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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1001
Novare Capital Management
North Carolina
$9.36M -$582K -21,980 -6%
NFG
1002
NewFocus Financial Group
Washington
$9.34M +$12.4K +468 +0.1%
CCM
1003
Copeland Capital Management
Pennsylvania
$9.31M +$6.45M +243,856 +285%
EWA
1004
Exencial Wealth Advisors
Oklahoma
$9.31M +$8.68M +328,092 New
BWM
1005
Braver Wealth Management
Massachusetts
$9.31M -$534K -20,184 -6%
PPSG
1006
Princeton Portfolio Strategies Group
New Jersey
$9.29M +$23.9K +904 +0.3%
FNT
1007
First Nebraska Trust
Nebraska
$9.28M +$137K +5,180 +2%
CCA
1008
Cobblestone Capital Advisors
New York
$9.28M -$174K -6,568 -2%
WCMN
1009
Westchester Capital Management (Nebraska)
Nebraska
$9.28M -$562K -21,220 -6%
FG
1010
Fiduciary Group
Georgia
$9.26M -$33.5K -1,264 -0.4%
SAA
1011
Southeast Asset Advisors
Georgia
$9.25M +$46.4K +1,752 +0.5%
CANC
1012
Culbertson A N & Co
Virginia
$9.25M +$256K +9,656 +3%
FM
1013
Foster & Motley
Ohio
$9.24M -$1.21M -45,696 -12%
CYG
1014
Clean Yield Group
Vermont
$9.21M -$45.5K -1,720 -0.5%
BWFM
1015
Bridgewater Wealth & Financial Management
Maryland
$9.21M -$391K -14,780 -4%
ACM
1016
Advisors Capital Management
New Jersey
$9.19M +$96.9K +3,660 +1%
HT
1017
HighTower Trust
Texas
$9.16M +$75.2K +2,840 +0.9%
SFS
1018
Strategic Financial Services
New York
$9.14M -$36.9K -1,396 -0.4%
MMG
1019
Monetary Management Group
Missouri
$9.11M -$241K -9,120 -3%
MC
1020
Moors & Cabot
Massachusetts
$9.07M +$446K +16,836 +6%
TRIM
1021
Thompson Rubinstein Investment Management
Oregon
$9.04M -$70.2K -2,652 -0.8%
CCM
1022
Channing Capital Management
Illinois
$9M
SGCA
1023
Steel Grove Capital Advisors
Tennessee
$8.98M +$1.78M +67,300 +27%
SPC
1024
Stewart & Patten Company
California
$8.93M +$191K +7,224 +2%
1SB
1025
1ST Source Bank
Indiana
$8.93M +$11.4K +432 +0.1%