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Name Holding Trade Value Shares
Change
Change in
Stake
LIM
851
Longfellow Investment Management
Massachusetts
$205K +$191K +1,436 New
BFA
852
Bragg Financial Advisors
North Carolina
$205K -$125K -937 -40%
VAM
853
Verity Asset Management
North Carolina
$204K +$191K +1,431 New
VHAM
854
Van Hulzen Asset Management
California
$204K -$20K -150 -9%
ACA
855
Affinity Capital Advisors
California
$204K -$29.2K -219 -13%
TNBTD
856
Trustmark National Bank Trust Department
Mississippi
$203K +$190K +1,426 New
WJWM
857
Williams Jones Wealth Management
New York
$201K +$188K +1,413 New
BWM
858
Baron Wealth Management
Michigan
$201K +$188K +1,412 New
TCWM
859
Total Clarity Wealth Management
Illinois
$201K -$28.5K -214 -13%
MMM
860
Mendel Money Management
Illinois
$201K +$188K +1,411 New
WSC
861
Wellington Shields & Co
New York
$200K – – –
PI
862
PGGM Investments
Netherlands
$189K -$213K -1,595 -55%
WSCM
863
Wellington Shields Capital Management
New York
$181K – – –
GGI
864
Godsey & Gibb Inc
Virginia
$178K – – –
IA
865
IFP Advisors
Florida
$175K -$96.5K -724 -37%
KA
866
Kozak & Associates
Colorado
$174K +$1.47K +11 +0.9%
CT
867
Caldwell Trust
Florida
$165K -$304K -2,277 -66%
BBHC
868
Brown Brothers Harriman & Co
New York
$163K -$29.9K -224 -16%
LC
869
Lindbrook Capital
California
$159K +$3.87K +29 +3%
GRP
870
Global Retirement Partners
California
$156K +$9.73K +73 +7%
PCMC
871
Planning Capital Management Corporation
Pennsylvania
$155K +$145K +1,086 New
WB
872
Webster Bank
Connecticut
$153K – – –
SIC
873
Salem Investment Counselors
North Carolina
$153K – – –
TFM
874
TFC Financial Management
Massachusetts
$152K -$33.6K -252 -19%
BCWM
875
Bartlett & Co Wealth Management
Ohio
$149K -$18K -135 -11%