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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
AMIM
501
Aull & Monroe Investment Management
Alabama
$391K – – –
AT
502
Arden Trust
Delaware
$383K -$1.14K -9 -0.3%
AWA
503
Arete Wealth Advisors
Illinois
$377K -$116K -915 -24%
BEAM
504
Baker Ellis Asset Management
Washington
$376K – – –
QI
505
QS Investors
New York
$371K – – –
ECM
506
ETrade Capital Management
Virginia
$368K -$326K -2,565 -48%
OWD
507
Osborn Williams & Donohoe
Ohio
$367K -$9.52K -75 -3%
PA
508
Profund Advisors
Maryland
$367K +$15.5K +122 +5%
GFP
509
Gryphon Financial Partners
Ohio
$365K +$184K +1,448 +110%
NEAM
510
New England Asset Management
Connecticut
$362K – – –
RMC
511
Resources Management Corp
Connecticut
$359K +$346K +2,725 New
WA
512
Wheatland Advisors
Pennsylvania
$358K – – –
CC
513
Courier Capital
New York
$356K -$45.6K -359 -12%
QIM
514
Quantitative Investment Management
Virginia
$356K +$343K +2,700 New
BTNA
515
Bremer Trust National Association
Minnesota
$354K -$35.5K -280 -9%
BBHC
516
Brown Brothers Harriman & Co
New York
$342K -$156K -1,230 -32%
AP
517
Appleton Partners
Massachusetts
$341K -$4.44K -35 -1%
AAM
518
Aureus Asset Management
Massachusetts
$341K – – –
PHK
519
Point72 Hong Kong
Hong Kong
$339K -$148K -1,167 -31%
FB
520
Fulton Bank
Pennsylvania
$339K -$33.5K -264 -9%
ACA
521
Atlas Capital Advisors
Wyoming
$332K +$325K +2,561 New
D.E. Shaw & Co
522
D.E. Shaw & Co
New York
$332K -$1.26M -9,920 -80%
CWS
523
Cypress Wealth Services
California
$332K – – –
CBT
524
Capital Bank & Trust
California
$330K – – –
DWM
525
Dakota Wealth Management
Florida
$326K +$59.7K +470 +23%