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Name Holding Trade Value Shares
Change
Change in
Stake
OP
476
ORG Partners
Indiana
$754K +$712K +3,974 +1,414%
CAM
477
Congress Asset Management
Massachusetts
$749K -$44.1K -246 -6%
SFSG
478
Sound Financial Strategies Group
Mississippi
$748K +$13.6K +76 +2%
BCV
479
Banque Cantonale Vaudoise
Switzerland
$745K -$1.26M -7,056 -63%
TH
480
TCTC Holdings
Texas
$740K
NHT
481
New Hampshire Trust
New Hampshire
$738K
ESB
482
Essex Savings Bank
Connecticut
$737K -$40.3K -225 -5%
CIS
483
Custom Index Systems
New York
$736K -$158K -880 -18%
HAG
484
HighPoint Advisor Group
Illinois
$735K -$7.16K -40 -1%
CIBC World Market
485
CIBC World Market
Ontario, Canada
$725K -$46.9K -262 -6%
Lazard Asset Management
486
Lazard Asset Management
New York
$721K
VA
487
Valmark Advisers
Ohio
$715K +$11.3K +63 +2%
PP
488
Patten & Patten
Tennessee
$713K
LWCFA
489
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$713K
AOI
490
Auto-Owners Insurance
Michigan
$704K
LNWWM
491
Laird Norton Wetherby Wealth Management
California
$704K -$13.8K -77 -2%
NIM
492
NEOS Investment Management
Connecticut
$702K +$178K +996 +34%
AAIS
493
ABN AMRO Investment Solutions
$701K +$696K +3,887 New
RJT
494
Raymond James Trust
Florida
$698K -$39K -218 -5%
AFCM
495
Applied Finance Capital Management
Puerto Rico
$692K +$687K +3,836 New
DC
496
Davenport & Co
Virginia
$689K +$91.7K +512 +15%
LFA
497
Legacy Financial Advisors
Kentucky
$684K +$7.16K +40 +1%
S
498
SignatureFD
Georgia
$683K +$16.3K +91 +2%
Bessemer Group
499
Bessemer Group
New Jersey
$683K -$22.2K -124 -3%
AWM
500
Apollon Wealth Management
South Carolina
$679K +$93.1K +520 +16%