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Name Holding Trade Value Shares
Change
Change in
Stake
DWA
501
Douglass Winthrop Advisors
New York
$820K -$12.3K -295 -2%
VWA
502
V Wealth Advisors
Kansas
$812K +$760K +18,165 New
FMWA
503
Forvis Mazars Wealth Advisors
Missouri
$811K -$5.06K -121 -0.7%
GIM
504
Goelzer Investment Management
Indiana
$803K -$12.2K -292 -2%
ET
505
Equitable Trust
Tennessee
$801K -$12.9K -308 -2%
MIP
506
Marietta Investment Partners
Wisconsin
$798K -$11K -262 -1%
NFG
507
Next Financial Group
Texas
$786K -$57.4K -1,373 -7%
OAM
508
Oxford Asset Management
United Kingdom
$777K -$4.67M -111,672 -86%
VDI
509
Vaughan David Investments
Illinois
$772K +$13.7K +327 +2%
FPCP
510
Fort Point Capital Partners
California
$770K +$185K +4,421 +34%
APFBOT
511
Amica Pension Fund Board of Trustees
Rhode Island
$765K -$10.5K -250 -1%
HCM
512
Howland Capital Management
Massachusetts
$754K -$64.5K -1,543 -8%
BHA
513
Beech Hill Advisors
New York
$735K +$56.5K +1,352 +9%
CPSAC
514
Chas P. Smith & Associates (CPS)
Florida
$731K -$376 -9 -0.1%
FCCM
515
First City Capital Management
Georgia
$730K +$487K +11,642 +236%
RC
516
Roundview Capital
New Jersey
$729K -$9.99K -239 -1%
BFEC
517
Benjamin F. Edwards & Company
Missouri
$728K -$774K -18,499 -53%
MWP
518
MYCIO Wealth Partners
Pennsylvania
$727K +$24K +574 +4%
PTC
519
Private Trust Company
Ohio
$726K +$1.92K +46 +0.3%
KWM
520
Kingsview Wealth Management
Oregon
$723K +$214K +5,119 +45%
SCA
521
Snowden Capital Advisors
New York
$721K +$74K +1,770 +12%
IWP
522
Icon Wealth Partners
Texas
$719K +$164K +3,912 +31%
Grantham, Mayo, Van Otterloo & Co (GMO)
523
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$710K +$279K +6,673 +71%
SAM
524
SignalPoint Asset Management
Missouri
$709K +$415K +9,918 +161%
HB
525
Homrich & Berg
Georgia
$706K +$671K +16,035 New