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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
901
Parsons Capital Management
Rhode Island
$658K -$6.18K -20 -1%
Evercore Wealth Management
902
Evercore Wealth Management
New York
$658K – – –
CP
903
CenterBook Partners
Connecticut
$658K +$637K +2,061 New
P
904
Pitcairn
Pennsylvania
$657K -$32.5K -105 -5%
Verition Fund Management
905
Verition Fund Management
Connecticut
$656K +$635K +2,055 New
Donaldson Capital Management
906
Donaldson Capital Management
Indiana
$651K +$7.42K +24 +1%
FFMBT
907
First Farmers & Merchants Bank Trust
Tennessee
$646K – – –
TIA
908
Trust Investment Advisors
Indiana
$645K +$18.2K +59 +3%
USGIU
909
U.S. Global Investors (USGI)
Texas
$639K – – –
HCM
910
Harvey Capital Management
Florida
$638K – – –
Quadrant Capital Group
911
Quadrant Capital Group
Ohio
$637K +$38.6K +125 +7%
FLC
912
Fifth Lane Capital
Texas
$637K +$616K +1,993 New
APIM
913
Agate Pass Investment Management
Washington
$635K +$61.8K +200 +11%
EFS
914
Essex Financial Services
Connecticut
$634K -$238K -769 -28%
Savant Capital
915
Savant Capital
Illinois
$628K +$9.59K +31 +2%
LC
916
LCNB Corp
Ohio
$626K – – –
Graham Capital Management
917
Graham Capital Management
Connecticut
$624K +$605K +1,956 New
LC
918
Lindbrook Capital
California
$622K +$453K +1,465 +305%
IAMOG
919
Investors Asset Management of Georgia
Georgia
$618K +$203K +655 +51%
Wilbanks Smith & Thomas Asset Management
920
Wilbanks Smith & Thomas Asset Management
Virginia
$616K -$5.57K -18 -0.9%
Valeo Financial Advisors
921
Valeo Financial Advisors
Indiana
$613K +$198K +640 +50%
Evergreen Capital Management
922
Evergreen Capital Management
Washington
$603K -$38K -123 -6%
ACM
923
AlphaStar Capital Management
North Carolina
$601K +$116K +376 +25%
HIC
924
Holderness Investments Company
North Carolina
$600K -$1.55K -5 -0.3%
BMC
925
Beaton Management Company
Massachusetts
$598K – – –