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Name Holding Trade Value Shares
Change
Change in
Stake
PL
976
Perpetual Ltd
Australia
$378K
MAFM
977
Mid Atlantic Financial Management
Pennsylvania
$378K +$4.92K +122 +1%
FWM
978
Focused Wealth Management
New York
$377K -$11.6K -287 -3%
WJA
979
Williams Jones & Associates
New York
$375K -$479K -11,882 -56%
BO
980
Bank OZK
Arkansas
$375K +$32.6K +808 +9%
C
981
Cerebellum
California
$375K +$82.1K +2,036 +28%
RWA
982
Ropes Wealth Advisors
Massachusetts
$370K -$87.2K -2,163 -19%
SFA
983
Sequoia Financial Advisors
Ohio
$370K -$3.75K -93 -1%
BCM
984
Boltwood Capital Management
California
$370K +$50.4K +1,250 +16%
FCCM
985
First City Capital Management
Georgia
$369K +$60.5K +1,500 +19%
MFW
986
Meristem Family Wealth
Minnesota
$367K +$323 +8 +0.1%
VFA
987
Voya Financial Advisors
Connecticut
$360K -$38.3K -949 -9%
PIM
988
Penobscot Investment Management
Massachusetts
$359K -$8.87K -220 -2%
IWM
989
IHT Wealth Management
Illinois
$359K +$115K +2,841 +46%
LWAC
990
Laurel Wealth Advisors (California)
California
$355K -$7.54K -187 -2%
SCM
991
Sterneck Capital Management
Missouri
$355K +$360K +8,926 New
DWA
992
Douglass Winthrop Advisors
New York
$354K -$51.4K -1,275 -13%
LWANC
993
Laurel Wealth Advisors (North Carolina)
North Carolina
$354K +$47.7K +1,183 +15%
LIM
994
Leavell Investment Management
Alabama
$353K -$57.5K -1,425 -14%
NERM
995
New England Research & Management
Illinois
$353K
MCM
996
MV Capital Management
Maryland
$353K +$62.9K +1,560 +21%
RIM
997
Redwood Investment Management
Arizona
$352K +$106K +2,617 +42%
MWPCG
998
Measured Wealth Private Client Group
New Hampshire
$351K -$121K -3,006 -25%
TCM
999
Tufton Capital Management
Maryland
$351K -$50.6K -1,255 -12%
EF
1000
Exeter Financial
Arizona
$351K +$4.88K +121 +1%