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Name Holding Trade Value Shares
Change
Change in
Stake
TI
1751
Truepoint Inc
Ohio
$388K +$368K +11,443 New
BA
1752
Bristlecone Advisors
Washington
$387K -$42.3K -1,317 -10%
CCMG
1753
Clark Capital Management Group
Pennsylvania
$386K +$47.1K +1,467 +15%
LF
1754
Lee Financial
Texas
$385K -$679K -21,122 -65%
WPC
1755
White Pine Capital
Minnesota
$382K
WCM
1756
Weik Capital Management
Pennsylvania
$375K -$256K -7,958 -42%
WA
1757
Wealth Architects
California
$374K -$3.95K -123 -1%
RPAM
1758
Rhenman & Partners Asset Management
Sweden
$372K -$14.2M -442,680 -98%
GS
1759
Girard Securities
California
$372K -$87.3K -2,716 -20%
CISOA
1760
Capital Investment Services of America
Wisconsin
$371K -$53.2K -1,654 -13%
AWM
1761
AllSquare Wealth Management
New York
$371K
WC
1762
Whitnell & Co
Illinois
$371K +$32 +1 +0%
CS
1763
Cannell & Spears
New York
$370K
VFP
1764
Verus Financial Partners
Virginia
$367K +$22.2K +691 +7%
MFT
1765
Moisand Fitzgerald Tamayo
Florida
$366K +$347K +10,811 New
SIP
1766
Stoneridge Investment Partners
Pennsylvania
$365K
FC
1767
Forte Capital
New York
$363K -$26.5K -823 -7%
HFA
1768
High Falls Advisors
New York
$363K +$611 +19 +0.2%
CCM
1769
Carlson Capital Management
Minnesota
$359K -$14.8K -462 -4%
FUBT
1770
First United Bank & Trust
Maryland
$359K -$7.17K -223 -2%
WBG
1771
Wharton Business Group
Pennsylvania
$359K +$32.9K +1,025 +11%
CAM
1772
Concorde Asset Management
Michigan
$358K +$46.7K +1,453 +16%
DK
1773
Darrell & King
Virginia
$357K
PP
1774
Peconic Partners
New York
$357K
MCM
1775
McRae Capital Management
New Jersey
$356K -$15.7K -490 -4%