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Name Holding Trade Value Shares
Change
Change in
Stake
LIM
626
Leavell Investment Management
Alabama
$939K +$41.3K +675 +4%
AP
627
Advisor Partners
California
$938K -$28.5K -466 -3%
PPP
628
Private Portfolio Partners
New Jersey
$927K +$551 +9 +0.1%
ASBI
629
American State Bank (Iowa)
Iowa
$925K +$9.18K +150 +0.9%
AMG National Trust Bank
630
AMG National Trust Bank
Colorado
$923K +$3.06K +50 +0.3%
HCM
631
Howland Capital Management
Massachusetts
$921K -$90.5K -1,479 -8%
ADL
632
Asset Dedication LLC
California
$918K +$94.1K +1,538 +11%
SC
633
Searle & Co
Connecticut
$916K -$3.86K -63 -0.4%
Welch & Forbes
634
Welch & Forbes
Massachusetts
$909K -$6.61K -108 -0.7%
HCM
635
Hodges Capital Management
Texas
$909K +$44.7K +730 +5%
CPO
636
Cerity Partners OCIO
New York
$905K +$67.9K +1,110 +8%
EL
637
Essex LLC
Illinois
$902K +$960K +15,679 New
CK
638
Cohen Klingenstein
New York
$887K -$27.7K -453 -3%
WSCM
639
Wellington Shields Capital Management
New York
$884K -$290K -4,743 -24%
Marshall Wace
640
Marshall Wace
United Kingdom
$884K +$940K +15,355 New
JWM
641
Jupiter Wealth Management
Colorado
$881K – – –
LWAC
642
Laurel Wealth Advisors (California)
California
$879K -$16.5K -270 -2%
MMHP
643
Murphy Middleton Hinkle & Parker
Georgia
$877K -$6.37K -104 -0.7%
SC
644
Sawyer & Company
Massachusetts
$877K -$5.08K -83 -0.5%
Madison Asset Management
645
Madison Asset Management
Wisconsin
$877K – – –
DA
646
DCM Advisors
New York
$865K -$368K -6,019 -29%
PT
647
Plimoth Trust
Massachusetts
$863K -$23.1K -377 -2%
Kingsview Wealth Management
648
Kingsview Wealth Management
Oregon
$862K -$1.66M -27,111 -64%
AF
649
Advisornet Financial
Minnesota
$851K +$89.1K +1,456 +11%
DI
650
Diligent Investors
California
$848K – – –