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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
776
Allen Investment Management
New York
$59.7M +$25.4M +160,748 +92%
MIA
777
MainStreet Investment Advisors
Illinois
$59.7M -$2.16M -13,682 -4%
AC
778
Alleghany Corporation
New York
$59.3M
HIC
779
Hartline Investment Corp
Illinois
$59.1M +$373K +2,363 +0.7%
PCM
780
Pennsylvania Capital Management
Pennsylvania
$59M +$16.9M +106,971 +48%
OC
781
Oakworth Capital
Alabama
$58.8M +$664K +4,201 +1%
FB
782
Fulton Bank
Pennsylvania
$58.8M -$517K -3,274 -1%
BST
783
Bath Savings Trust
Maine
$58.8M -$1.69M -10,711 -3%
EDRH
784
Edmond de Rothschild Holding
Switzerland
$58.7M -$27.8K -176 -0.1%
IFG
785
Independent Financial Group
California
$58.7M +$2.12M +13,432 +4%
LFAS
786
Level Four Advisory Services
Texas
$58.6M +$10.4M +65,877 +25%
CWP
787
CFM Wealth Partners
Texas
$58.4M -$361K -2,287 -0.7%
AMI
788
Amica Mutual Insurance
Rhode Island
$58.4M
AC
789
Avenir Corporation
Virginia
$58.3M +$592K +3,746 +1%
MLL
790
Moody Lynn & Lieberson
Massachusetts
$58.3M +$4.58M +28,983 +10%
CIA
791
Choate Investment Advisors
Massachusetts
$58.3M +$793K +5,018 +2%
Jones Financial Companies
792
Jones Financial Companies
Missouri
$58.2M -$54.7K -346 -0.1%
NEI
793
Northwest & Ethical Investments
Ontario, Canada
$58.1M -$2.83M -17,900 -5%
AL
794
Aspiriant LLC
California
$58M +$1.8M +11,378 +4%
CMI
795
Clare Market Investments
Texas
$57.9M +$351K +2,222 +0.7%
RWM
796
Ritholtz Wealth Management
New York
$57.7M +$8.89M +56,239 +21%
RFA
797
Reilly Financial Advisors
California
$57.7M -$1.58M -9,995 -3%
IAIM
798
International Assets Investment Management
Florida
$57.3M +$1.7M +10,744 +3%
SC
799
SouthState Corp
Florida
$57.3M -$454K -2,870 -0.9%
WP
800
WMS Partners
Maryland
$57.2M -$2.07M -13,129 -4%