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Name Holding Trade Value Shares
Change
Change in
Stake
BEAM
526
Baker Ellis Asset Management
Washington
$624K
RCM
527
Radnor Capital Management
Pennsylvania
$621K
CAM
528
Carret Asset Management
New York
$617K +$56.8K +400 +11%
AP
529
Appleton Partners
Massachusetts
$612K -$57.5K -405 -9%
FIM
530
Freedom Investment Management
Connecticut
$605K -$82.5K -581 -12%
JFGIW
531
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$603K -$22.7K -160 -4%
CB
532
CNB Bank
Pennsylvania
$602K
CI
533
Conning Inc
Connecticut
$594K -$40.5K -285 -7%
ECAM
534
East Coast Asset Management
Massachusetts
$594K
PCAP
535
Pratt Collard Advisory Partners
New York
$583K
OA
536
Oxbow Advisors
Texas
$582K
LP
537
LMR Partners
United Kingdom
$578K +$546K +3,843 New
FNBT
538
FineMark National Bank & Trust
Florida
$577K -$6.11K -43 -1%
BIM
539
Bridges Investment Management
Nebraska
$576K
RCA
540
Rowland Carmichael Advisors
Arizona
$576K
MBT
541
Montecito Bank & Trust
California
$576K +$544K +3,832 New
AFC
542
AFT Forsyth & Company
Florida
$575K
CT
543
Coastline Trust
Rhode Island
$573K -$10.7K -75 -2%
FCBT
544
First Citizens Bank & Trust
North Carolina
$572K -$7.96K -56 -1%
DY
545
Dowling & Yahnke
California
$570K
TWM
546
Titus Wealth Management
California
$567K +$536K +3,770 New
CI
547
Cigna Investments
Connecticut
$563K -$63.6K -448 -11%
DJSG
548
D.J. St. Germain
Massachusetts
$562K
KCM
549
Kanawha Capital Management
Virginia
$557K
MWM
550
Mission Wealth Management
California
$554K +$6.11K +43 +1%