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Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1226
Weil Company
California
$235K – – –
BAC
1227
Boys Arnold & Co
North Carolina
$235K +$237K +2,686 New
MOS
1228
MGO One Seven
Ohio
$234K +$235K +2,674 New
GP
1229
Girard Partners
Pennsylvania
$232K -$39.6K -450 -15%
TCM
1230
Tradewinds Capital Management
Washington
$232K -$1.41K -16 -0.6%
BHWM
1231
Bar Harbor Wealth Management
New Hampshire
$229K – – –
WG
1232
Winton Group
United Kingdom
$228K -$913K -10,371 -80%
IWM
1233
IHT Wealth Management
Illinois
$228K +$12.7K +144 +6%
BC
1234
Burney Company
Virginia
$226K -$40.1K -455 -15%
MSAM
1235
Moloney Securities Asset Management
Missouri
$226K -$10.7K -122 -5%
SC
1236
Sovarnum Capital
New York
$220K -$176K -2,000 -44%
GT
1237
Glenview Trust
Kentucky
$220K – – –
WEC
1238
Winslow Evans & Crocker
Massachusetts
$220K – – –
DAM
1239
Doheny Asset Management
California
$218K – – –
HAIM
1240
Hunter Associates Investment Management
Pennsylvania
$218K – – –
CW
1241
Cobiz Wealth
Colorado
$216K -$2.73K -31 -1%
GA
1242
GFS Advisors
Texas
$216K – – –
RIA
1243
Regal Investment Advisors
Michigan
$216K +$217K +2,460 New
CYG
1244
Clean Yield Group
Vermont
$216K +$217K +2,463 New
HCM
1245
HGI Capital Management
New York
$215K +$216K +2,450 New
GEA
1246
Glen Eagle Advisors
New Jersey
$214K +$11.4K +130 +6%
RTS
1247
Round Table Services
New Jersey
$211K +$212K +2,404 New
CI
1248
Chartist Inc
California
$210K +$210K +2,388 New
MCM
1249
MV Capital Management
Maryland
$209K -$6.08K -69 -3%
LC
1250
Lourd Capital
California
$209K +$210K +2,384 New
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