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Name Holding Trade Value Shares
Change
Change in
Stake
PO
2051
Private Ocean
California
$365K -$7.25K -128 -2%
DI
2052
Diligent Investors
California
$365K
MC
2053
Miramar Capital
Illinois
$363K -$11.3K -200 -3%
AIP
2054
Almanack Investment Partners
Pennsylvania
$362K +$150K +2,655 +76%
WIC
2055
Whitegate Investment Counselors
New Hampshire
$360K -$31.9K -564 -8%
HWMG
2056
Hurlow Wealth Management Group
Indiana
$360K +$6.17K +109 +2%
HP
2057
HT Partners
Connecticut
$359K +$12.5K +220 +4%
JGUA
2058
John G. Ullman & Associates
New York
$359K +$77.9K +1,376 +29%
MKC
2059
M. Kraus & Co
Vermont
$358K +$24.8K +438 +8%
BCM
2060
Becker Capital Management
Oregon
$358K +$103K +1,818 +43%
SFG
2061
StrategIQ Financial Group
Indiana
$357K -$51K -900 -13%
FA
2062
Fiducient Advisors
Illinois
$357K
HIS
2063
Horizon Investment Services
Indiana
$357K +$11.2K +197 +3%
SPC
2064
Stewart & Patten Company
California
$356K
CCM
2065
Community Capital Management
Florida
$355K -$167K -2,950 -33%
CP
2066
Cumberland Partners
Ontario, Canada
$355K -$104K -1,833 -23%
PCM
2067
Poehling Capital Management
Wisconsin
$355K +$1.13K +20 +0.3%
DK
2068
Darrell & King
Virginia
$353K
LF
2069
Lee Financial
Texas
$353K +$75.2K +1,328 +29%
FTI
2070
Fiduciary Trust International
Massachusetts
$352K -$7.82K -138 -2%
Arrowstreet Capital
2071
Arrowstreet Capital
Massachusetts
$350K -$38M -671,141 -99%
CAAS
2072
Capital Asset Advisory Services
Michigan
$350K +$5.66K +100 +2%
FI
2073
Fosun International
China
$350K +$336K +5,925 New
HFA
2074
High Falls Advisors
New York
$349K -$28.1K -496 -8%
PAM
2075
Peak Asset Management
Colorado
$349K