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Name Holding Trade Value Shares
Change
Change in
Stake
WC
601
Whitney & Co
New York
$9.24M +$133K +2,618 +1%
PWLP
602
Prio Wealth Limited Partnership
Massachusetts
$9.19M -$110K -2,170 -1%
BHWM
603
Bar Harbor Wealth Management
New Hampshire
$9.17M -$152K -2,989 -2%
SLI
604
Sumitomo Life Insurance
Japan
$9.13M -$973K -19,184 -10%
BFG
605
Beacon Financial Group
Texas
$9.12M -$431K -8,495 -5%
NB
606
NBT Bank
New York
$9.11M -$73.2K -1,443 -0.8%
NC
607
Numen Capital
United Kingdom
$9.08M +$6.17M +121,672 +256%
LIC
608
Lodestar Investment Counsel
Illinois
$9.08M -$500K -9,849 -6%
VWM
609
Venturi Wealth Management
Texas
$8.98M +$1.43M +28,210 +21%
MJP
610
Michael J. Puzo
$8.89M -$235K -4,635 -3%
SCM
611
Salem Capital Management
Massachusetts
$8.88M -$81.4K -1,605 -1%
LA
612
Lau Associates
Delaware
$8.87M +$34.1K +672 +0.4%
PCA
613
Private Capital Advisors
Connecticut
$8.85M -$12.4K -245 -0.1%
NEI
614
Northwest & Ethical Investments
Ontario, Canada
$8.85M +$538K +10,615 +7%
Jacobs Levy Equity Management
615
Jacobs Levy Equity Management
New Jersey
$8.84M +$8.35M +164,549 New
OCM
616
Olstein Capital Management
New York
$8.81M -$2.08M -41,000 -20%
HIC
617
Harbor Island Capital
Massachusetts
$8.8M – – –
GI
618
Gradient Investments
Minnesota
$8.78M -$1.26M -24,807 -13%
KA
619
Kintegral Advisory
New York
$8.77M +$4.08M +80,479 +97%
AAA
620
Adams Asset Advisors
Texas
$8.72M -$715K -14,096 -8%
EFS
621
Essex Financial Services
Connecticut
$8.72M -$618K -12,176 -7%
BCM
622
Birmingham Capital Management
Alabama
$8.65M -$73.5K -1,450 -0.9%
KPCM
623
Kings Point Capital Management
New York
$8.63M -$294K -5,799 -3%
JCM
624
Jacobi Capital Management
Pennsylvania
$8.62M -$165K -3,255 -2%
PIM
625
Penobscot Investment Management
Massachusetts
$8.61M +$49.7K +980 +0.6%