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Name Holding Trade Value Shares
Change
Change in
Stake
CS
526
Central Securities
New York
$14.4M
BCWM
527
Bartlett & Co Wealth Management
Ohio
$14.3M -$2.58M -27,601 -15%
AssetMark Inc
528
AssetMark Inc
California
$14.2M -$857K -9,182 -6%
PFC
529
Poplar Forest Capital
California
$14.1M -$291K -3,114 -2%
QIM
530
Quantitative Investment Management
Virginia
$14.1M +$1.45M +15,579 +11%
Dodge & Cox
531
Dodge & Cox
California
$14.1M -$26.3K -282 -0.2%
EGA
532
Eagle Global Advisors
Texas
$14.1M +$671K +7,182 +5%
SCM
533
Shelton Capital Management
Colorado
$14M +$2.01M +21,557 +16%
PL
534
Parthenon LLC
Kentucky
$14M -$209K -2,236 -1%
BG
535
Bollard Group
Massachusetts
$14M -$8.22K -88 -0.1%
Empower Advisory Group
536
Empower Advisory Group
Colorado
$14M +$1.43M +15,342 +11%
AAM
537
AR Asset Management
California
$14M +$1.99M +21,300 +16%
AUB
538
Atlantic Union Bankshares
Virginia
$14M -$65.3K -699 -0.4%
SCA
539
Stonebridge Capital Advisors
Minnesota
$13.9M +$707K +7,570 +5%
HIMCH
540
Hartford Investment Management Co (HIMCO)
Connecticut
$13.9M -$176K -1,885 -1%
IEFM
541
IQ EQ Fund Management
Ireland
$13.8M +$1.28M +13,692 +10%
MPWT
542
MassMutual Private Wealth & Trust
Connecticut
$13.8M +$2.62M +28,064 +22%
BHIA
543
Birch Hill Investment Advisors
Massachusetts
$13.7M -$13.2M -141,579 -48%
SSWM
544
Smith Salley Wealth Management
North Carolina
$13.7M -$1.42M -15,227 -9%
PFS
545
Prospera Financial Services
Texas
$13.7M +$1.95M +20,878 +16%
QC
546
Quadrature Capital
United Kingdom
$13.7M -$929K -9,955 -6%
SWM
547
Stockman Wealth Management
Montana
$13.6M +$2.15M +23,053 +18%
EWA
548
EP Wealth Advisors
California
$13.5M -$4.58M -49,038 -25%
BCM
549
Bourgeon Capital Management
Connecticut
$13.5M +$217K +2,321 +2%
Holocene Advisors
550
Holocene Advisors
New York
$13.4M +$14M +149,521 New