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Name Holding Trade Value Shares
Change
Change in
Stake
CJL
601
Cyrus J. Lawrence
New York
$10.7M +$11.3M +23,456 New
ARMC
602
American Research & Management Company
Massachusetts
$10.7M +$124K +257 +1%
AAM
603
Autus Asset Management
Arizona
$10.7M -$2.3M -4,773 -17%
RMA
604
Roffman Miller Associates
Pennsylvania
$10.6M +$1.13M +2,344 +11%
PAI
605
Pittenger & Anderson Inc
Nebraska
$10.4M +$7.11M +14,769 +183%
AssetMark Inc
606
AssetMark Inc
California
$10.4M +$4.24M +8,806 +63%
CCFCSB
607
Cape Cod Five Cents Savings Bank
Massachusetts
$10.4M +$50.5K +105 +0.5%
TWC
608
TD Waterhouse Canada
Ontario, Canada
$10.4M +$1.18M +2,458 +13%
MIC
609
Meridian Investment Counsel
California
$10.3M +$12K +25 +0.1%
AC
610
Addenda Capital
Quebec, Canada
$10.3M +$913K +1,898 +9%
PAS
611
Park Avenue Securities
New York
$10.3M +$877K +1,822 +9%
CWM
612
Curi Wealth Management
North Carolina
$10.3M +$333K +692 +3%
AMI
613
Amica Mutual Insurance
Rhode Island
$10.2M +$1.85M +3,840 +21%
RC
614
RegentAtlantic Capital
New Jersey
$10.2M -$68.8K -143 -0.6%
RHDIC
615
R.H. Dinel Investment Counsel
California
$10.1M
ACM
616
Advisors Capital Management
New Jersey
$10.1M +$9.08M +18,875 +566%
CA
617
Cornerstone Advisors
North Carolina
$10M
SW
618
SteelPeak Wealth
California
$10M +$2.85M +5,918 +37%
AIM
619
Allen Investment Management
New York
$10M -$354K -736 -3%
GG
620
Greenwood Gearhart
Arkansas
$9.99M +$2.31M +4,809 +28%
SIMG
621
Sonora Investment Management Group
Arizona
$9.92M +$9.62K +20 +0.1%
FCH
622
Freestone Capital Holdings
Washington
$9.9M +$1.21M +2,514 +13%
HWM
623
HFR Wealth Management
New York
$9.89M +$2.26M +4,700 +28%
PP
624
Prudential plc
United Kingdom
$9.88M +$1.79M +3,714 +21%
EAMA
625
EFG Asset Management (Americas)
Florida
$9.88M +$3.5M +7,279 +51%