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Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
126
1832 Asset Management
Ontario, Canada
$7.17M +$7.97K +155 +0.1%
CIM
127
Confluence Investment Management
Missouri
$7.12M -$447K -8,696 -6%
KFP
128
Keystone Financial Planning
Ohio
$6.81M +$107K +2,085 +2%
CFSG
129
Community Financial Services Group
Vermont
$6.56M +$134K +2,603 +2%
CSM
130
CAMG Solamere Management
North Carolina
$6.37M -$448K -8,702 -7%
HC
131
Hourglass Capital
Texas
$6M -$490K -9,528 -8%
TTWM
132
TCV Trust & Wealth Management
Virginia
$5.95M +$61.3K +1,192 +1%
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$5.91M +$834K +16,209 +17%
AAM
134
Advisors Asset Management
Colorado
$5.88M -$500K -9,729 -8%
William Blair & Company
135
William Blair & Company
Illinois
$5.87M -$645K -12,545 -10%
Neuberger Berman Group
136
Neuberger Berman Group
New York
$5.83M -$230K -4,473 -4%
TD Asset Management
137
TD Asset Management
Ontario, Canada
$5.77M -$228K -4,430 -4%
FIM
138
Foresters Investment Management
New York
$5.6M – – –
CCP
139
Clifford Capital Partners
Utah
$5.52M +$18.3K +356 +0.3%
US Bancorp
140
US Bancorp
Minnesota
$5.49M +$54.7K +1,063 +1%
DS
141
DRW Securities
Illinois
$5.37M +$5.18M +100,672 New
FWCM
142
Ferguson Wellman Capital Management
Oregon
$5.34M +$178K +3,456 +4%
JFL
143
Jarislowsky, Fraser Ltd
Quebec, Canada
$5.29M -$400K -7,772 -7%
HAI
144
Hennessy Advisors Inc
California
$5.2M -$136K -2,640 -3%
CA
145
Commerzbank Aktiengesellschaft
Germany
$5.18M – – –
HWM
146
Holloway Wealth Management
Florida
$5.15M – – –
Creative Planning
147
Creative Planning
Kansas
$5.14M -$707K -13,736 -12%
MCP
148
Martin Capital Partners
Oregon
$5.04M +$108K +2,091 +2%
Pacer Advisors
149
Pacer Advisors
Pennsylvania
$5M +$226K +4,400 +5%
CRA
150
Circle Road Advisors
New York
$4.95M +$2.59M +50,321 +119%