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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
601
Gupta Wealth Management
California
$367K +$380K +2,619 +2,543%
POA
602
Pergamon Offshore Advisors
New York
$367K +$395K +2,720 New
QIM
603
Quest Investment Management
Oregon
$356K
HCM
604
Harvest Capital Management
New Hampshire
$355K
AAM
605
Aureus Asset Management
Massachusetts
$355K +$9.44K +65 +3%
WTC
606
WhitTier Trust Company
Nevada
$354K
UF
607
Univest Financial
Pennsylvania
$349K -$14.5K -100 -4%
EIM
608
Emerson Investment Management
Massachusetts
$348K
SI
609
SII Investments
Wisconsin
$347K +$104K +719 +39%
AT
610
Arden Trust
Delaware
$346K +$155K +1,070 +72%
CHAM
611
Clear Harbor Asset Management
Connecticut
$338K
DSC
612
Duncker Streett & Co
Missouri
$334K
Baird Financial Group
613
Baird Financial Group
Wisconsin
$329K -$41.2K -284 -10%
WTB
614
Washington Trust Bank
Washington
$327K -$6.53K -45 -2%
GCMG
615
Gyroscope Capital Management Group
Florida
$326K -$633K -4,363 -64%
CCA
616
Checchi Capital Advisers
California
$325K +$15.5K +107 +5%
CFB
617
Cullen/Frost Bankers
Texas
$324K
HCM
618
Hengehold Capital Management
Ohio
$312K
CCG
619
Chatham Capital Group
Georgia
$308K
HPC
620
HM Payson & Co
Maine
$307K
FCMC
621
Founders Capital Management (Connecticut)
Connecticut
$306K
IC
622
IKOS CIF
Cyprus
$300K +$232K +1,597 +296%
NME
623
Notis-McConarty Edward
$297K
HIM
624
Hillsdale Investment Management
Ontario, Canada
$296K
CIA
625
Choate Investment Advisors
Massachusetts
$290K