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Name Holding Trade Value Shares
Change 		Change in
Stake
FDS
1001
First Dallas Securities
Texas
$288K +$273K +5,379 New
EGM
1002
Engineers Gate Manager
New York
$287K -$1.33M -26,249 -83%
MFW
1003
Meristem Family Wealth
Minnesota
$285K +$270K +5,314 New
ATC
1004
Adirondack Trust Company
New York
$281K -$7.1K -140 -3%
PP
1005
Patten & Patten
Tennessee
$281K – – –
FIM
1006
Freedom Investment Management
Connecticut
$281K +$9.18K +181 +4%
CIA
1007
Capital Investment Advisors
Georgia
$280K +$46.8K +923 +21%
AAM
1008
Autus Asset Management
Arizona
$279K -$137K -2,700 -34%
JWA
1009
JFS Wealth Advisors
Pennsylvania
$279K -$5.68K -112 -2%
CF
1010
CenterStar Fund
Illinois
$277K – – –
BHTS
1011
Bar Harbor Trust Services
Maine
$276K +$10.1K +199 +4%
GT
1012
Greenleaf Trust
Michigan
$275K +$39.4K +776 +18%
TWA
1013
TCI Wealth Advisors
Arizona
$275K +$260K +5,120 New
MMM
1014
Mendel Money Management
Illinois
$274K – – –
MC
1015
Maverick Capital
Texas
$271K -$26.4K -520 -9%
JIC
1016
Joel Isaacson & Co
New York
$271K +$10.7K +210 +4%
HCM
1017
Hengehold Capital Management
Ohio
$270K -$51.5K -1,015 -17%
ATC
1018
Argent Trust Co
Tennessee
$270K +$14.5K +285 +6%
SFSIG
1019
San Francisco Sentry Investment Group
California
$270K +$18.9K +373 +8%
LJAC
1020
L.J. Altfest & Co
New York
$269K -$43.1K -849 -14%
CHP
1021
Cable Hill Partners
Oregon
$269K – – –
FMWA
1022
Forvis Mazars Wealth Advisors
Missouri
$269K +$33.9K +669 +15%
ZIG
1023
Zuckerman Investment Group
Illinois
$268K – – –
MCM
1024
MV Capital Management
Maryland
$267K +$53.2K +1,048 +27%
BG
1025
Bahl & Gaynor
Ohio
$266K -$5.78K -114 -2%
39 40
41
42 43