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Name Holding Trade Value Shares
Change
Change in
Stake
HB
776
Homrich & Berg
Georgia
$3.5M +$303K +862 +10%
AAM
777
Ascension Asset Management
New York
$3.5M -$39K -111 -1%
PJSIMP
778
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.48M +$36.9K +105 +1%
WFG
779
Wills Financial Group
Virginia
$3.47M +$16.5K +47 +0.5%
CNBT
780
Canandaigua National Bank & Trust
New York
$3.44M -$21.1K -60 -0.6%
OIA
781
Optimum Investment Advisors
Illinois
$3.43M -$90.3K -257 -3%
ACS
782
Archford Capital Strategies
Illinois
$3.43M -$234K -665 -7%
BHWM
783
Bar Harbor Wealth Management
New Hampshire
$3.42M +$120K +341 +4%
CAM
784
Carret Asset Management
New York
$3.4M -$93.4K -266 -3%
Fiera Capital (Canada)
785
Fiera Capital (Canada)
Quebec, Canada
$3.38M -$1.4M -3,978 -30%
BAM
786
Bruderman Asset Management
New York
$3.38M -$135K -384 -4%
EM
787
ELCO Management
New York
$3.37M -$28.1K -80 -0.9%
EWA
788
EP Wealth Advisors
California
$3.37M +$723K +2,058 +29%
HH
789
Hilltop Holdings
Texas
$3.36M +$588K +1,673 +23%
LWCFA
790
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.36M -$5.27K -15 -0.2%
TNB
791
Thomasville National Bank
Georgia
$3.35M -$141K -400 -4%
MWM
792
Marietta Wealth Management
Georgia
$3.34M +$63.6K +181 +2%
SCA
793
Snowden Capital Advisors
New York
$3.3M +$1.23M +3,501 +65%
BWM
794
BerganKDV Wealth Management
Minnesota
$3.3M -$137K -390 -4%
CC
795
Courier Capital
New York
$3.3M -$46.7K -133 -1%
UR
796
USCA RIA
Texas
$3.29M +$119K +340 +4%
BRC
797
Bell Rock Capital
Delaware
$3.29M -$358K -1,018 -10%
AI
798
Atria Investments
North Carolina
$3.27M +$125K +357 +4%
BMO
799
Beck Mack & Oliver
New York
$3.26M +$354K +1,009 +13%
JIC
800
Johnson Investment Counsel
Ohio
$3.26M +$217K +617 +8%