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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
876
Pallas Capital Advisors
Massachusetts
$8.58M +$354K +2,749 +4%
LOPW
877
Live Oak Private Wealth
North Carolina
$8.57M -$162K -1,254 -2%
IAA
878
Independent Advisor Alliance
North Carolina
$8.53M +$138K +1,070 +2%
ZIG
879
Zuckerman Investment Group
Illinois
$8.45M +$18.7K +145 +0.2%
LOAMS
880
Lombard Odier Asset Management (Switzerland)
Switzerland
$8.44M -$15.5M -120,320 -64%
RDWM
881
Red Door Wealth Management
Tennessee
$8.43M +$423K +3,287 +5%
KLWA
882
Kelly Lawrence W & Associates
California
$8.27M -$123K -955 -1%
FCH
883
Freestone Capital Holdings
Washington
$8.27M +$259K +2,011 +3%
BCM
884
Brookstone Capital Management
Illinois
$8.25M +$139K +1,077 +2%
IIM
885
Ipswich Investment Management
Massachusetts
$8.23M
BOH
886
Bank of Hawaii
Hawaii
$8.22M +$41.3K +321 +0.5%
AAIM
887
Asset Advisors Investment Management
Georgia
$8.21M +$404K +3,133 +5%
BIM
888
Bridges Investment Management
Nebraska
$8.19M +$2.81M +21,816 +49%
FAB
889
First American Bank
Illinois
$8.19M +$60.2K +467 +0.7%
EFIC
890
Eliot Finkel Investment Counsel
California
$8.19M -$42.5K -330 -0.5%
Verition Fund Management
891
Verition Fund Management
Connecticut
$8.19M +$3.55M +27,584 +72%
CTA
892
Chesley Taft & Associates
Illinois
$8.18M +$672K +5,215 +9%
EWM
893
Executive Wealth Management
Michigan
$8.17M +$325K +2,523 +4%
SFS
894
Sowell Financial Services
Arkansas
$8.16M -$133K -1,036 -2%
SGH
895
Sivik Global Healthcare
Connecticut
$8.15M +$8.49M +65,874 New
GFS
896
GYL Financial Synergies
Connecticut
$8.07M +$490K +3,804 +6%
VFM
897
Viking Fund Management
North Dakota
$8.05M -$1.03M -8,000 -11%
AF
898
Allworth Financial
California
$8.03M +$1.7M +13,232 +26%
LIM
899
Leavell Investment Management
Alabama
$8M +$856K +6,646 +12%
SC
900
Searle & Co
Connecticut
$7.96M +$830K +6,447 +11%