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Name Holding Trade Value Shares
Change
Change in
Stake
MFW
301
Meristem Family Wealth
Minnesota
$280K – – –
FT
302
Fiduciary Trust
Massachusetts
$267K -$230K -3,906 -45%
PA
303
Parallel Advisors
California
$263K +$65.2K +1,109 +32%
FWCM
304
Ferguson Wellman Capital Management
Oregon
$261K -$1.82K -31 -0.7%
CSIC
305
Clifford Swan Investment Counsel
California
$254K -$22.8K -388 -8%
RC
306
RegentAtlantic Capital
New Jersey
$245K -$9.18K -156 -3%
Verition Fund Management
307
Verition Fund Management
Connecticut
$243K -$1.14M -19,370 -82%
MAFM
308
Mid Atlantic Financial Management
Pennsylvania
$243K +$218K +3,700 New
KPWS
309
Kestra Private Wealth Services
Texas
$242K +$250K +4,256 New
MS
310
Madden Securities
Texas
$235K -$11.8K -200 -5%
PAM
311
Palisade Asset Management
Minnesota
$233K -$1.53K -26 -0.6%
CPA
312
Court Place Advisors
Maryland
$228K -$3.53K -60 -1%
DWM
313
Dakota Wealth Management
Florida
$227K +$2.82K +48 +1%
CCC
314
Chelsea Counsel Company
California
$226K – – –
S
315
SignatureFD
Georgia
$220K +$6.94K +118 +3%
AMG
316
Advisors Management Group
Wisconsin
$218K -$2.23K -38 -1%
ACM
317
Advisors Capital Management
New Jersey
$215K -$1.18K -20 -0.5%
WSCM
318
Wellington Shields Capital Management
New York
$212K – – –
BFS
319
Bradley Foster & Sargent
Connecticut
$209K +$216K +3,678 New
CB
320
Commerce Bank
Missouri
$203K -$190K -3,226 -48%
MG
321
Mather Group
Illinois
$202K -$15.1K -257 -7%
FRM
322
Fox Run Management
Connecticut
$200K +$207K +3,516 New
BPCE
323
Bank Pictet & Cie (Europe)
Germany
$200K +$207K +3,517 New
CA
324
Clearstead Advisors
Ohio
$170K -$1.76K -30 -1%
SIAS
325
Shine Investment Advisory Services
Colorado
$167K – – –