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Name Holding Trade Value Shares
Change
Change in
Stake
PI
651
Pettee Investors
Connecticut
$242K
ST
652
Spinnaker Trust
Maine
$242K
Arrowstreet Capital
653
Arrowstreet Capital
Massachusetts
$238K +$103K +1,100 +46%
TCOV
654
Trust Company of Vermont
Vermont
$237K +$82.8K +888 +34%
OAM
655
Occidental Asset Management
California
$234K
TBA
656
Tower Bridge Advisors
Pennsylvania
$232K
JMFC
657
J.M. Forbes & Co
Massachusetts
$232K
PCG
658
Private Capital Group
Connecticut
$232K +$31.7K +340 +11%
HT
659
Heritage Trust
Oklahoma
$231K -$12.5K -134 -4%
CHA
660
Carmichael Hill & Associates
Maryland
$231K
SBIA
661
Sheaff Brock Investment Advisors
Indiana
$231K
HCM
662
Horan Capital Management
Maryland
$230K -$50.8K -545 -14%
BFC
663
Blue Fin Capital
Rhode Island
$230K -$25.9K -278 -8%
SCM
664
Shelton Capital Management
Colorado
$230K
CIA
665
CSat Investment Advisory
Michigan
$230K +$7.84K +84 +3%
WS
666
Wedbush Securities
California
$228K -$135K -1,449 -30%
BDF
667
Black Diamond Financial
Maryland
$228K
OIA
668
OneDigital Investment Advisors
Kansas
$228K +$13.4K +144 +5%
BFO
669
Boston Family Office
Massachusetts
$227K -$106K -1,135 -26%
ClearBridge Investments
670
ClearBridge Investments
New York
$227K -$24.5K -263 -7%
DAS
671
Dynamic Advisor Solutions
Arizona
$227K -$5.69K -61 -2%
ICM
672
IMS Capital Management
Oregon
$225K -$416K -4,455 -58%
VCM
673
Vigilant Capital Management
Maine
$225K +$74.6K +800 +32%
C
674
Certuity
Florida
$224K -$13K -139 -4%
CTA
675
Chesley Taft & Associates
Illinois
$224K