Investment Advisors
Georgia
$892K +$205K +435 +32%
OIMU
1204
Osmosis Investment Management UK
United Kingdom
$890K -$17.9M -37,963 -95%
AA
1205
Alta Advisers
United Kingdom
$889K – – –
ADL
1206
Asset Dedication LLC
California
$887K -$64.2K -136 -7%
DTC
1207
Davidson Trust Company
Washington
$886K +$13.2K +28 +2%
BI
1208
Bradyco Inc
Massachusetts
$881K -$185K -393 -18%
PCM
1209
Prelude Capital Management
New York
$881K -$535K -1,134 -39%
WWM
1210
Whalen Wealth Management
Nevada
$877K -$804K -1,705 -49%
HC
1211
Hara Capital
Washington
$876K – – –
RMP
1212
Richards, Merrill & Peterson
Washington
$872K +$301K +637 +57%
EWM
1213
Evercore Wealth Management
New York
$869K -$11.3K -24 -1%
SGI
1214
Summit Global Investments
Utah
$869K -$244K -518 -23%
SMH
1215
Sanders Morris Harris
Texas
$868K – – –
NSAM
1216
North Star Asset Management
Wisconsin
$860K – – –
CAMV
1217
Concord Asset Management (Virginia)
Virginia
$859K +$331K +701 +68%
DCM
1218
Driehaus Capital Management
Illinois
$853K -$201K -427 -20%
CCFM
1219
Clear Creek Financial Management
Washington
$853K +$812K +1,721 New
SWM
1220
Segment Wealth Management
Texas
$852K -$76K -161 -9%
FVWA
1221
Foster Victor Wealth Advisors
South Carolina
$848K +$148K +313 +23%
CP
1222
Clarendon Private
Massachusetts
$841K +$52.4K +111 +7%
SFM
1223
Signet Financial Management
New Jersey
$840K +$125K +264 +18%
AC
1224
Apella Capital
Connecticut
$839K +$546K +1,157 +211%
CFG
1225
Carr Financial Group
Massachusetts
$838K +$72.7K +154 +10%
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