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Name Holding Trade Value Shares
Change 		Change in
Stake
MS
926
Marshall & Sullivan
Washington
$856K -$22.4K -404 -3%
DT
927
Diversified Trust
Tennessee
$846K +$136K +2,446 +19%
SNT
928
Security National Trust
West Virginia
$844K – – –
BCM
929
Brown Capital Management
Maryland
$844K +$9.09K +164 +1%
CCM
930
CWH Capital Management
Washington
$840K +$16.8K +304 +2%
NIC
931
Northwest Investment Counselors
Oregon
$834K -$72K -1,300 -8%
PIM
932
Profit Investment Management
Maryland
$829K – – –
PG
933
PEAK6 Group
Illinois
$820K -$9.67M -174,640 -92%
SI
934
Sprott Inc
Ontario, Canada
$819K -$596K -10,755 -42%
FIM
935
Freedom Investment Management
Connecticut
$819K +$149K +2,693 +22%
ABFS
936
Appropriate Balance Financial Services
Washington
$818K +$310K +5,600 +61%
TCM
937
Tributary Capital Management
Nebraska
$811K -$150K -2,700 -16%
AWCI
938
Alpine Woods Capital Investors
New York
$811K +$809K +14,600 New
SPIA
939
Steward Partners Investment Advisory
New York
$811K +$809K +14,610 New
SFA
940
Sequoia Financial Advisors
Ohio
$800K -$22.7K -410 -3%
MSFP
941
Mark Sheptoff Financial Planning
Connecticut
$798K -$83K -1,498 -9%
TF
942
Trutina Financial
Washington
$791K – – –
FFWA
943
FRG Family Wealth Advisors
Washington
$790K – – –
BB
944
Bell Bank
North Dakota
$788K +$9.31K +168 +1%
QAM
945
Quantres Asset Management
Cayman Islands
$788K +$787K +14,200 New
ED
946
Exane Derivatives
France
$783K +$41.1K +741 +6%
EDRH
947
Edmond de Rothschild Holding
Switzerland
$775K -$151K -2,733 -16%
RCAG
948
Rehmann Capital Advisory Group
Michigan
$771K +$73.4K +1,325 +11%
NAMA
949
Nikko Asset Management Americas
New York
$761K +$283K +5,100 +59%
TPWA
950
TRUE Private Wealth Advisors
Oregon
$760K +$7.48K +135 +1%
36 37
38
39 40