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Name Holding Trade Value Shares
Change
Change in
Stake
SBWIC
1101
Schaper Benz & Wise Investment Counsel
Wisconsin
$610K -$121K -1,088 -17%
EA
1102
Elm Advisors
California
$610K -$37.2K -335 -6%
WFG
1103
Windsor Financial Group
Minnesota
$610K -$4K -36 -0.7%
FLPIM
1104
F.L. Putnam Investment Management
Massachusetts
$609K +$597K +5,372 New
FFA
1105
First Foundation Advisors
California
$608K -$68.4K -616 -10%
KIG
1106
Kovitz Investment Group
Illinois
$608K -$50.4K -454 -6%
MCM
1107
Maryland Capital Management
Maryland
$607K -$249K -2,242 -30%
FA
1108
FCG Advisors
New Jersey
$607K -$222 -2 -0%
NPF
1109
Norris Perne & French
Michigan
$602K -$99.6K -897 -14%
NL
1110
NWAM LLC
Washington
$602K +$201K +1,811 +52%
ZTNA
1111
Zions Trust National Association
Utah
$600K
RC
1112
RegentAtlantic Capital
New Jersey
$599K +$19.6K +176 +3%
NERM
1113
New England Research & Management
Illinois
$598K -$5K -45 -0.8%
EWM
1114
Empirical Wealth Management
Washington
$598K -$4.89K -44 -0.8%
PAM
1115
Private Asset Management
California
$590K -$2.38M -21,437 -80%
PNAA
1116
Pictet North America Advisors
Switzerland
$586K +$14.8K +133 +3%
DDC
1117
DF Dent & Co
Maryland
$579K
OSNBOA
1118
Old Second National Bank of Aurora
Illinois
$577K -$1.06M -9,557 -65%
ACM
1119
Ashford Capital Management
Delaware
$577K -$84.5K -761 -13%
BCM
1120
Beck Capital Management
Texas
$577K
PMFA
1121
Plante Moran Financial Advisors
Michigan
$570K -$148K -1,328 -21%
HCM
1122
Harvest Capital Management
New Hampshire
$570K -$21.4K -193 -4%
WSC
1123
Wellington Shields & Co
New York
$570K
RT
1124
Rockland Trust
Massachusetts
$562K +$101K +909 +22%
DCM
1125
Donaldson Capital Management
Indiana
$561K +$16.8K +151 +3%