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Name Holding Trade Value Shares
Change
Change in
Stake
BCP
1501
Berkeley Capital Partners
Georgia
$240K +$5.31K +66 +2%
CGL
1502
Clarius Group LLC
Washington
$236K +$2.81K +35 +1%
PC
1503
Permit Capital
Pennsylvania
$234K
WOC
1504
West Oak Capital
California
$233K -$8.04K -100 -3%
CCMW
1505
Cypress Capital Management (Wyoming)
Wyoming
$232K
GIA
1506
Guyasuta Investment Advisors
Pennsylvania
$232K
HTHT
1507
Hemenway Trust Hemenway Trust
New Hampshire
$230K -$32.2K -400 -12%
AIM
1508
Assured Investment Management
New York
$230K +$237K +2,948 New
CWA
1509
Cypress Wealth Advisors
California
$229K -$18.8K -234 -7%
IIC
1510
Integrated Investment Consultants
Michigan
$229K
RS
1511
Robeco Schweiz
Switzerland
$227K
IC
1512
InterOcean Capital
Illinois
$225K +$13K +162 +6%
TWA
1513
TCI Wealth Advisors
Arizona
$225K +$22.4K +279 +11%
WRM
1514
Weybosset Research & Management
Rhode Island
$223K -$22.1K -275 -9%
PAG
1515
Private Advisory Group
Washington
$221K +$228K +2,833 New
LC
1516
Lourd Capital
California
$220K +$21.1K +263 +10%
WDL
1517
Well Done LLC
Michigan
$219K +$226K +2,805 New
PAS
1518
Partnervest Advisory Services
California
$219K +$226K +2,808 New
SAA
1519
Southeast Asset Advisors
Georgia
$218K
DWM
1520
Darwin Wealth Management
Florida
$218K +$241 +3 +0.1%
MCA
1521
Morris Capital Advisors
Pennsylvania
$215K
DAC
1522
Dividend Assets Capital
South Carolina
$215K +$3.06K +38 +1%
EGA
1523
Eagle Global Advisors
Texas
$214K
SIG
1524
Sky Investment Group
Connecticut
$214K +$20.5K +255 +10%
SFM
1525
Signet Financial Management
New Jersey
$213K