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Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
601
Prio Wealth Limited Partnership
Massachusetts
$9.19M -$110K -2,170 -1%
BHWM
602
Bar Harbor Wealth Management
New Hampshire
$9.17M -$152K -2,989 -2%
SLI
603
Sumitomo Life Insurance
Japan
$9.13M -$973K -19,184 -10%
BFG
604
Beacon Financial Group
Texas
$9.12M -$431K -8,495 -5%
NB
605
NBT Bank
New York
$9.11M -$73.2K -1,443 -0.8%
NC
606
Numen Capital
United Kingdom
$9.08M +$6.17M +121,672 +256%
LIC
607
Lodestar Investment Counsel
Illinois
$9.08M -$500K -9,849 -6%
VWM
608
Venturi Wealth Management
Texas
$8.98M +$1.43M +28,210 +21%
MJP
609
Michael J. Puzo
$8.89M -$235K -4,635 -3%
SCM
610
Salem Capital Management
Massachusetts
$8.88M -$81.4K -1,605 -1%
LA
611
Lau Associates
Delaware
$8.87M +$34.1K +672 +0.4%
PCA
612
Private Capital Advisors
Connecticut
$8.85M -$12.4K -245 -0.1%
NEI
613
Northwest & Ethical Investments
Ontario, Canada
$8.85M +$538K +10,615 +7%
Jacobs Levy Equity Management
614
Jacobs Levy Equity Management
New Jersey
$8.84M +$8.35M +164,549 New
OCM
615
Olstein Capital Management
New York
$8.81M -$2.08M -41,000 -20%
HIC
616
Harbor Island Capital
Massachusetts
$8.8M
GI
617
Gradient Investments
Minnesota
$8.78M -$1.26M -24,807 -13%
KA
618
Kintegral Advisory
New York
$8.77M +$4.08M +80,479 +97%
AAA
619
Adams Asset Advisors
Texas
$8.72M -$715K -14,096 -8%
EFS
620
Essex Financial Services
Connecticut
$8.72M -$618K -12,176 -7%
BCM
621
Birmingham Capital Management
Alabama
$8.65M -$73.5K -1,450 -0.9%
KPCM
622
Kings Point Capital Management
New York
$8.63M -$294K -5,799 -3%
JCM
623
Jacobi Capital Management
Pennsylvania
$8.62M -$165K -3,255 -2%
PIM
624
Penobscot Investment Management
Massachusetts
$8.61M +$49.7K +980 +0.6%
BTW
625
Boston Trust Walden
Massachusetts
$8.58M -$207K -4,090 -2%