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Name Holding Trade Value Shares
Change
Change in
Stake
FHA
701
Flagship Harbor Advisors
Massachusetts
$263K +$14K +55 +6%
SPC
702
Sigma Planning Corp
Michigan
$262K +$242K +954 New
BHWM
703
Bar Harbor Wealth Management
New Hampshire
$261K -$5.08K -20 -2%
BBI
704
Baxter Bros Inc
Connecticut
$261K
PI
705
Pettee Investors
Connecticut
$260K
VIMU
706
Veritas Investment Management (UK)
United Kingdom
$260K
SHGA
707
Sand Hill Global Advisors
California
$255K +$236K +927 New
DWT
708
Dorsey & Whitney Trust
South Dakota
$255K +$242K +953 New
CAW
709
Cornerstone Advisors (Washington)
Washington
$254K +$32K +126 +16%
Select Equity Group
710
Select Equity Group
New York
$253K -$87.4M -344,201 -100%
CBFP
711
Cedar Brook Financial Partners
Ohio
$251K +$232K +915 New
IC
712
IEQ Capital
California
$249K -$276K -1,087 -55%
TMAM
713
Tokio Marine Asset Management
Japan
$249K +$231K +908 New
FMLI
714
Fukoku Mutual Life Insurance
Japan
$247K
AFS
715
Axiom Financial Strategies
Indiana
$243K +$225K +884 New
VAS
716
Vestmark Advisory Solutions
Massachusetts
$240K +$222K +874 New
WSTAM
717
Wilbanks Smith & Thomas Asset Management
Virginia
$240K +$222K +874 New
SB
718
Simmons Bank
Arkansas
$238K -$23.1K -91 -9%
ARTA
719
A.R.T. Advisors
New York
$236K +$218K +860 New
WG
720
Welch Group
Alabama
$236K +$218K +860 New
PFA
721
Professional Financial Advisors
Nebraska
$235K +$218K +857 New
TAM
722
Tocqueville Asset Management
New York
$234K -$38.1K -150 -15%
FMWA
723
Forvis Mazars Wealth Advisors
Missouri
$234K +$216K +851 New
ABC
724
Associated Banc-Corp
Wisconsin
$231K -$47K -185 -18%
CHA
725
Carmichael Hill & Associates
Maryland
$230K