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Name Holding Trade Value Shares
Change
Change in
Stake
BMC
826
Beaton Management Company
Massachusetts
$960K +$165K +604 +10%
CHJWM
827
Carlton Hofferkamp & Jenks Wealth Management
Texas
$958K +$137K +502 +8%
CIC
828
Carnegie Investment Counsel
Ohio
$956K -$11.3M -41,455 -87%
CSA
829
Cottage Street Advisors
Massachusetts
$956K -$1.56M -5,702 -47%
IAS
830
Investment Advisory Services
Texas
$955K -$67.6K -247 -4%
RPC
831
Rossmore Private Capital
Connecticut
$954K -$84.3K -308 -5%
FHB
832
First Hawaiian Bank
Hawaii
$952K -$1.59M -5,819 -48%
Arrowstreet Capital
833
Arrowstreet Capital
Massachusetts
$951K +$1.75M +6,379 New
LWCFA
834
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$950K -$1.21M -4,429 -41%
SPP
835
Single Point Partners
Massachusetts
$949K +$29K +106 +2%
NWP
836
Northstar Wealth Partners
Connecticut
$947K +$513K +1,874 +42%
ECM
837
ETrade Capital Management
Virginia
$945K -$125K -458 -7%
AFP
838
Ausdal Financial Partners
Iowa
$942K +$539K +1,968 +43%
HCA
839
Horan Capital Advisors
Ohio
$941K -$19.7K -72 -1%
CHAM
840
Clear Harbor Asset Management
Connecticut
$937K -$435K -1,589 -20%
FAM
841
Formidable Asset Management
Ohio
$935K +$550K +2,011 +47%
RM
842
Resource Management
Louisiana
$934K +$331K +1,210 +24%
BFO
843
Boston Family Office
Massachusetts
$931K +$1.71M +6,241 New
GIM
844
Goelzer Investment Management
Indiana
$930K +$35.9K +131 +2%
AFM
845
Abbot Financial Management
Massachusetts
$927K -$26K -95 -2%
HFM
846
Hartford Financial Management
Connecticut
$927K +$86.5K +316 +5%
MSAM
847
Moloney Securities Asset Management
Missouri
$921K -$83.5K -305 -5%
WWM
848
WT Wealth Management
Arizona
$921K +$1.69M +6,176 New
CNC
849
Citizens & Northern Corp
Pennsylvania
$920K +$159K +581 +10%
CCM
850
Compton Capital Management
Rhode Island
$919K -$82.1K -300 -5%