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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
551
Ironwood Investment Management
Massachusetts
$839K +$99.1K +6,672 +12%
ALA
552
Atherton Lane Advisers
California
$834K +$16.4K +1,103 +2%
BG
553
Bahl & Gaynor
Ohio
$832K -$14.1K -947 -2%
WDA
554
Wendell David Associates
New Hampshire
$831K – – –
IAMOG
555
Investors Asset Management of Georgia
Georgia
$830K -$2.06K -139 -0.2%
BWM
556
Bernicke Wealth Management
Wisconsin
$818K +$115K +7,716 +15%
First Manhattan
557
First Manhattan
New York
$812K – – –
HCM
558
Horrell Capital Management
Arkansas
$799K -$174K -11,730 -17%
PAM
559
PT Asset Management
Illinois
$798K +$147K +9,909 +20%
CK
560
Cohen Klingenstein
New York
$786K +$857K +57,692 New
GIM
561
Grassi Investment Management
California
$783K – – –
AIM
562
Assured Investment Management
New York
$774K +$300K +20,190 +55%
CA
563
Cetera Advisors
Colorado
$769K +$297 +20 +0%
SIG
564
Schooner Investment Group
Pennsylvania
$763K -$164K -11,010 -17%
TCA
565
Teewinot Capital Advisers
New York
$759K – – –
William Blair & Company
566
William Blair & Company
Illinois
$759K +$45.6K +3,071 +6%
ARMT
567
Amica Retiree Medical Trust
Rhode Island
$736K – – –
TAM
568
Trust Asset Management
Texas
$731K – – –
BC
569
Bartlett & Co
Ohio
$727K – – –
AWS
570
Aris Wealth Services
Pennsylvania
$723K +$47.4K +3,193 +6%
BHBT
571
Burke & Herbert Bank & Trust
Virginia
$719K +$4.08K +275 +0.5%
ONB
572
Old National Bancorp
Indiana
$718K +$738K +49,673 +1,637%
BWP
573
Baldwin Wealth Partners
Massachusetts
$702K -$27.7K -1,867 -3%
AIIMS
574
Analyst IMS Investment Management Services
Israel
$690K +$16.4K +1,101 +2%
Wealth Enhancement Advisory Services
575
Wealth Enhancement Advisory Services
Minnesota
$687K +$103K +6,909 +16%