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Name Holding Trade Value Shares
Change
Change in
Stake
WT
1401
Washington Trust
Rhode Island
$325K -$86.2K -3,615 -22%
PMFA
1402
Plante Moran Financial Advisors
Michigan
$325K +$20.4K +857 +7%
CL
1403
CSS LLC
Illinois
$325K +$312K +13,084 New
RWM
1404
Raffa Wealth Management
District of Columbia
$325K – – –
GVT
1405
Genesee Valley Trust
New York
$324K -$8.18K -343 -3%
BBNB
1406
Baker Boyer National Bank
Washington
$323K -$21.5K -900 -6%
JWBC
1407
J.W. Burns & Co
New York
$323K +$596 +25 +0.2%
CL
1408
CPWM LLC
Washington
$323K +$28.5K +1,194 +10%
CAM
1409
Cacti Asset Management
Georgia
$321K – – –
BRWM
1410
B. Riley Wealth Management
Tennessee
$318K -$311K -13,050 -50%
Sands Capital Management
1411
Sands Capital Management
Virginia
$318K -$28.6K -1,200 -9%
FC
1412
Fayerweather Charles
$315K -$953 -40 -0.3%
WMSA
1413
Weiss Multi-Strategy Advisers
New York
$313K -$699K -29,310 -70%
NPF
1414
Norris Perne & French
Michigan
$310K +$1.79K +75 +0.6%
LC
1415
Lourd Capital
California
$310K +$3.53K +148 +1%
EFSCE
1416
Enterprise Financial Services Corp (EFSC)
Missouri
$310K +$13.1K +548 +5%
MCC
1417
Mid Continent Capital
Illinois
$306K – – –
RIM
1418
RS Investment Management
California
$306K – – –
SFPIA
1419
Stevens First Principles Investment Advisors
California
$305K -$7.15K -300 -2%
MMG
1420
Monetary Management Group
Missouri
$305K – – –
TTWM
1421
TCV Trust & Wealth Management
Virginia
$305K +$76.3K +3,200 +35%
LCM
1422
Liberty Capital Management
Michigan
$303K – – –
HIM
1423
Hillsdale Investment Management
Ontario, Canada
$301K – – –
HJA
1424
Hugh Johnson Advisors
New York
$298K -$6.48K -272 -2%
ECM
1425
Ensemble Capital Management
California
$291K -$466K -19,550 -63%