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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
526
Bartlett & Co Wealth Management
Ohio
$12.1M -$821K -11,042 -7%
BG
527
Bollard Group
Massachusetts
$12M +$257K +3,454 +2%
X
528
Xponance
Pennsylvania
$12M -$24.3M -326,838 -68%
PSUF
529
People's United Financial
Connecticut
$12M -$253K -3,401 -2%
BC
530
Bartlett & Co
Ohio
$12M -$821K -11,042 -7%
LG
531
LaFleur & Godfrey
Michigan
$11.9M +$1.88M +25,327 +20%
PL
532
Parthenon LLC
Kentucky
$11.9M -$473K -6,357 -4%
CIA
533
CCM Investment Advisers
South Carolina
$11.8M +$240K +3,224 +2%
GI
534
Gradient Investments
Minnesota
$11.8M +$142K +1,907 +1%
EGA
535
Eagle Global Advisors
Texas
$11.8M -$464K -6,240 -4%
MC
536
Middleton & Co
Massachusetts
$11.7M -$833K -11,193 -7%
NWM
537
Nicola Wealth Management
British Columbia, Canada
$11.7M -$1.24M -16,611 -10%
PP
538
Patten & Patten
Tennessee
$11.5M -$28.9K -388 -0.3%
KRS
539
Kentucky Retirement Systems
Kentucky
$11.5M -$665K -8,939 -6%
HAI
540
Hennessy Advisors Inc
California
$11.4M -$238K -3,204 -2%
CAM
541
Columbia Asset Management
Michigan
$11.3M -$1.57M -21,161 -13%
MCM
542
Mengis Capital Management
Oregon
$11.3M +$844K +11,347 +9%
V
543
Veritable
Delaware
$11.1M +$95.6K +1,285 +0.9%
Fidelity International
544
Fidelity International
Bermuda
$11.1M -$181K -2,438 -2%
CDH
545
Charles D. Hyman
$11.1M -$311K -4,180 -3%
LBC
546
Lowe Brockenbrough & Co
Virginia
$11.1M -$250K -3,356 -2%
SSWM
547
Smith Salley Wealth Management
North Carolina
$11.1M -$145K -1,943 -1%
GAM
548
Gotham Asset Management
New York
$10.9M -$2.75M -36,982 -21%
FWCM
549
Ferguson Wellman Capital Management
Oregon
$10.9M -$1.94M -26,128 -16%
PFO
550
Pathstone Family Office
New Jersey
$10.9M +$40.2K +540 +0.4%