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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1651
Dakota Wealth Management
Florida
$271K -$8.93K -185 -3%
BWA
1652
Burt Wealth Advisors
Maryland
$270K -$65.2K -1,350 -20%
WCM
1653
Windward Capital Management
California
$268K +$45.1K +935 +20%
Dodge & Cox
1654
Dodge & Cox
California
$267K
KP
1655
Keel Point
Alabama
$267K +$265K +5,488 New
UFA
1656
US Financial Advisors
Massachusetts
$266K
PAS
1657
Partnervest Advisory Services
California
$264K +$2.51K +52 +1%
DT
1658
Diversified Trust
Tennessee
$263K -$2.56K -53 -1%
NGA
1659
Naples Global Advisors
Florida
$257K +$10.5K +217 +4%
HP
1660
HT Partners
Connecticut
$257K +$15.8K +328 +7%
KFS
1661
Kurt F. Somerville
$255K -$2.75K -57 -1%
WCA
1662
Westover Capital Advisors
Delaware
$254K -$153K -3,169 -38%
MC
1663
MSF Capital
New York
$254K +$78.2K +1,620 +45%
PGA
1664
Portland Global Advisors
Maine
$253K
BFG
1665
Bouchey Financial Group
New York
$253K +$251K +5,203 New
LYV
1666
Live Your Vision
Pennsylvania
$253K +$251K +5,211 New
FAM
1667
Formidable Asset Management
Ohio
$251K +$5.7K +118 +2%
BRM
1668
Boston Research & Management
Massachusetts
$250K
AAC
1669
Asset Advisors Corp
Georgia
$246K -$32K -663 -12%
CCM
1670
Canal Capital Management
Virginia
$245K
NFC
1671
Northeast Financial Consultants
Connecticut
$245K
TCM
1672
Tradewinds Capital Management
Washington
$244K +$8.78K +182 +4%
CB
1673
Cooke & Bieler
Pennsylvania
$243K
NPPM
1674
North Point Portfolio Managers
Ohio
$243K
AT
1675
Acadia Trust
Maine
$242K -$25.8K -535 -10%