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Name Holding Trade Value Shares
Change
Change in
Stake
FBNAT
626
FirstMerit Bank N.A. Trustee
Ohio
$884K +$12.6K +270 +2%
OSAM
627
O'Shaughnessy Asset Management
Connecticut
$876K -$12.5K -268 -1%
NB
628
NBT Bank
New York
$869K +$70.8K +1,514 +9%
AI
629
Atria Investments
North Carolina
$862K +$4.35K +93 +0.5%
AF
630
Arrow Financial
New York
$854K +$24.1K +514 +3%
FM
631
Foster & Motley
Ohio
$854K +$154K +3,286 +24%
MSFP
632
Mark Sheptoff Financial Planning
Connecticut
$853K -$10.5K -224 -1%
SI
633
SII Investments
Wisconsin
$852K +$41.5K +886 +5%
SM
634
Salzhauer Michael
$849K – – –
SI
635
Stephens Inc
Arkansas
$844K +$10.2K +217 +1%
MNBTD
636
Moody National Bank Trust Division
Texas
$835K – – –
WTC
637
WhitTier Trust Company
Nevada
$830K +$555K +11,857 +242%
Connor, Clark & Lunn Investment Management (CC&L)
638
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$808K -$3.17M -67,657 -82%
FVCM
639
F&V Capital Management
Florida
$803K – – –
FAAS
640
First Allied Advisory Services
California
$800K +$16.6K +355 +2%
FM
641
Forward Management
California
$786K +$16.3K +348 +2%
BFS
642
Bradley Foster & Sargent
Connecticut
$783K -$35.4K -757 -5%
FFC
643
First Financial Corp
Indiana
$774K -$21K -449 -3%
CIA
644
Choate Investment Advisors
Massachusetts
$769K -$40.9K -873 -5%
NI
645
Numeric Investors
Massachusetts
$756K +$714K +15,259 New
MAA
646
Mraz Amerine & Associates
California
$739K – – –
LPT
647
Legacy Private Trust
Wisconsin
$735K +$4.73K +101 +0.7%
BPBT
648
Boston Private Bank & Trust
Massachusetts
$730K -$535K -11,438 -44%
FAM
649
Formidable Asset Management
Ohio
$730K -$6.27K -134 -0.9%
CCM
650
CrestPoint Capital Management
Missouri
$713K -$362K -7,742 -35%