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Name Holding Trade Value Shares
Change
Change in
Stake
CF
501
Clarity Financial
Texas
$10.2M -$3.36M -31,994 -23%
NPPM
502
North Point Portfolio Managers
Ohio
$10.2M -$22.7K -216 -0.2%
NIM
503
Northeast Investment Management
Massachusetts
$10.1M -$367K -3,496 -3%
TA
504
TruWealth Advisors
Louisiana
$10.1M +$10.5M +99,909 +2,463%
TFA
505
Toth Financial Advisory
Virginia
$10.1M -$88.5K -843 -0.8%
ERIM
506
Eagle Ridge Investment Management
Connecticut
$10.1M -$83.8K -798 -0.8%
SC
507
Scotia Capital
Ontario, Canada
$10M -$2.26M -21,560 -17%
JIM
508
Jensen Investment Management
Oregon
$10M -$105K -1,000 -1%
OSAM
509
O'Shaughnessy Asset Management
Connecticut
$9.96M +$2.38M +22,674 +28%
AMI
510
Amica Mutual Insurance
Rhode Island
$9.92M +$2.53M +24,126 +31%
SPIA
511
Steward Partners Investment Advisory
New York
$9.91M -$294K -2,799 -3%
MBTD
512
Mechanics Bank - Trust Department
California
$9.86M +$40.1K +382 +0.4%
KPWS
513
Kestra Private Wealth Services
Texas
$9.84M +$995K +9,470 +10%
PA
514
Pinnacle Associates
New York
$9.79M -$413K -3,937 -4%
GT
515
Greenleaf Trust
Michigan
$9.68M -$359K -3,416 -3%
DWM
516
Dakota Wealth Management
Florida
$9.66M +$127K +1,208 +1%
FAT
517
First American Trust
California
$9.6M +$1.03M +9,820 +11%
FNFDCM
518
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$9.5M -$5.67K -54 -0.1%
William Blair Investment Management
519
William Blair Investment Management
Illinois
$9.49M -$235K -2,241 -2%
AWM
520
Axxcess Wealth Management
California
$9.46M +$2.32M +22,077 +29%
NCM
521
Novare Capital Management
North Carolina
$9.46M +$214K +2,034 +2%
First Manhattan
522
First Manhattan
New York
$9.42M -$190K -1,811 -2%
ASN
523
Advisory Services Network
Georgia
$9.42M +$61.4K +585 +0.6%
BCB
524
Brian C. Broderick
$9.4M +$156K +1,484 +2%
DGAM
525
Desjardins Global Asset Management
Quebec, Canada
$9.39M -$1.51M -14,398 -13%