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Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
1601
Portside Wealth Group
Utah
$22.6M +$6.39M +36,653 +43%
GEM
1602
Global Endowment Management
North Carolina
$22.6M – – –
CCG
1603
Cypress Capital Group
Florida
$22.4M -$232K -1,331 -1%
NI
1604
Natural Investments
California
$22.4M -$1.39K -8 -0%
APW
1605
Aventura Private Wealth
Florida
$22.4M +$2.04M +11,711 +11%
VCM
1606
Vivaldi Capital Management
Illinois
$22.4M -$3.26M -18,685 -13%
NHT
1607
New Hampshire Trust
New Hampshire
$22.3M -$120K -690 -0.6%
AFT
1608
Alpha Family Trust
California
$22.3M – – –
SCM
1609
Steele Capital Management
Iowa
$22.3M +$10.8K +62 +0.1%
DP
1610
DDD Partners
Washington
$22.3M +$861K +4,938 +4%
SCM
1611
Schnieders Capital Management
California
$22.1M -$183K -1,047 -0.9%
BIM
1612
Baldwin Investment Management
Pennsylvania
$22.1M -$479K -2,747 -2%
KCM
1613
Kingdon Capital Management
New York
$21.9M -$3.31M -19,000 -14%
TPI
1614
Trust Point Inc
Wisconsin
$21.9M +$312K +1,791 +2%
TS
1615
Tamar Securities
California
$21.8M +$606K +3,476 +3%
BCA
1616
Bay Colony Advisors
Massachusetts
$21.8M +$30.5K +175 +0.2%
BHIA
1617
Birch Hill Investment Advisors
Massachusetts
$21.8M +$8.78M +50,360 +76%
DSC
1618
Duncker Streett & Co
Missouri
$21.7M -$1.56M -8,941 -7%
VHAM
1619
Van Hulzen Asset Management
California
$21.7M -$108K -622 -0.5%
MA
1620
McBroom & Associates
Nevada
$21.6M -$1.46M -8,373 -7%
ATS
1621
Ashton Thomas Securities
New York
$21.6M +$1.74M +10,006 +9%
CCFM
1622
Clear Creek Financial Management
Washington
$21.6M +$154K +881 +0.8%
DCA
1623
DSG Capital Advisors
Minnesota
$21.5M +$163K +933 +0.8%
DLCIG
1624
D.L. Carlson Investment Group
New Hampshire
$21.5M -$34.5K -198 -0.2%
ASBI
1625
American State Bank (Iowa)
Iowa
$21.5M -$89.8K -515 -0.4%
63 64
65
66 67