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Name Holding Trade Value Shares
Change
Change in
Stake
TF
751
Tompkins Financial
New York
$235K – – –
BAM
752
Brave Asset Management
New Jersey
$234K – – –
LPAM
753
Lodestar Private Asset Management
California
$231K +$223K +1,142 New
First Manhattan
754
First Manhattan
New York
$231K – – –
IIC
755
Integrated Investment Consultants
Michigan
$230K +$222K +1,138 New
TWP
756
Tempus Wealth Planning
California
$230K – – –
FA
757
FDx Advisors
Illinois
$230K +$222K +1,137 New
FMAEN1
758
Fund Management at Engine No 1
California
$230K +$222K +1,136 New
LJHT
759
Laurie J. Hall Trustee
$227K – – –
SIM
760
SSI Investment Management
California
$226K +$218K +1,115 New
PI
761
Putnam Investments
Massachusetts
$224K -$3.29M -16,823 -94%
LNC
762
Lincoln National Corp
Pennsylvania
$223K +$215K +1,102 New
IWC
763
Integrated Wealth Concepts
Massachusetts
$222K -$56.7K -290 -21%
PFM
764
Parsec Financial Management
North Carolina
$222K +$214K +1,095 New
GWS
765
Glassman Wealth Services
Virginia
$221K +$2.74K +14 +1%
Verition Fund Management
766
Verition Fund Management
Connecticut
$219K -$2.6M -13,286 -92%
LPIC
767
LeJeune Puetz Investment Counsel
Michigan
$218K – – –
CYG
768
Clean Yield Group
Vermont
$217K – – –
PTC
769
Petrus Trust Company
Texas
$217K +$210K +1,073 New
EWM
770
Empirical Wealth Management
Washington
$215K +$207K +1,060 New
CS
771
Cannell & Spears
New York
$214K +$207K +1,059 New
MNBTD
772
Moody National Bank Trust Division
Texas
$212K +$205K +1,049 New
BBL
773
Beck Bode LLC
Massachusetts
$212K -$498K -2,549 -71%
IMOV
774
Investment Management of Virginia
Virginia
$212K +$205K +1,048 New
TWI
775
Thomas White International
Illinois
$211K -$70.4K -360 -26%