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Name Holding Trade Value Shares
Change
Change in
Stake
CC
826
Courier Capital
New York
$315K
VRM
827
Vectors Research Management
New York
$315K
LCM
828
Logan Capital Management
Pennsylvania
$314K +$331K +2,000 +20,000%
GD
829
Grandfield & Dodd
New York
$313K
HWA
830
Heritage Wealth Advisors
Virginia
$313K
LOPW
831
Live Oak Private Wealth
North Carolina
$313K
SAA
832
Southeast Asset Advisors
Georgia
$313K +$331K +2,000 New
ISWM
833
Independent Solutions Wealth Management
New York
$311K -$156K -945 -32%
PFA
834
Pathway Financial Advisers
Indiana
$310K +$328K +1,984 New
AAM
835
Auxier Asset Management
Oregon
$307K +$2.48K +15 +0.8%
EIP
836
Epoch Investment Partners
New York
$305K -$74.1K -448 -19%
First Manhattan
837
First Manhattan
New York
$303K -$20K -121 -6%
BRM
838
Boston Research & Management
Massachusetts
$302K
FWA
839
FSM Wealth Advisors
Ohio
$302K -$15.2K -92 -5%
GIA
840
Guyasuta Investment Advisors
Pennsylvania
$301K
UM
841
UniSuper Management
Australia
$297K
AP
842
Appleton Partners
Massachusetts
$297K
OL
843
Owen LaRue
Kentucky
$296K -$8.28K -50 -3%
PWA
844
Phoenix Wealth Advisors
North Carolina
$296K
CD
845
Chapin Davis
Maryland
$293K
DMBA
846
Deseret Mutual Benefit Administrators
Utah
$291K +$73.2K +442 +31%
FPAS
847
Focus Partners Advisor Solutions
Missouri
$291K +$308K +1,861 New
BMC
848
Beaton Management Company
Massachusetts
$289K
RP
849
Rowlandmiller & Partners
Georgia
$288K
WFS
850
Widmann Financial Services
Maryland
$286K