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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1251
Cornerstone Advisory
Maryland
$756K -$41.1K -267 -5%
TSW
1252
Thompson Siegel & Walmsley
Virginia
$751K -$36.8K -239 -4%
CPIG
1253
Chicago Partners Investment Group
Illinois
$748K +$14.6K +95 +2%
Kovitz Investment Group Partners
1254
Kovitz Investment Group Partners
Illinois
$747K -$78.4K -509 -9%
SFG
1255
SevenBridge Financial Group
Pennsylvania
$746K -$107K -693 -12%
NONA
1256
Ninety One North America
New York
$744K -$186K -1,209 -19%
HHGA
1257
Halbert Hargrove Global Advisors
California
$743K +$497K +3,230 +170%
WPW
1258
Waldron Private Wealth
Pennsylvania
$739K -$81.7K -531 -9%
ST
1259
Sabal Trust
Florida
$739K -$1.85K -12 -0.2%
LFAS
1260
Level Four Advisory Services
Texas
$739K +$37.9K +246 +5%
FNB
1261
Farmers National Bank
Kentucky
$738K -$9.24K -60 -1%
SA
1262
Sicart Associates
New York
$738K – – –
KPCM
1263
Kings Point Capital Management
New York
$733K +$544K +3,532 +231%
FA
1264
FCG Advisors
New Jersey
$729K +$57.4K +373 +8%
FAG
1265
Financial Advisory Group
Texas
$724K -$18.3K -119 -2%
CCM
1266
Compass Capital Management
Minnesota
$722K +$31.2K +203 +4%
SLF
1267
Sun Life Financial
Ontario, Canada
$721K -$130K -842 -14%
MRCM
1268
M&R Capital Management
New Jersey
$721K +$55.4K +360 +8%
HWMG
1269
Hurlow Wealth Management Group
Indiana
$719K – – –
FPFS
1270
First Personal Financial Services
North Carolina
$713K -$66.5K -432 -8%
FCCM
1271
First City Capital Management
Georgia
$713K – – –
MBTD
1272
Mechanics Bank - Trust Department
California
$712K -$794K -5,160 -51%
NSB
1273
Norway Savings Bank
Maine
$712K -$17.5K -114 -2%
PNAA
1274
Pictet North America Advisors
Switzerland
$710K – – –
CPO
1275
Cerity Partners OCIO
New York
$710K +$140K +911 +23%