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Name Holding Trade Value Shares
Change
Change in
Stake
DLG
501
Daniel L. Goodwin
$241K +$230K +3,700 New
GAM
502
Garrison Asset Management
Arkansas
$240K -$11.8K -190 -5%
KCMRT
503
Kemper Corp Master Retirement Trust
Illinois
$236K -$266K -4,275 -54%
CCM
504
Catawba Capital Management
Virginia
$235K +$16.2K +260 +8%
FANJ
505
Financial Architects (New Jersey)
New Jersey
$234K +$28.1K +451 +14%
BCM
506
Bluefin Capital Management
New York
$234K +$224K +3,600 New
Verition Fund Management
507
Verition Fund Management
Connecticut
$233K -$276K -4,430 -55%
EWM
508
Evercore Wealth Management
New York
$232K -$29.4K -472 -12%
AI
509
Atria Investments
North Carolina
$225K +$12.8K +205 +6%
HNB
510
Huntington National Bank
Ohio
$224K +$23.4K +375 +12%
WOC
511
West Oak Capital
California
$222K
HK
512
Horizon Kinetics
New York
$222K
GA
513
Geneva Advisors
Illinois
$219K +$209K +3,364 New
SEM
514
Suncoast Equity Management
Florida
$213K -$19.6K -315 -9%
FWM
515
Focused Wealth Management
New York
$209K
LNWWM
516
Laird Norton Wetherby Wealth Management
California
$207K +$198K +3,187 New
W
517
Wealthfront
California
$206K +$197K +3,164 New
GRP
518
Global Retirement Partners
California
$204K +$79.1K +1,270 +68%
TTWM
519
TCV Trust & Wealth Management
Virginia
$202K +$193K +3,100 New
WA
520
WBH Advisory
Maryland
$201K +$193K +3,102 New
RPG
521
Risk Paradigm Group
Texas
$194K +$32.9K +529 +22%
CTC
522
Central Trust Company
Missouri
$190K -$411K -6,599 -69%
WTB
523
Washington Trust Bank
Washington
$181K -$7.66K -123 -4%
MIFH
524
Migdal Insurance & Financial Holdings
Israel
$174K +$12.8K +205 +8%
HFM
525
Harvest Fund Management
China
$171K -$49.8K -800 -23%