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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
551
HBK Sorce Advisory
Pennsylvania
$315K -$21.2K -50 -7%
WJWM
552
Williams Jones Wealth Management
New York
$315K – – –
LNWWM
553
Laird Norton Wetherby Wealth Management
California
$313K -$12.3K -29 -4%
FWIA
554
Fort Washington Investment Advisors
Ohio
$309K – – –
IB
555
Intrust Bank
Kansas
$308K -$16.1K -38 -5%
RP
556
Rowlandmiller & Partners
Georgia
$308K – – –
LWAM
557
Legacy Wealth Asset Management
Minnesota
$307K +$4.25K +10 +2%
SCM
558
Stevens Capital Management
Pennsylvania
$305K -$1.18M -2,782 -81%
PGFC
559
Peapack-Gladstone Financial Corp
New Jersey
$304K -$50.1K -118 -15%
ACGA
560
Atlanta Consulting Group Advisors
Georgia
$304K +$281K +661 New
BAM
561
Berkshire Asset Management
Pennsylvania
$295K – – –
AWM
562
Angeles Wealth Management
California
$295K +$272K +641 New
SAM
563
Seelaus Asset Management
New Jersey
$294K – – –
SCA
564
Stokes Capital Advisors
South Carolina
$294K -$59.5K -140 -18%
KIA
565
KCM Investment Advisors
California
$294K – – –
D
566
Diversified
Delaware
$293K -$425 -1 -0.2%
DE
567
Diversified Enterprises
Delaware
$293K +$271K +637 New
LSA
568
Leonteq Securities AG
Switzerland
$292K +$270K +636 New
GAM
569
Gotham Asset Management
New York
$291K -$1.13M -2,652 -81%
OTL
570
Oak Thistle LLC
New York
$290K -$71.8K -169 -21%
DBIA
571
Dumont & Blake Investment Advisors
New Jersey
$290K -$309K -727 -54%
PHIC
572
Pine Haven Investment Counsel
Massachusetts
$287K – – –
BSI
573
Bennett Selby Investments
Maine
$286K – – –
BFS
574
Bradley Foster & Sargent
Connecticut
$284K -$4.67K -11 -2%
LFG
575
Larson Financial Group
Missouri
$284K +$72.2K +170 +38%
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