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Name Holding Trade Value Shares
Change
Change in
Stake
GC
826
Grimes & Company
Massachusetts
$14.7M +$215K +7,124 +2%
GIA
827
Granite Investment Advisors
New Hampshire
$14.7M -$4.41M -146,068 -24%
PWM
828
Perigon Wealth Management
California
$14.7M +$85.2K +2,820 +0.6%
UPA
829
Union Point Advisors
California
$14.6M +$705K +23,364 +5%
CTI
830
Community Trust & Investment
Kentucky
$14.6M -$2.9M -96,000 -17%
CW
831
Cobiz Wealth
Colorado
$14.6M +$3.55M +117,456 +33%
CC
832
Courier Capital
New York
$14.6M -$3.22M -106,672 -19%
DAM
833
Doheny Asset Management
California
$14.6M -$72.8K -2,412 -0.5%
CCM
834
Compton Capital Management
Rhode Island
$14.6M -$277K -9,168 -2%
ELC
835
Edgar Lomax Company
Virginia
$14.6M +$320K +10,600 +2%
BST
836
Bath Savings Trust
Maine
$14.5M +$369K +12,204 +3%
LWM
837
Lyons Wealth Management
Florida
$14.4M +$64.3K +2,128 +0.5%
PWM
838
Patriot Wealth Management
Texas
$14.4M +$38.3K +1,268 +0.3%
CA
839
Cullinan Associates
Kentucky
$14.4M +$14M +462,376 New
CII
840
Capital International Inc
California
$14.4M -$2.44M -80,760 -15%
ACP
841
Aviance Capital Partners
Florida
$14.3M +$140K +4,624 +1%
IH
842
IFC Holdings
Florida
$14.3M +$3.66M +121,360 +36%
PWAP
843
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$14.2M -$502K -16,640 -4%
WDA
844
Wendell David Associates
New Hampshire
$14.2M +$153K +5,072 +1%
DSI
845
Daiwa SB Investments
Japan
$14.2M -$4.09M -135,556 -23%
RFA
846
Reilly Financial Advisors
California
$14.2M -$3.18M -105,384 -19%
IA
847
Icon Advisers
Colorado
$14.2M -$954K -31,600 -6%
BIM
848
Bridgecreek Investment Management
Oklahoma
$14.1M +$1.68M +55,476 +14%
SI
849
SII Investments
Wisconsin
$14M -$174K -5,748 -1%
ECM
850
Everence Capital Management
Indiana
$13.9M