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Name Holding Trade Value Shares
Change 		Change in
Stake
WDA
1076
Wendell David Associates
New Hampshire
$331K +$12K +200 +4%
CCM
1077
Catawba Capital Management
Virginia
$325K – – –
HAIM
1078
Hunter Associates Investment Management
Pennsylvania
$324K – – –
NFG
1079
Next Financial Group
Texas
$318K -$454K -7,544 -61%
BA
1080
Bridgewater Associates
Connecticut
$315K +$289K +4,804 New
JWM
1081
Jackson Wealth Management
Florida
$311K +$285K +4,740 New
PGIM
1082
Pacific Global Investment Management
California
$309K – – –
ECM
1083
Estabrook Capital Management
New York
$307K -$120K -2,000 -30%
GI
1084
Glovista Investments
New Jersey
$303K -$23.8K -396 -8%
TCM
1085
Tradewinds Capital Management
Washington
$303K – – –
ITIM
1086
Indiana Trust & Investment Management
Indiana
$301K – – –
RT
1087
Reliance Trust
Georgia
$299K +$10.1K +168 +4%
WI
1088
Wedgewood Investors
Pennsylvania
$297K +$44.1K +732 +19%
CA
1089
Callahan Advisors
Texas
$297K +$273K +4,532 New
GEM
1090
Global Endowment Management
North Carolina
$296K – – –
CAG
1091
Crestwood Advisors Group
Massachusetts
$296K +$272K +4,512 New
TIA
1092
Tiemann Investment Advisors
California
$293K – – –
EA
1093
Emerald Advisers
Pennsylvania
$291K -$65.3K -1,084 -20%
BCM
1094
BTC Capital Management
Iowa
$291K -$14K -232 -5%
NDSI
1095
Newman Dignan & Sheerar Inc
Rhode Island
$289K – – –
KFS
1096
Kurt F. Somerville
$286K +$262K +4,360 New
TF
1097
Tompkins Financial
New York
$285K +$37.8K +628 +17%
MC
1098
Moors & Cabot
Massachusetts
$282K – – –
WCF
1099
West Coast Financial
California
$282K – – –
VHAM
1100
Van Hulzen Asset Management
California
$282K +$259K +4,308 New
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