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Name Holding Trade Value Shares
Change
Change in
Stake
HA
551
HYA Advisors
Missouri
$671K +$675K +17,783 New
FWCM
552
Ferguson Wellman Capital Management
Oregon
$660K +$17K +448 +3%
BCWM
553
Bartlett & Co Wealth Management
Ohio
$658K
Cerity Partners
554
Cerity Partners
New York
$656K -$1.38M -36,373 -68%
ACC
555
Accident Compensation Corp
New Zealand
$652K
PPSG
556
Princeton Portfolio Strategies Group
New Jersey
$650K
CBN
557
Cadence Bank NA
Texas
$644K -$19K -500 -3%
JIR
558
James Investment Research
Ohio
$644K +$103K +2,700 +19%
TGAM
559
TBH Global Asset Management
Tennessee
$644K +$648K +17,075 New
FCCM
560
First City Capital Management
Georgia
$641K -$84.1K -2,216 -12%
CC
561
Cornerstone Capital
California
$641K +$6.26K +165 +1%
EHWM
562
Eads & Heald Wealth Management
Georgia
$637K -$40.3K -1,060 -6%
SPFA
563
Summit Place Financial Advisors
New Jersey
$634K +$638K +16,800 New
Bessemer Group
564
Bessemer Group
New Jersey
$630K -$63.7K -1,678 -9%
APC
565
Aspire Private Capital
North Carolina
$629K -$19.5K -513 -3%
ETI
566
Enterprise Trust & Investment
California
$620K
PAM
567
Premier Asset Management
Illinois
$612K -$614K -16,170 -50%
NCM
568
Noesis Capital Mangement
Florida
$611K +$212K +5,577 +53%
TI
569
Truehand Inc
New Hampshire
$609K -$45.6K -1,200 -7%
RM
570
Resource Management
Louisiana
$608K -$38.2K -1,005 -6%
AIP
571
Ahrens Investment Partners
Louisiana
$607K -$65.1K -1,714 -10%
JFL
572
Jarislowsky, Fraser Ltd
Quebec, Canada
$604K +$608K +16,011 New
SMH
573
Sanders Morris Harris
Texas
$603K +$116K +3,068 +25%
SRC
574
Sage Rhino Capital
California
$592K +$110K +2,885 +23%
SAM
575
Seelaus Asset Management
New Jersey
$590K -$206K -5,426 -26%