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Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
1026
ETrade Capital Management
Virginia
$929K +$264K +5,413 +37%
MC
1027
Middleton & Co
Massachusetts
$914K -$78.3K -1,605 -8%
ACM
1028
Advent Capital Management
New York
$908K +$950K +19,464 New
EFSCE
1029
Enterprise Financial Services Corp (EFSC)
Missouri
$903K -$48.6K -996 -5%
ST
1030
Spinnaker Trust
Maine
$891K +$34.6K +708 +4%
PTC
1031
Private Trust Company
Ohio
$885K +$62.8K +1,286 +7%
FCH
1032
Freestone Capital Holdings
Washington
$884K +$945K +19,362 New
OWD
1033
Osborn Williams & Donohoe
Ohio
$877K -$3.81K -78 -0.4%
GLRA
1034
Gerald L. Ray & Associates
Texas
$869K +$190K +3,901 +27%
CAM
1035
Cubic Asset Management
Massachusetts
$868K -$16.2K -331 -2%
AI
1036
Atria Investments
North Carolina
$866K +$194K +3,974 +27%
MCM
1037
Manchester Capital Management
Vermont
$862K -$56.1K -1,150 -6%
RC
1038
Roundview Capital
New Jersey
$861K +$59.2K +1,212 +7%
CK
1039
Cohen Klingenstein
New York
$859K – – –
KIA
1040
Kopp Investment Advisors
Minnesota
$857K -$8.3K -170 -0.9%
JIC
1041
Joel Isaacson & Co
New York
$855K -$89.8K -1,840 -9%
BSW
1042
Buckingham Strategic Wealth
Missouri
$855K +$392K +8,028 +78%
YIA
1043
YHB Investment Advisors
Connecticut
$852K -$9.76K -200 -1%
WA
1044
WBH Advisory
Maryland
$848K -$41.7K -854 -4%
BHIA
1045
Birch Hill Investment Advisors
Massachusetts
$847K -$50.4K -1,032 -5%
NC
1046
Northpointe Capital
Michigan
$844K +$457K +9,370 +108%
FIM
1047
Fruth Investment Management
Texas
$842K +$8.98K +184 +1%
BC
1048
BMI Capital
New York
$838K +$9.76K +200 +1%
PH
1049
Pinnacle Holdings
Oklahoma
$836K -$31.9K -653 -4%
BFPW
1050
BOK Financial Private Wealth
Colorado
$832K +$870K +17,820 New
40 41
42
43 44