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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1651
Cabot Wealth Management
Massachusetts
$507K
GIA
1652
Granite Investment Advisors
New Hampshire
$507K +$35.1K +313 +7%
TBA
1653
Train Babcock Advisors
New York
$505K -$370K -3,303 -41%
SIC
1654
SFE Investment Counsel
California
$501K -$50.7K -452 -9%
SLA
1655
Silver Lake Advisory
Utah
$498K +$5.05K +45 +1%
FPFS
1656
First Personal Financial Services
North Carolina
$497K -$45.2K -403 -8%
CAM
1657
Cubic Asset Management
Massachusetts
$496K
PP
1658
PagnatoKarp Partners
Virginia
$495K +$20.1K +179 +4%
QAM
1659
Quantres Asset Management
Cayman Islands
$494K +$516K +4,600 New
CM
1660
CoreCommodity Management
Connecticut
$491K -$933K -8,320 -65%
BFG
1661
Beacon Financial Group
Texas
$491K +$85.8K +765 +20%
WMG
1662
WESCAP Management Group
California
$490K -$58K -517 -10%
NG
1663
NatWest Group
United Kingdom
$489K -$28K -250 -5%
BB
1664
Bell Bank
North Dakota
$488K -$897 -8 -0.2%
BW
1665
Biegel & Waller
Maryland
$488K
ACM
1666
Advisors Capital Management
New Jersey
$488K +$68.6K +612 +16%
Aristotle Capital Management
1667
Aristotle Capital Management
California
$487K -$3.37K -30 -0.7%
SCP
1668
Syntal Capital Partners
Texas
$487K +$31K +276 +6%
CHP
1669
Cable Hill Partners
Oregon
$486K +$43.7K +390 +9%
SCP
1670
Sandhill Capital Partners
New York
$484K -$107K -951 -17%
IDBONY
1671
Israel Discount Bank of New York
New York
$480K -$48.5K -432 -9%
AAM
1672
American Asset Management
Florida
$479K -$23.8K -212 -5%
IA
1673
Independence Advisors
Pennsylvania
$477K -$4.71K -42 -0.9%
BCM
1674
Blume Capital Management
California
$476K
JCM
1675
Jag Capital Management
Missouri
$476K +$91.6K +817 +23%