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Ferguson

Name Holding Trade Value Shares
Change
Change in
Stake
SB
701
Strategic Blueprint
Georgia
$265K +$31.1K +129 +13%
LAM
702
L2 Asset Management
Massachusetts
$263K +$13.3K +55 +5%
PA
703
Pinnacle Associates
New York
$261K +$48.3K +200 +22%
DWP
704
Daymark Wealth Partners
Ohio
$261K -$965 -4 -0.4%
AO
705
Advisor OS
Illinois
$261K +$1.45K +6 +0.5%
TF
706
Tenzing Financial
Virginia
$257K +$2.17K +9 +0.8%
PCM
707
Penserra Capital Management
California
$254K +$5.07K +21 +2%
LC
708
Landaas & Company
Wisconsin
$253K +$258K +1,068 New
MBTD
709
Mechanics Bank - Trust Department
California
$251K – – –
WFI
710
West Family Investments
California
$250K +$254K +1,053 New
AAM
711
Auxier Asset Management
Oregon
$249K – – –
VCM
712
Versant Capital Management
Arizona
$248K +$68.8K +285 +38%
KeyBank National Association
713
KeyBank National Association
Ohio
$247K +$251K +1,039 New
EPW
714
Evolve Private Wealth
California
$240K -$241K -998 -50%
IP
715
Ignite Planners
California
$237K +$20K +83 +9%
DWA
716
Douglass Winthrop Advisors
New York
$237K – – –
RCG
717
Ruane, Cunniff & Goldfarb
New York
$237K – – –
DT
718
DV Trading
Illinois
$237K +$241K +1,000 New
TFA
719
Tranquilli Financial Advisor
New Jersey
$237K +$5.79K +24 +2%
DWM
720
Drive Wealth Management
Utah
$237K +$7.96K +33 +3%
VW
721
Vantus Wealth
Pennsylvania
$234K +$237K +984 New
BHWA
722
Beacon Harbor Wealth Advisors
Virginia
$233K -$133K -550 -36%
GKFF
723
George Kaiser Family Foundation
Oklahoma
$233K +$236K +980 New
PGCM
724
Prescott Group Capital Management
Oklahoma
$233K +$236K +980 New
BFO
725
Boston Family Office
Massachusetts
$232K – – –