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Name Holding Trade Value Shares
Change
Change in
Stake
VNIM
1801
Vaughan Nelson Investment Management
Texas
$757K
HF
1802
Hoxton Financial
West Virginia
$756K +$137K +7,252 +24%
NCM
1803
Newgate Capital Management
Connecticut
$730K
ELC
1804
Edgar Lomax Company
Virginia
$729K -$14.4M -761,600 -95%
LG
1805
Laidlaw Group
New York
$727K +$3.17K +168 +0.5%
OA
1806
Oxbow Advisors
Texas
$723K +$3.17K +168 +0.5%
GI
1807
Gradient Investments
Minnesota
$721K +$154K +8,176 +29%
MWM
1808
Modera Wealth Management
New Jersey
$712K +$8.46K +448 +1%
TCOTO
1809
Trust Company of the Ozarks
Missouri
$709K
PGA
1810
Portland Global Advisors
Maine
$707K +$5.29K +280 +0.8%
SCP
1811
Sandhill Capital Partners
New York
$705K +$132K +6,972 +25%
MA
1812
Marshwinds Advisory
Georgia
$702K +$13.2K +700 +2%
VNA
1813
VNBTrust National Association
Virginia
$700K +$21.2K +1,120 +3%
FC
1814
Fayerweather Charles
$696K +$26.4K +1,400 +4%
KA
1815
KLCM Advisors
Wisconsin
$695K -$138K -7,280 -17%
SBWM
1816
Sunflower Bank Wealth Management
Arizona
$695K +$6.88K +364 +1%
AMG
1817
Asset Management Group
Connecticut
$694K +$3.7K +196 +0.6%
AL
1818
Aspiriant LLC
California
$692K +$52.9K +2,800 +9%
VFAM
1819
Valley Forge Asset Management
Pennsylvania
$690K -$23.8K -1,260 -4%
VDI
1820
Vaughan David Investments
Illinois
$687K -$19.6K -1,036 -3%
IFS
1821
Ifrah Financial Services
Arkansas
$681K +$642K +33,992 New
DCM
1822
Dialectic Capital Management
Connecticut
$674K +$635K +33,600 New
GCM
1823
Glynn Capital Management
California
$673K
AssetMark Inc
1824
AssetMark Inc
California
$672K -$126K -6,692 -17%
CCT
1825
Country Club Trust
Missouri
$667K +$39.1K +2,072 +7%