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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1376
Barrett Asset Management
New York
$625K -$93.5K -428 -12%
H
1377
HoyleCohen
California
$624K -$16.4K -75 -2%
BG
1378
Berry Group
Massachusetts
$622K -$29.9K -137 -4%
FIM
1379
Frontier Investment Management
Texas
$620K -$685K -3,138 -51%
KFA
1380
Kelleher Financial Advisors
New York
$619K +$49.4K +226 +8%
Vanguard Personalized Indexing Management
1381
Vanguard Personalized Indexing Management
California
$619K +$667K +3,055 New
ATIA
1382
American Trust Investment Advisors
New Hampshire
$618K +$23.6K +108 +4%
HR
1383
Hayden Royal
North Carolina
$617K +$24.2K +111 +4%
KFS
1384
Kurt F. Somerville
$615K +$107K +490 +19%
IIC
1385
Integrated Investment Consultants
Michigan
$613K +$655 +3 +0.1%
EB
1386
Eastern Bank
Massachusetts
$612K -$10.5K -48 -2%
CPSC
1387
Carl P. Sherr & Co
Massachusetts
$610K -$21.8K -100 -3%
ACP
1388
Aveo Capital Partners
Colorado
$610K +$10.7K +49 +2%
NSEDCP
1389
NJ State Employees Deferred Compensation Plan
New Jersey
$608K
AAP
1390
Ardsley Advisory Partners
Connecticut
$608K +$655K +3,000 New
DA
1391
Dillon & Associates
Michigan
$607K
OMC
1392
Old Mission Capital
Illinois
$607K +$654K +2,995 New
ZIC
1393
ZWJ Investment Counsel
Georgia
$604K
PWW
1394
Pettyjohn Wood & White
Virginia
$602K -$14.2K -65 -2%
TI
1395
tru Independence
Oregon
$602K
NIC
1396
Northwest Investment Counselors
Oregon
$601K +$1.75K +8 +0.3%
VC
1397
Veracity Capital
Georgia
$598K -$158K -724 -20%
GRP
1398
Global Retirement Partners
California
$598K +$82.3K +377 +15%
HFA
1399
High Falls Advisors
New York
$596K +$218 +1 +0%
FHC
1400
First Heartland Consultants
Missouri
$594K -$32.8K -150 -5%