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Name Holding Trade Value Shares
Change 		Change in
Stake
IC
876
Inverness Counsel
New York
$292K – – –
JSP
877
Jackson Square Partners
California
$292K +$87K +720 +38%
CCM
878
Covington Capital Management
California
$291K – – –
CFA
879
Carroll Financial Associates
North Carolina
$291K +$146K +1,210 +85%
SW
880
SVB Wealth
Massachusetts
$290K +$64K +530 +25%
SF
881
Symphony Financial
Texas
$289K +$302K +2,500 New
BFS
882
Bard Financial Services
Connecticut
$288K +$30.2K +250 +11%
SBWIC
883
Schaper Benz & Wise Investment Counsel
Wisconsin
$287K – – –
KCM
884
Karp Capital Management
California
$285K +$312K +2,580 New
FA
885
Fiducient Advisors
Illinois
$282K – – –
WAP
886
Wealthcare Advisory Partners
Pennsylvania
$281K -$18.1K -150 -6%
KPW
887
Kore Private Wealth
New York
$280K -$65.2K -540 -18%
DLA
888
Douglas Lane & Associates
New York
$279K +$30.2K +250 +11%
4WM
889
4J Wealth Management
Virginia
$279K +$64K +530 +27%
GGS
890
Galvin Gaustad & Stein
Arizona
$277K -$60.4K -500 -17%
PC
891
Pecaut & Co
Iowa
$277K – – –
PWS
892
Private Wealth Strategies
Ohio
$277K – – –
PFA
893
Pettinga Financial Advisors
Indiana
$277K +$45.9K +380 +18%
BMCM
894
Burns Matteson Capital Management
New York
$274K +$38.7K +320 +15%
AG
895
Algert Global
California
$274K – – –
MCC
896
Money Concepts Capital
Florida
$272K +$297K +2,460 New
RW
897
REDW Wealth
New Mexico
$271K – – –
YIA
898
YHB Investment Advisors
Connecticut
$269K +$6.04K +50 +2%
B
899
Bailard
California
$269K +$294K +2,430 New
OAC
900
OMERS Administration Corp
Ontario, Canada
$268K -$607K -5,020 -67%
34 35
36
37 38