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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1226
Barometer Capital Management
Ontario, Canada
$429K +$421K +5,100 New
LDB
1227
Lee, Danner & Bass
Tennessee
$427K – – –
HPWM
1228
Highland Private Wealth Management
Washington
$424K +$2.31K +28 +0.6%
CYG
1229
Clean Yield Group
Vermont
$423K -$12.4K -150 -3%
TSW
1230
Thompson Siegel & Walmsley
Virginia
$423K – – –
LCH
1231
Lee Capital Holdings
New York
$421K – – –
LAIC
1232
Lederer & Associates Investment Counsel
California
$419K -$13.2K -160 -3%
HTHT
1233
Hemenway Trust Hemenway Trust
New Hampshire
$418K +$81K +982 +25%
POIA
1234
Pin Oak Investment Advisors
Texas
$414K +$14.4K +175 +4%
MFG
1235
Magnus Financial Group
New York
$413K +$15.4K +187 +4%
PCG
1236
Private Capital Group
Connecticut
$412K +$32.5K +394 +9%
VWM
1237
Venturi Wealth Management
Texas
$411K -$38.8K -470 -9%
AIC
1238
Argus Investors Counsel
New York
$411K +$402K +4,876 New
O
1239
Ossiam
France
$409K +$198K +2,398 +98%
CG
1240
Carmignac Gestion
France
$408K +$400K +4,845 New
ZAM
1241
Zevin Asset Management
Massachusetts
$404K – – –
SCA
1242
Snowden Capital Advisors
New York
$403K -$10.1K -123 -3%
CAW
1243
Cornerstone Advisors (Washington)
Washington
$400K +$24.3K +294 +7%
RIA
1244
Regal Investment Advisors
Michigan
$399K +$1.98K +24 +0.5%
GW
1245
GW & Wade
Massachusetts
$399K +$19.5K +236 +5%
WP
1246
WealthSource Partners
California
$399K +$391K +4,737 New
HCM
1247
Harvest Capital Management
New Hampshire
$397K – – –
IUHSA
1248
Itau Unibanco Holding S.A.
Brazil
$397K – – –
BC
1249
Burleson & Co
California
$396K – – –
WTFG
1250
Wells Trecaso Financial Group
Ohio
$396K +$330 +4 +0.1%
48 49
50
51 52