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Name Holding Trade Value Shares
Change
Change in
Stake
MPM
501
Meritage Portfolio Management
Kansas
$89.4M -$992K -7,653 -1%
PWM
502
Perigon Wealth Management
California
$89.2M -$294K -2,270 -0.3%
GWM
503
Geneos Wealth Management
Colorado
$88.4M -$13.9M -107,009 -14%
BAM
504
Barrett Asset Management
New York
$88.4M -$735K -5,674 -0.9%
GT
505
Greenleaf Trust
Michigan
$88.3M +$3.13M +24,169 +4%
WP
506
WealthPLAN Partners
Nebraska
$88.1M +$1.11M +8,543 +1%
ICG
507
InterOcean Capital Group
Tennessee
$87.4M +$1.2M +9,293 +1%
QAM
508
QCI Asset Management
New York
$87.1M +$1.13M +8,702 +1%
HAG
509
HighPoint Advisor Group
Illinois
$86.8M +$4.64M +35,789 +6%
WHG
510
Westwood Holdings Group
Texas
$86.7M -$2.57M -19,811 -3%
BHC
511
Bowen Hanes & Co
Florida
$86.4M -$4.46M -34,415 -5%
AA
512
Ancora Advisors
Ohio
$86.4M -$1.36M -10,469 -2%
AIP
513
Ameritas Investment Partners
Nebraska
$86.2M -$748K -5,773 -0.9%
ZCM
514
Ziegler Capital Management
Illinois
$85.6M -$21.1M -162,564 -24%
ACI
515
Alpha Cubed Investments
California
$85.4M +$2.59M +19,973 +3%
Credit Agricole
516
Credit Agricole
France
$85M +$359K +2,771 +0.4%
BFS
517
Bard Financial Services
Connecticut
$84.7M -$87.5K -675 -0.1%
MYAM
518
Meiji Yasuda Asset Management
Japan
$84.5M +$23.4M +180,407 +41%
CI
519
Cincinnati Insurance
Ohio
$84.4M
CC
520
Chicago Capital
Illinois
$84.1M -$1.08M -8,341 -1%
CWM
521
Calamos Wealth Management
Illinois
$84.1M -$2.03M -15,704 -2%
CICI
522
Capital Investment Counsel Inc
North Carolina
$83.2M +$14M +108,124 +22%
CC
523
Cannell & Co
New York
$83.1M -$825K -6,371 -1%
KWILP
524
Kiwi Wealth Investments Limited Partnership
New Zealand
$83M -$14.5M -111,627 -16%
LNC
525
Lincoln National Corp
Pennsylvania
$82.8M +$2.24M +17,301 +3%