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Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
701
Ferguson Wellman Capital Management
Oregon
$304K – – –
DHFB
702
Dixon Hubard Feinour & Brown
Virginia
$304K +$208K +3,950 New
GC
703
Giverny Capital
Quebec, Canada
$303K +$281K +5,336 New
FB
704
Fulton Bank
Pennsylvania
$300K -$24K -455 -8%
VF
705
Virtu Financial
New York
$298K +$276K +5,244 New
LIA
706
LS Investment Advisors
Michigan
$293K – – –
BAM
707
Berkshire Asset Management
Pennsylvania
$290K – – –
SWM
708
Strategic Wealth Management
Washington
$290K +$269K +5,100 New
BG
709
Bollard Group
Massachusetts
$289K +$268K +5,093 New
SWP
710
Stratos Wealth Partners
Ohio
$287K +$4.32K +82 +2%
Verition Fund Management
711
Verition Fund Management
Connecticut
$284K -$12.9K -245 -5%
AAM
712
AR Asset Management
California
$284K – – –
SIA
713
Sit Investment Associates
Minnesota
$284K – – –
LC
714
Lindbrook Capital
California
$281K -$16.7K -316 -6%
PGA
715
Portland Global Advisors
Maine
$279K – – –
BWP
716
Baldwin Wealth Partners
Massachusetts
$277K -$6.06K -115 -2%
KMWM
717
Keudell/Morrison Wealth Management
Oregon
$275K -$11.5K -218 -4%
TC
718
TownSquare Capital
Utah
$273K -$50.3K -955 -19%
MIM
719
Martin Investment Management
Florida
$272K +$252K +4,790 New
PMA
720
Prudent Man Advisors
Illinois
$270K +$251K +4,754 New
PGFC
721
Peapack-Gladstone Financial Corp
New Jersey
$268K +$1.11K +21 +0.4%
WANY
722
Wealthspire Advisors (New York)
New York
$265K -$159K -3,018 -39%
RT
723
Rockland Trust
Massachusetts
$265K -$119K -2,263 -33%
BPCE
724
Bank Pictet & Cie (Europe)
Germany
$265K +$1.32M +25,012 New
WPP
725
Whalerock Point Partners
Rhode Island
$263K – – –