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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
376
Level Four Advisory Services
Texas
$839K +$68.6K +488 +9%
OAM
377
Occidental Asset Management
California
$837K -$14.1K -100 -2%
WF
378
Welch & Forbes
Massachusetts
$835K +$148K +1,054 +22%
JIC
379
Johnson Investment Counsel
Ohio
$823K +$106K +757 +15%
PC
380
Port Capital
Illinois
$813K
MOS
381
MGO One Seven
Ohio
$811K +$12.9K +92 +2%
FIB
382
First Interstate Bank
Montana
$807K -$40.9K -291 -5%
I
383
IberiaBank
Louisiana
$799K -$157K -1,119 -17%
WAM
384
Wealthspire Advisors (Maryland)
Maryland
$787K -$12.4K -88 -2%
JMH
385
J.M. Hartwell
New York
$780K -$42.2K -300 -5%
AAM
386
American Asset Management
Florida
$774K
HNB
387
Huntington National Bank
Ohio
$769K -$80.5K -572 -10%
KFGK
388
Keystone Financial Group (Kentucky)
Kentucky
$766K
MIS
389
Morningstar Investment Services
Illinois
$751K +$3.09K +22 +0.4%
Mirae Asset Global Investments
390
Mirae Asset Global Investments
South Korea
$743K -$23.8K -169 -3%
PVWM
391
Point View Wealth Management
New Jersey
$741K -$3.94K -28 -0.5%
VFA
392
Valeo Financial Advisors
Indiana
$725K -$187K -1,333 -21%
EARNEST Partners
393
EARNEST Partners
Georgia
$722K
Cerity Partners
394
Cerity Partners
New York
$721K -$2.95K -21 -0.4%
FANJ
395
Financial Architects (New Jersey)
New Jersey
$720K +$26.2K +186 +4%
SCM
396
Sterling Capital Management
North Carolina
$717K -$87.5K -622 -11%
PA
397
Profund Advisors
Maryland
$716K +$710K +5,046 New
FWCM
398
Ferguson Wellman Capital Management
Oregon
$710K -$44.4K -316 -6%
DWM
399
Dorchester Wealth Management
Quebec, Canada
$709K -$1.41K -10 -0.2%
FG
400
Fiduciary Group
Georgia
$699K -$13.4K -95 -2%