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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1301
Aspen Investment Management
Michigan
$621K -$16.4K -163 -3%
PL
1302
Parthenon LLC
Kentucky
$620K +$23.3K +231 +4%
RWA
1303
Ropes Wealth Advisors
Massachusetts
$619K +$595K +5,897 New
LNC
1304
Lincoln National Corp
Pennsylvania
$614K +$39.9K +395 +7%
PL
1305
Perpetual Ltd
Australia
$612K
CIC
1306
Crawford Investment Counsel
Georgia
$608K -$18.8K -186 -3%
JCM
1307
Janney Capital Management
Pennsylvania
$606K -$4.74K -47 -0.8%
1IA
1308
1834 Investment Advisors
Wisconsin
$606K +$31.3K +310 +6%
BT
1309
Beacon Trust
New Jersey
$605K -$139K -1,380 -19%
SAM
1310
Security Asset Management
New York
$601K
CYG
1311
Clean Yield Group
Vermont
$599K +$8.27K +82 +1%
SHWM
1312
Smith & Howard Wealth Management
Georgia
$597K +$235K +2,325 +69%
PCA
1313
Peddock Capital Advisors
Massachusetts
$596K
FDS
1314
First Dallas Securities
Texas
$593K -$38.2K -379 -6%
OC
1315
Oarsman Capital
Wisconsin
$590K -$20.2K -200 -3%
CL
1316
CPWM LLC
Washington
$588K -$72.5K -719 -11%
HCM
1317
Highbridge Capital Management
New York
$586K +$564K +5,586 New
NCM
1318
Neumann Capital Management
California
$584K +$50.4K +500 +10%
BSW
1319
Buckingham Strategic Wealth
Missouri
$579K +$28.8K +285 +5%
WCM Investment Management
1320
WCM Investment Management
California
$576K
CPO
1321
Cerity Partners OCIO
New York
$574K -$11.9K -118 -2%
TIA
1322
Tiemann Investment Advisors
California
$567K +$53.3K +528 +11%
RAM
1323
Riggs Asset Management
Pennsylvania
$566K +$24.4K +242 +5%
RMC
1324
Regis Management Company
California
$563K
SGAM
1325
Steinberg Global Asset Management
Florida
$563K +$29.9K +296 +6%