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Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
701
Bessemer Group
New Jersey
$341K +$20.1K +1,596 +6%
JWBC
702
J.W. Burns & Co
New York
$340K -$8.43K -668 -2%
AT
703
Arden Trust
Delaware
$339K -$926K -73,357 -72%
WAM
704
Wealthspire Advisors (Maryland)
Maryland
$339K -$5.49K -435 -2%
PGA
705
Portland Global Advisors
Maine
$339K
MC
706
Matisse Capital
Oregon
$338K
AssetMark Inc
707
AssetMark Inc
California
$337K -$88.8K -7,032 -20%
ICM
708
IMS Capital Management
Oregon
$335K +$34.5K +2,736 +11%
DBIA
709
Dumont & Blake Investment Advisors
New Jersey
$334K +$114 +9 +0%
BCAM
710
Boston Common Asset Management
Massachusetts
$327K +$26.2K +2,079 +8%
SIC
711
Sigma Investment Counselors
Michigan
$326K -$20.1K -1,594 -6%
WEC
712
Winslow Evans & Crocker
Massachusetts
$323K -$14.8K -1,176 -4%
FFA
713
Fragasso Financial Advisors
Pennsylvania
$318K -$98.1K -7,770 -23%
PFPT
714
Pinnacle Financial Partners (Tennessee)
Tennessee
$318K
SCA
715
Salient Capital Advisors
Texas
$317K -$239K -18,940 -42%
CG
716
Caprock Group
Idaho
$316K +$7.38K +585 +2%
HCM
717
Hodges Capital Management
Texas
$315K +$50 +4 +0%
MVA
718
Mount Vernon Associates
Maryland
$314K
SW
719
SVB Wealth
Massachusetts
$313K -$322K -25,530 -50%
CIC
720
Carnegie Investment Counsel
Ohio
$313K -$79K -6,258 -19%
FHA
721
First Horizon Advisors
Tennessee
$308K
AAM
722
American Asset Management
Florida
$307K +$321K +25,404 New
GT
723
Greenleaf Trust
Michigan
$306K +$105K +8,344 +49%
CAM
724
Cacti Asset Management
Georgia
$302K
CC
725
Courier Capital
New York
$302K +$218K +17,295 +224%