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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1176
First Foundation Advisors
California
$720K +$8.6K +61 +1%
SWM
1177
Stockman Wealth Management
Montana
$719K -$3.68M -26,073 -84%
WSTAM
1178
Wilbanks Smith & Thomas Asset Management
Virginia
$716K +$25.2K +179 +4%
TBA
1179
Train Babcock Advisors
New York
$713K – – –
PMFA
1180
Plante Moran Financial Advisors
Michigan
$711K +$31.4K +223 +5%
WCM
1181
Windsor Capital Management
Arizona
$711K +$144K +1,023 +27%
MIM
1182
Marco Investment Management
Georgia
$710K +$148K +1,053 +28%
OPCM
1183
Osborne Partners Capital Management
California
$709K – – –
DJSG
1184
D.J. St. Germain
Massachusetts
$708K +$87.8K +623 +15%
DDC
1185
DF Dent & Co
Maryland
$707K – – –
SMG
1186
Spectrum Management Group
Indiana
$707K +$157K +1,112 +30%
ZIG
1187
Zuckerman Investment Group
Illinois
$704K +$3.38K +24 +0.5%
GBA
1188
Garrison Bradford & Associates
New York
$700K – – –
PCA
1189
Peddock Capital Advisors
Massachusetts
$700K – – –
RJA
1190
Robshaw & Julian Associates
New York
$700K – – –
PAM
1191
PT Asset Management
Illinois
$700K +$675K +4,784 New
ARMT
1192
Amica Retiree Medical Trust
Rhode Island
$699K – – –
CA
1193
Cornerstone Advisory
Maryland
$695K -$2.68K -19 -0.4%
DAM
1194
Doheny Asset Management
California
$694K -$84.3K -598 -11%
BP
1195
Ballentine Partners
Massachusetts
$691K +$48.9K +347 +8%
DM
1196
Diker Management
New York
$689K – – –
DCM
1197
Donaldson Capital Management
Indiana
$687K -$246K -1,743 -27%
EDRE
1198
Edmond de Rothschild (Europe)
Luxembourg
$686K +$660K +4,682 New
NL
1199
NWAM LLC
Washington
$685K -$92.4K -655 -12%
AIM
1200
Arcadia Investment Management
Michigan
$683K – – –