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Name Holding Trade Value Shares
Change
Change in
Stake
WF
401
Welch & Forbes
Massachusetts
$696K
PFM
402
Parsec Financial Management
North Carolina
$682K -$12.5K -87 -2%
BAM
403
Burgundy Asset Management
Ontario, Canada
$682K
SPIA
404
Steward Partners Investment Advisory
New York
$676K +$138K +966 +26%
ONB
405
Old National Bancorp
Indiana
$673K -$181K -1,267 -21%
CCM
406
Catawba Capital Management
Virginia
$673K
SAM
407
Silvercrest Asset Management
New York
$668K -$1.13M -7,860 -63%
CCA
408
Checchi Capital Advisers
California
$666K +$129K +901 +24%
CL
409
Choreo LLC
Illinois
$662K -$66K -461 -9%
WA1
410
Wimmer Associates 1
California
$650K
LIM
411
Loudon Investment Management
New Hampshire
$646K -$128K -895 -17%
MCM
412
Mitchell Capital Management
Kansas
$641K +$281K +1,961 +79%
GC
413
Grimes & Company
Massachusetts
$636K -$26.6K -186 -4%
JIC
414
Johnson Investment Counsel
Ohio
$628K -$19.6K -137 -3%
Principal Financial Group
415
Principal Financial Group
Iowa
$623K +$29.5K +206 +5%
BAC
416
Boys Arnold & Co
North Carolina
$619K -$7.02K -49 -1%
SWP
417
Stratos Wealth Partners
Ohio
$618K -$34.9K -244 -5%
WSTAM
418
Wilbanks Smith & Thomas Asset Management
Virginia
$618K +$18.3K +128 +3%
I2I
419
Insight 2811 Inc
Illinois
$613K -$14.3K -100 -2%
TSWM
420
Triangle Securities Wealth Management
North Carolina
$606K -$14.5K -101 -2%
SAM
421
Shamrock Asset Management
Texas
$602K
OSAM
422
O'Shaughnessy Asset Management
Connecticut
$598K -$38.4K -268 -6%
CAN
423
Cetera Advisor Networks
California
$593K -$53.7K -375 -8%
CCG
424
Cypress Capital Group
Florida
$591K
AF
425
Advisornet Financial
Minnesota
$578K -$15.2K -106 -3%