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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
526
Bar Harbor Wealth Management
New Hampshire
$12.4M +$225K +2,932 +2%
SBH
527
Segall Bryant & Hamill
Illinois
$12.4M -$29.5K -385 -0.2%
BII
528
Bainco International Investors
Massachusetts
$12.3M -$115K -1,506 -1%
B
529
Barings
North Carolina
$12.3M +$4.27M +55,772 +57%
CG
530
Colony Group
Massachusetts
$12.2M +$8.6M +112,295 +275%
EWM
531
Edge Wealth Management
New York
$12.2M +$943K +12,320 +9%
PL
532
Parthenon LLC
Kentucky
$12M -$5.97K -78 -0.1%
MCM
533
Monarch Capital Management
Indiana
$11.9M -$69.2K -904 -0.6%
PFU
534
Parus Finance (UK)
United Kingdom
$11.9M -$743K -9,704 -6%
CCM
535
Copernicus Capital Management
California
$11.8M +$11.3M +147,768 New
SI
536
Sensato Investors
California
$11.8M -$682K -8,908 -6%
HCM
537
Huber Capital Management
California
$11.7M -$1.93M -25,152 -15%
RI
538
Redwood Investments
Massachusetts
$11.7M -$13.7K -179 -0.1%
KS
539
Karpas Strategies
Connecticut
$11.7M
BG
540
Bollard Group
Massachusetts
$11.7M +$950K +12,407 +9%
OSIA
541
O'Shares Investment Advisers
Massachusetts
$11.7M +$652K +8,516 +6%
BCM
542
BTR Capital Management
California
$11.6M +$332K +4,339 +3%
DWM
543
Doyle Wealth Management
Florida
$11.6M +$160K +2,096 +1%
NAM
544
North American Management
Massachusetts
$11.5M +$118K +1,537 +1%
EWM
545
Evercore Wealth Management
New York
$11.5M +$308K +4,019 +3%
ECM
546
Estabrook Capital Management
New York
$11.5M -$351K -4,581 -3%
Cerity Partners
547
Cerity Partners
New York
$11.4M +$5.22M +68,238 +92%
FAAS
548
First Allied Advisory Services
California
$11.4M -$585K -7,634 -5%
LSA
549
L & S Advisors
California
$11.4M -$1.38M -17,994 -11%
ATC
550
Argent Trust Co
Tennessee
$11.4M +$584K +7,629 +6%