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Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1801
Haverford Financial Services
Pennsylvania
$325K
MCM
1802
Millie Capital Management
California
$323K
CW
1803
Cabot-Wellington
Massachusetts
$321K
ACP
1804
Aveo Capital Partners
Colorado
$319K +$2.12K +66 +0.7%
MWM
1805
Merriman Wealth Management
Washington
$319K +$302K +9,404 New
TFF
1806
The Family Firm
Maryland
$317K -$1.93K -60 -0.6%
LC
1807
Landaas & Company
Wisconsin
$313K +$297K +9,234 New
BIM
1808
Barton Investment Management
Pennsylvania
$311K
WA1
1809
Wimmer Associates 1
California
$309K +$10.6K +331 +4%
SFI
1810
SPC Financial Inc
Maryland
$307K +$33.1K +1,029 +13%
FLAM
1811
First Light Asset Management
Minnesota
$306K
MCM
1812
Marathon Capital Management
Maryland
$306K +$34.8K +1,084 +14%
WCF
1813
West Coast Financial
California
$306K +$37.4K +1,163 +15%
DSI
1814
Daiwa SB Investments
Japan
$305K +$58.3K +1,813 +25%
CWM
1815
Cabot Wealth Management
Massachusetts
$304K +$56.7K +1,765 +25%
CF
1816
Corrigan Financial
Rhode Island
$303K +$36.5K +1,136 +15%
PCM
1817
Pointe Capital Management
Michigan
$302K +$3.54K +110 +1%
QAM
1818
Quantres Asset Management
Cayman Islands
$300K +$285K +8,854 New
HCA
1819
Horan Capital Advisors
Ohio
$299K -$10.6K -330 -4%
GIA
1820
Granite Investment Advisors
New Hampshire
$299K -$8.48K -264 -3%
CCMW
1821
Cypress Capital Management (Wyoming)
Wyoming
$299K
PNAA
1822
Pictet North America Advisors
Switzerland
$296K
BA
1823
BKS Advisors
Michigan
$296K +$6.46K +201 +2%
WCM
1824
Wallace Capital Management
Texas
$295K -$13.6K -422 -5%
RCA
1825
Rowland Carmichael Advisors
Arizona
$294K +$23.2K +721 +9%