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Name Holding Trade Value Shares
Change
Change in
Stake
NAMP
501
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$556K +$354K +2,400 +133%
WANY
502
Wealthspire Advisors (New York)
New York
$553K +$616K +4,176 New
CC
503
Cipher Capital
New York
$552K +$614K +4,164 New
Fiera Capital (Canada)
504
Fiera Capital (Canada)
Quebec, Canada
$546K -$215K -1,457 -26%
WF
505
Welch & Forbes
Massachusetts
$543K
SSG
506
Summit Securities Group
New York
$543K +$605K +4,100 New
SI
507
Scharf Investments
California
$541K -$162K -1,101 -21%
FTC
508
Farmers Trust Company
Ohio
$539K -$198K -1,342 -25%
WSTAM
509
Wilbanks Smith & Thomas Asset Management
Virginia
$538K -$438K -2,972 -42%
BS
510
Boenning & Scattergood
Pennsylvania
$538K -$29.5K -200 -5%
QCM
511
Quantinno Capital Management
New York
$538K +$45.3K +307 +8%
FPCG
512
Fort Pitt Capital Group
Pennsylvania
$535K +$62.7K +425 +12%
6M
513
6 Meridian
Kansas
$534K +$46.8K +317 +9%
PFPT
514
Pinnacle Financial Partners (Tennessee)
Tennessee
$534K +$50.3K +341 +9%
GFA
515
Gifford Fong Associates
California
$530K
PWS
516
Private Wealth Strategies
Ohio
$530K
LWAC
517
Laurel Wealth Advisors (California)
California
$525K
BDF
518
Balasa Dinverno & Foltz
$523K -$271K -1,838 -32%
FIM
519
Fernwood Investment Management
Massachusetts
$520K -$59K -400 -9%
OWP
520
Obermeyer Wealth Partners
Colorado
$518K
Macquarie Group
521
Macquarie Group
Australia
$515K
WAM
522
Weatherly Asset Management
California
$509K -$40.6K -275 -7%
CAPTRUST Financial Advisors
523
CAPTRUST Financial Advisors
North Carolina
$507K +$738 +5 +0.1%
FAM
524
Formidable Asset Management
Ohio
$506K
HPC
525
HM Payson & Co
Maine
$497K