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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1101
Regent Investment Management
Kentucky
$15.5M +$590K +3,740 +4%
JWBC
1102
J.W. Burns & Co
New York
$15.5M +$192K +1,220 +1%
NSAM
1103
North Star Asset Management
Wisconsin
$15.5M +$139K +880 +0.9%
DAS
1104
Dynamic Advisor Solutions
Arizona
$15.5M +$2.21M +14,020 +17%
HCM
1105
Harvey Capital Management
Florida
$15.5M -$2.58M -16,360 -14%
PWM
1106
Perigon Wealth Management
California
$15.5M -$139K -880 -0.9%
BPM
1107
Bowling Portfolio Management
Ohio
$15.4M +$1.52M +9,660 +11%
PI
1108
Pennant Investors
New Jersey
$15.4M -$5.04M -32,000 -25%
JAM
1109
JCIC Asset Management
Ontario, Canada
$15.4M +$129K +820 +0.8%
S
1110
Seeyond
France
$15.4M +$4.33M +27,480 +39%
CRB
1111
Chad R. Baker
$15.4M
WC
1112
Whitney & Co
New York
$15.3M +$363K +2,300 +2%
BPA
1113
Beacon Pointe Advisors
California
$15.3M +$2.7M +17,120 +21%
FFM
1114
Fullerton Fund Management
Singapore
$15.3M +$15.3M +96,980 New
ACM
1115
Academy Capital Management
Texas
$15.2M -$240K -1,520 -2%
CWP
1116
CFM Wealth Partners
Texas
$15.1M +$359K +2,280 +2%
SACTSONJ
1117
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$15.1M
SEM
1118
Suncoast Equity Management
Florida
$15.1M -$1.04M -6,620 -6%
EVM
1119
Evelyn V. Moreno
$15.1M -$236K -1,500 -2%
CAM
1120
Covenant Asset Management
New Jersey
$15.1M -$120K -760 -0.8%
CNAM
1121
Campbell Newman Asset Management
Wisconsin
$15M -$22.1K -140 -0.1%
SAM
1122
Sandell Asset Management
New York
$15M
ECM
1123
Empirical Capital Management
Tennessee
$15M +$1.26M +8,000 +9%
IWC
1124
Integrated Wealth Concepts
Massachusetts
$14.9M +$1.06M +6,700 +8%
BFPW
1125
BOK Financial Private Wealth
Colorado
$14.9M -$760K -4,820 -5%