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Name Holding Trade Value Shares
Change
Change in
Stake
Trillium Asset Management
701
Trillium Asset Management
Massachusetts
$264K +$244K +961 New
FHA
702
Flagship Harbor Advisors
Massachusetts
$263K +$14K +55 +6%
Sigma Planning Corp
703
Sigma Planning Corp
Michigan
$262K +$242K +954 New
BHWM
704
Bar Harbor Wealth Management
New Hampshire
$261K -$5.08K -20 -2%
BBI
705
Baxter Bros Inc
Connecticut
$261K – – –
PI
706
Pettee Investors
Connecticut
$260K – – –
VIMU
707
Veritas Investment Management (UK)
United Kingdom
$260K – – –
SHGA
708
Sand Hill Global Advisors
California
$255K +$236K +927 New
DWT
709
Dorsey & Whitney Trust
South Dakota
$255K +$242K +953 New
CAW
710
Cornerstone Advisors (Washington)
Washington
$254K +$32K +126 +16%
Select Equity Group
711
Select Equity Group
New York
$253K -$87.4M -344,201 -100%
CBFP
712
Cedar Brook Financial Partners
Ohio
$251K +$232K +915 New
IEQ Capital
713
IEQ Capital
California
$249K -$276K -1,087 -55%
Tokio Marine Asset Management
714
Tokio Marine Asset Management
Japan
$249K +$231K +908 New
FMLI
715
Fukoku Mutual Life Insurance
Japan
$247K – – –
AFS
716
Axiom Financial Strategies
Indiana
$243K +$225K +884 New
Vestmark Advisory Solutions
717
Vestmark Advisory Solutions
Massachusetts
$240K +$222K +874 New
Wilbanks Smith & Thomas Asset Management
718
Wilbanks Smith & Thomas Asset Management
Virginia
$240K +$222K +874 New
SB
719
Simmons Bank
Arkansas
$238K -$23.1K -91 -9%
ARTA
720
A.R.T. Advisors
New York
$236K +$218K +860 New
Welch Group
721
Welch Group
Alabama
$236K +$218K +860 New
PFA
722
Professional Financial Advisors
Nebraska
$235K +$218K +857 New
Tocqueville Asset Management
723
Tocqueville Asset Management
New York
$234K -$38.1K -150 -15%
Forvis Mazars Wealth Advisors
724
Forvis Mazars Wealth Advisors
Missouri
$234K +$216K +851 New
Associated Banc-Corp
725
Associated Banc-Corp
Wisconsin
$231K -$47K -185 -18%