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Name Holding Trade Value Shares
Change 		Change in
Stake
CD
1301
Carl Domino
Florida
$395K +$11.2K +227 +3%
FFA
1302
First Foundation Advisors
California
$392K -$62.3K -1,266 -14%
VNB
1303
Valley National Bancorp
New York
$392K +$392K +7,974 New
TIM
1304
Thompson Investment Management
Wisconsin
$391K +$14K +284 +4%
LI
1305
Lafayette Investments
Maryland
$390K – – –
SL
1306
Summitry LLC
California
$387K +$34.5K +701 +10%
LA
1307
Lau Associates
Delaware
$384K – – –
WTB
1308
Washington Trust Bank
Washington
$383K -$2.5M -50,841 Closed
LPC
1309
Loeb Partners Corp
New York
$383K – – –
JPMIA
1310
J.P. Marvel Investment Advisors
Massachusetts
$378K – – –
S
1311
SignatureFD
Georgia
$375K +$10.4K +211 +3%
MPIA
1312
Mountain Pacific Investment Advisers
Idaho
$374K +$4.92K +100 +1%
CPA
1313
Cowen Prime Advisors
New York
$372K -$5.46K -111 -1%
BC
1314
Brookfield Corp
Ontario, Canada
$369K – – –
PCM
1315
Palisade Capital Management
New Jersey
$367K -$152K -3,100 -29%
BCM
1316
Beck Capital Management
Texas
$367K +$378K +7,694 New
JWA
1317
JFS Wealth Advisors
Pennsylvania
$363K -$102K -2,068 -22%
WCM
1318
Weik Capital Management
Pennsylvania
$363K -$17.2K -350 -5%
BAM
1319
Brave Asset Management
New Jersey
$362K +$363K +7,374 New
KB
1320
Kimelman & Baird
New York
$360K -$3.44K -70 -0.9%
BP
1321
Ballentine Partners
Massachusetts
$360K +$5.9K +120 +2%
CCM
1322
Condor Capital Management
New Jersey
$360K +$73.6K +1,497 +26%
GWM
1323
Greenwich Wealth Management
Connecticut
$360K +$136K +2,775 +61%
SFM
1324
Signature Financial Management
Virginia
$359K +$25.7K +522 +8%
BSWMG
1325
Barrington Strategic Wealth Management Group
Illinois
$358K -$73.8K -1,500 -17%
51 52
53
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