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Name Holding Trade Value Shares
Change
Change in
Stake
PP
826
Patten & Patten
Tennessee
$316K – – –
CC
827
Courier Capital
New York
$315K – – –
VRM
828
Vectors Research Management
New York
$315K – – –
LCM
829
Logan Capital Management
Pennsylvania
$314K +$331K +2,000 +20,000%
GD
830
Grandfield & Dodd
New York
$313K – – –
HWA
831
Heritage Wealth Advisors
Virginia
$313K – – –
LOPW
832
Live Oak Private Wealth
North Carolina
$313K – – –
SAA
833
Southeast Asset Advisors
Georgia
$313K +$331K +2,000 New
ISWM
834
Independent Solutions Wealth Management
New York
$311K -$156K -945 -32%
PFA
835
Pathway Financial Advisers
Indiana
$310K +$328K +1,984 New
AAM
836
Auxier Asset Management
Oregon
$307K +$2.48K +15 +0.8%
EIP
837
Epoch Investment Partners
New York
$305K -$74.1K -448 -19%
First Manhattan
838
First Manhattan
New York
$303K -$20K -121 -6%
BRM
839
Boston Research & Management
Massachusetts
$302K – – –
FWA
840
FSM Wealth Advisors
Ohio
$302K -$15.2K -92 -5%
GIA
841
Guyasuta Investment Advisors
Pennsylvania
$301K – – –
UM
842
UniSuper Management
Australia
$297K – – –
AP
843
Appleton Partners
Massachusetts
$297K – – –
OL
844
Owen LaRue
Kentucky
$296K -$8.28K -50 -3%
PWA
845
Phoenix Wealth Advisors
North Carolina
$296K – – –
CD
846
Chapin Davis
Maryland
$293K – – –
DMBA
847
Deseret Mutual Benefit Administrators
Utah
$291K +$73.2K +442 +31%
FPAS
848
Focus Partners Advisor Solutions
Missouri
$291K +$308K +1,861 New
BMC
849
Beaton Management Company
Massachusetts
$289K – – –
RP
850
Rowlandmiller & Partners
Georgia
$288K – – –