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Name Holding Trade Value Shares
Change
Change in
Stake
HIC
701
Holderness Investments Company
North Carolina
$202K +$204K +9,606 New
WAM
702
Wealthspire Advisors (Maryland)
Maryland
$198K +$55.8K +2,624 +39%
WB
703
Webster Bank
Connecticut
$192K -$4.25K -200 -2%
AF
704
Arrow Financial
New York
$189K – – –
SC
705
SRB Corp
Massachusetts
$183K -$17.8K -837 -9%
VFA
706
Virtus Fund Advisers
Connecticut
$179K – – –
OC
707
Oakworth Capital
Alabama
$173K -$67.1K -3,154 -28%
STA
708
Summit Trail Advisors
New York
$171K +$156K +7,322 New
SFSIG
709
San Francisco Sentry Investment Group
California
$167K -$2.83K -133 -2%
Barrow, Hanley, Mewhinney & Strauss
710
Barrow, Hanley, Mewhinney & Strauss
Texas
$164K -$112K -5,283 -40%
WTC
711
WhitTier Trust Company
Nevada
$157K – – –
MOS
712
MGO One Seven
Ohio
$156K +$158K +7,412 New
BFEC
713
Benjamin F. Edwards & Company
Missouri
$155K -$19.7K -925 -11%
HRC
714
Hoertkorn Richard Charles
$154K – – –
YWP
715
YorkBridge Wealth Partners
New York
$149K +$1.91K +90 +1%
PCG
716
Private Capital Group
Connecticut
$145K +$20.6K +968 New
NAMA
717
Nikko Asset Management Americas
New York
$144K – – –
EAM
718
Exane Asset Management
France
$143K +$145K +6,797 New
FMLI
719
Fukoku Mutual Life Insurance
Japan
$137K – – –
HSA
720
Hussman Strategic Advisors
Maryland
$137K – – –
WTB
721
Washington Trust Bank
Washington
$137K +$50.5K +2,375 +57%
VFA
722
Valeo Financial Advisors
Indiana
$137K +$85.3K +4,011 +159%
JCM
723
Jacobi Capital Management
Pennsylvania
$136K +$75.6K +3,555 +134%
IWM
724
IHT Wealth Management
Illinois
$135K +$9.08K +427 +7%
ABA
725
American Beacon Advisors
Texas
$131K – – –