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Name Holding Trade Value Shares
Change
Change in
Stake
NERM
376
New England Research & Management
Illinois
$947K -$122K -1,800 -11%
TU
377
TDAM USA
Ontario, Canada
$940K +$25.7K +380 +3%
BMO
378
Beck Mack & Oliver
New York
$938K -$16.8K -248 -2%
AAM
379
Augustine Asset Management
Florida
$935K +$108K +1,598 +13%
WWM
380
Willingdon Wealth Management
North Carolina
$924K +$935K +13,834 New
BP
381
Banyan Partners
Florida
$916K +$439K +6,489 +90%
Envestnet Asset Management
382
Envestnet Asset Management
Illinois
$910K +$375K +5,541 +69%
MJP
383
Michael J. Puzo
$907K +$178K +2,626 +24%
OCG
384
Opus Capital Group
Ohio
$903K – – –
AR
385
Advisory Research
Illinois
$894K +$37.9K +560 +4%
FNBT
386
FineMark National Bank & Trust
Florida
$891K +$161K +2,377 +22%
EWM
387
Elite Wealth Management
Washington
$883K -$171K -2,526 -16%
EI
388
Excelsia Inc
Georgia
$862K -$49.2K -728 -5%
SM
389
Stratton Management
Pennsylvania
$857K +$8.11K +120 +0.9%
BFO
390
Boston Family Office
Massachusetts
$855K – – –
BAC
391
Boys Arnold & Co
North Carolina
$848K – – –
MSS
392
Mitchell Sinkler & Starr
Pennsylvania
$839K – – –
FTC
393
Farmers Trust Company
Ohio
$835K – – –
Chevy Chase Trust
394
Chevy Chase Trust
Maryland
$835K +$228K +3,373 +37%
TCOV
395
Trust Company of Vermont
Vermont
$815K +$306K +4,528 +59%
BBA
396
BLB&B Advisors
Pennsylvania
$802K +$5.41K +80 +0.7%
CBU
397
CIBC Bank USA
Illinois
$800K +$249K +3,688 +44%
AWA
398
AmeriServ Wealth Advisors
Pennsylvania
$795K -$218K -3,229 -21%
FNYS
399
First New York Securities
New York
$753K +$763K +11,280 New
GF
400
Gabelli Funds
New York
$752K – – –