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Name Holding Trade Value Shares
Change
Change in
Stake
GIP
1051
Granite Investment Partners
California
$2.91M -$403K -8,285 -12%
FWM
1052
Focused Wealth Management
New York
$2.91M +$1.06M +21,857 +55%
Acadian Asset Management
1053
Acadian Asset Management
Massachusetts
$2.9M -$25.9K -532 -0.9%
WBC
1054
West Branch Capital
Massachusetts
$2.89M -$72.6K -1,492 -2%
CFSG
1055
Community Financial Services Group
Vermont
$2.88M -$114K -2,347 -4%
CWM
1056
Concentric Wealth Management
California
$2.88M -$37.6K -772 -1%
SIC
1057
SFE Investment Counsel
California
$2.86M -$15.4K -316 -0.5%
DAM
1058
Doheny Asset Management
California
$2.86M -$282K -5,800 -9%
HCM
1059
Hengehold Capital Management
Ohio
$2.85M +$290K +5,963 +11%
PCTC
1060
Perkins Coie Trust Company
Washington
$2.85M -$1.61K -33 -0.1%
LPIC
1061
LeJeune Puetz Investment Counsel
Michigan
$2.85M
EAM
1062
Eagle Asset Management
Florida
$2.84M -$24K -493 -0.8%
FMTCOCP
1063
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.83M +$147K +3,025 +5%
FAM
1064
Formidable Asset Management
Ohio
$2.83M +$12.7K +261 +0.5%
CCA
1065
Checchi Capital Advisers
California
$2.83M +$202K +4,157 +7%
MHIC
1066
Marble Harbor Investment Counsel
Massachusetts
$2.8M +$17K +350 +0.6%
HAG
1067
HighPoint Advisor Group
Illinois
$2.8M +$51K +1,049 +2%
CIC
1068
Canal Insurance Company
South Carolina
$2.79M
IAA
1069
Independent Advisor Alliance
North Carolina
$2.79M -$2.03M -41,693 -40%
WAM
1070
Wealthspire Advisors (Maryland)
Maryland
$2.78M -$231K -4,745 -7%
WDA
1071
Wendell David Associates
New Hampshire
$2.78M
NIC
1072
Northwest Investment Counselors
Oregon
$2.78M +$25.5K +525 +0.9%
BB
1073
Bell Bank
North Dakota
$2.77M -$460K -9,450 -14%
WFG
1074
Wills Financial Group
Virginia
$2.76M +$128K +2,622 +5%
IP
1075
Investment Partners
Ohio
$2.75M +$8.86K +182 +1%