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Name Holding Trade Value Shares
Change
Change in
Stake
CK
726
Cohen Klingenstein
New York
$735K
LWM
727
Lyons Wealth Management
Florida
$735K +$520 +7 +0.1%
LNB
728
Ledyard National Bank
$727K -$9.66K -130 -1%
CIM
729
Calvert Investment Management
Maryland
$719K -$12.1K -163 -2%
LW
730
Linscomb Wealth
Texas
$704K +$31.2K +420 +5%
CLOS
731
Compagnie Lombard Odier SCmA
Switzerland
$699K -$260K -3,500 -27%
Fayez Sarofim & Co
732
Fayez Sarofim & Co
Texas
$687K
PSUF
733
People's United Financial
Connecticut
$678K -$49.4K -665 -7%
BOTW
734
Bank of the West
California
$677K -$81K -1,090 -11%
FAM
735
Formidable Asset Management
Ohio
$677K -$1.11K -15 -0.2%
WCM
736
Weik Capital Management
Pennsylvania
$667K +$675K +9,085 New
HT
737
HighTower Trust
Texas
$660K +$5.57K +75 +0.8%
CCMG
738
Clark Capital Management Group
Pennsylvania
$659K -$175K -2,360 -21%
OA
739
OFI Advisors
Pennsylvania
$656K +$101K +1,365 +18%
GKFF
740
George Kaiser Family Foundation
Oklahoma
$655K
GIA
741
GHP Investment Advisors
Colorado
$655K +$52.2K +703 +9%
TAM
742
Telluride Asset Management
Minnesota
$655K +$663K +8,920 New
CGT
743
Capital Guardian Trust
California
$654K +$10.1K +136 +2%
HIM
744
Hermes Investment Management
United Kingdom
$649K
LCM
745
Liberty Capital Management
Michigan
$615K
MVIP
746
Mar Vista Investment Partners
California
$611K -$429K -5,774 -41%
BHWM
747
Bar Harbor Wealth Management
New Hampshire
$610K
TCOV
748
Trust Company of Vermont
Vermont
$607K +$163K +2,200 +36%
BFG
749
Beacon Financial Group
Texas
$599K +$52.3K +704 +9%
CCM
750
CrestPoint Capital Management
Missouri
$595K