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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
526
Boston Family Office
Massachusetts
$397K – – –
BBVA
527
Banco Bilbao Vizcaya Argentaria
Spain
$397K +$48.7K +410 +15%
AA
528
Ancora Advisors
Ohio
$395K – – –
RIM
529
Redpoint Investment Management
Australia
$395K – – –
HTC
530
Haverford Trust Company
Pennsylvania
$391K – – –
PGA
531
Portland Global Advisors
Maine
$391K +$11.9K +100 +3%
CHP
532
Cable Hill Partners
Oregon
$388K – – –
CFFP
533
Center for Financial Planning
Michigan
$388K – – –
LFA
534
Legacy Financial Advisors
Kentucky
$384K +$2.49K +21 +0.7%
Aristotle Capital Management
535
Aristotle Capital Management
California
$381K – – –
GG
536
Gofen & Glossberg
Illinois
$379K -$59.4K -500 -14%
SSW
537
Smith Shellnut Wilson
Mississippi
$376K -$9.62K -81 -3%
TTWM
538
TCV Trust & Wealth Management
Virginia
$375K – – –
BBHC
539
Brown Brothers Harriman & Co
New York
$375K +$13.8K +116 +4%
APA
540
American Portfolios Advisors
New York
$373K +$61.5K +518 +21%
MWPCG
541
Measured Wealth Private Client Group
New Hampshire
$360K – – –
MLL
542
Moody Lynn & Lieberson
Massachusetts
$359K +$19.7K +166 +6%
CI Investments Inc
543
CI Investments Inc
Ontario, Canada
$354K +$211K +1,774 +173%
SIM
544
Sonora Investment Management
Arizona
$353K +$11.9K +100 +4%
PAS
545
Park Avenue Securities
New York
$350K +$32.4K +273 +11%
CF
546
Centaurus Financial
California
$350K +$35.6K +300 +12%
GIA
547
Gateway Investment Advisers
Ohio
$347K +$16.3K +137 +5%
EFS
548
Essex Financial Services
Connecticut
$345K – – –
CNC
549
Canandaigua National Corp
New York
$342K +$12.8K +108 +4%
HIA
550
Harbor Investment Advisory
Maryland
$340K +$73.9K +622 +30%