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Name Holding Trade Value Shares
Change 		Change in
Stake
UBV
1626
United Bank (Virginia)
Virginia
$279K – – –
LOAMS
1627
Lombard Odier Asset Management (Switzerland)
Switzerland
$278K -$1.13M -5,253 -82%
FGAM
1628
Financial Gravity Asset Management
Texas
$277K +$249K +1,158 New
SPIO
1629
Seven Post Investment Office
California
$274K – – –
SFG
1630
SNS Financial Group
Minnesota
$272K +$249K +1,156 New
FNT
1631
First Nebraska Trust
Nebraska
$272K +$248K +1,155 New
HWM
1632
Highwater Wealth Management
Colorado
$268K -$72.1K -335 -23%
GAM
1633
Grandview Asset Management
Pennsylvania
$268K -$5.16K -24 -2%
CSIC
1634
Clifford Swan Investment Counsel
California
$266K – – –
AFM
1635
Andesa Financial Management
Pennsylvania
$266K +$240K +1,116 New
MVA
1636
Mount Vernon Associates
Maryland
$265K -$9.25K -43 -4%
PL
1637
Plancorp LLC
Missouri
$262K +$239K +1,111 New
MC
1638
Matisse Capital
Oregon
$261K – – –
WPC
1639
Waters Parkerson & Co
Louisiana
$261K – – –
PAA
1640
Peregrine Asset Advisers
Oregon
$260K -$51.6K -240 -18%
PP
1641
PagnatoKarp Partners
Virginia
$259K -$51.2K -238 -18%
WCM
1642
Wallace Capital Management
Texas
$259K – – –
SMFS
1643
Squar Milner Financial Services
California
$259K +$6.24K +29 +3%
CA
1644
Cornerstone Advisory
Maryland
$255K -$14.6K -68 -6%
MTC
1645
McDaniel Terry & Co
Texas
$255K -$13.8K -64 -6%
CHA
1646
Carmichael Hill & Associates
Maryland
$255K +$233K +1,083 New
SIM
1647
Sonora Investment Management
Arizona
$254K – – –
QPWM
1648
Quadrant Private Wealth Management
Pennsylvania
$254K +$861 +4 +0.4%
SAM
1649
Sompo Asset Management
Japan
$254K +$232K +1,080 New
OCM
1650
One Capital Management
California
$251K -$5.38K -25 -2%
64 65
66
67 68