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Name Holding Trade Value Shares
Change
Change in
Stake
FUBT
1101
First United Bank & Trust
Maryland
$784K -$22.5K -347 -3%
PL
1102
Perpetual Ltd
Australia
$784K +$752K +11,600 New
SWP
1103
Strategic Wealth Partners
Ohio
$772K +$747K +11,536 New
PG
1104
Patten Group
Tennessee
$770K -$254K -3,920 -26%
BLAM
1105
Bourne Lent Asset Management
New York
$768K -$107K -1,650 -13%
ECM
1106
Evergreen Capital Management
Washington
$767K -$271K -4,183 -27%
AF
1107
Advisornet Financial
Minnesota
$764K +$735K +11,343 New
I2I
1108
Insight 2811 Inc
Illinois
$764K +$735K +11,344 New
BAM
1109
Belpointe Asset Management
Nevada
$763K +$307K +4,744 +72%
CFG
1110
Citizens Financial Group
Rhode Island
$761K -$93.6K -1,445 -11%
CCM
1111
Carderock Capital Management
Maryland
$760K +$730K +11,271 New
TNBTD
1112
Trustmark National Bank Trust Department
Mississippi
$748K -$84.6K -1,305 -11%
WI
1113
WrapManager Inc
California
$747K -$210K -3,244 -23%
P
1114
Pitcairn
Pennsylvania
$746K -$26.4K -408 -4%
DSC
1115
Duncker Streett & Co
Missouri
$741K -$5.38K -83 -0.7%
CK
1116
Cohen Klingenstein
New York
$741K – – –
LRPA
1117
L. Roy Papp & Associates
Arizona
$738K – – –
FB
1118
Fulton Bank
Pennsylvania
$736K -$220K -3,399 -24%
WTB
1119
Washington Trust Bank
Washington
$736K +$32.3K +499 +5%
WA
1120
WealthTrust Axiom
Pennsylvania
$731K – – –
PAM
1121
Peak Asset Management
Colorado
$728K -$115K -1,774 -14%
JA
1122
JOYN Advisors
Georgia
$727K +$699K +10,793 New
CAM
1123
Columbia Asset Management
Michigan
$724K -$47K -725 -6%
BIC
1124
Bridges Investment Counsel
Nebraska
$722K -$154K -2,375 -18%
GD
1125
Grandfield & Dodd
New York
$721K -$31.6K -487 -4%