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Name Holding Trade Value Shares
Change
Change in
Stake
WOC
1326
West Oak Capital
California
$505K -$23.5K -419 -4%
TSBJ
1327
Trevor, Stewart, Burton & Jacobsen
New York
$505K -$588K -10,480 -54%
PCA
1328
Personal Capital Advisors
California
$505K +$501K +8,922 New
CCA
1329
Conestoga Capital Advisors
Pennsylvania
$504K
PCA
1330
Private Capital Advisors
Connecticut
$504K
NGA
1331
Naples Global Advisors
Florida
$503K +$29.4K +524 +6%
FM
1332
Foster & Motley
Ohio
$500K +$2.81K +50 +0.6%
SSM
1333
Sound Shore Management
Connecticut
$498K
TSWM
1334
Triangle Securities Wealth Management
North Carolina
$497K
TCM
1335
Texan Capital Management
Texas
$496K +$11.2K +200 +2%
CL
1336
CPWM LLC
Washington
$492K +$3.59K +64 +0.7%
PNAA
1337
Pictet North America Advisors
Switzerland
$492K +$82.4K +1,468 +20%
NC
1338
NewSquare Capital
Pennsylvania
$491K +$36.9K +657 +8%
AWA
1339
ARS Wealth Advisors
Florida
$486K
BHTS
1340
Bar Harbor Trust Services
Maine
$486K
DDPIC
1341
Deroy & Devereaux Private Investment Counsel
Michigan
$485K -$11.9K -212 -2%
CFA
1342
Carroll Financial Associates
North Carolina
$485K +$105K +1,871 +28%
AIM
1343
Aspen Investment Management
Michigan
$484K -$872K -15,527 -64%
ST
1344
Sentinel Trust
Texas
$479K -$174K -3,094 -27%
V
1345
ValueWorks
New York
$479K -$3.26K -58 -0.7%
AP
1346
Atwood & Palmer
Missouri
$478K +$217K +3,859 +84%
MSFP
1347
Mark Sheptoff Financial Planning
Connecticut
$477K +$112 +2 +0%
CCT
1348
Capital City Trust
Florida
$475K +$47.1K +838 +11%
DAS
1349
Dynamic Advisor Solutions
Arizona
$474K +$56.7K +1,009 +14%
IT
1350
Investors Trust
Texas
$470K -$822K -14,633 -64%