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Name Holding Trade Value Shares
Change
Change in
Stake
Obermeyer Wealth Partners
876
Obermeyer Wealth Partners
Colorado
$81.2M -$2.82M -15,125 -3%
OGC
877
Oak Grove Capital
New Hampshire
$81.1M -$2.29M -12,277 -3%
SNB
878
Security National Bank
Nebraska
$80.6M -$4.77M -25,626 -6%
Johnson Investment Counsel
879
Johnson Investment Counsel
Ohio
$80.2M +$5.4M +29,023 +7%
PFA
880
Perryman Financial Advisory
Texas
$79.7M +$79.5M +427,120 New
Principal Securities
881
Principal Securities
Iowa
$79.5M +$7.06M +37,952 +10%
PIA
882
Petredis Investment Advisors
Pennsylvania
$79.3M +$520K +2,792 +0.7%
M2MC
883
Matthew 25 Management Corp
Pennsylvania
$79.3M -$2.42M -13,000 -3%
SPC
884
Stony Point Capital
New York
$79.3M +$1.99M +10,672 +3%
Capital Investment Advisors
885
Capital Investment Advisors
Georgia
$78.9M +$1.38M +7,434 +2%
SIA
886
Soltis Investment Advisors
Utah
$78.8M +$6.31M +33,924 +9%
Evergreen Capital Management
887
Evergreen Capital Management
Washington
$78.7M +$7.59M +40,769 +11%
WAP
888
Wealthcare Advisory Partners
Pennsylvania
$78.6M -$833K -4,476 -1%
Klingenstein Fields & Co
889
Klingenstein Fields & Co
New York
$78.1M -$1.36M -7,288 -2%
RIL
890
Rothschild Investment LLC
Illinois
$78.1M -$1.08M -5,792 -1%
FineMark National Bank & Trust
891
FineMark National Bank & Trust
Florida
$77.9M -$239K -1,285 -0.3%
Burney Company
892
Burney Company
Virginia
$77.9M +$20.1M +108,250 +35%
PIM
893
Penobscot Investment Management
Massachusetts
$77.6M -$3.1M -16,670 -4%
PI
894
PFG Investments
New York
$77.5M +$693K +3,721 +0.9%
RWM
895
Rockline Wealth Management
New York
$77.4M -$242K -1,299 -0.3%
GIA
896
Gladstone Institutional Advisory
Florida
$77.4M -$1.15M -6,205 -1%
JMFC
897
J.M. Forbes & Co
Massachusetts
$76.9M +$561K +3,012 +0.7%
GH
898
GAM Holding
Switzerland
$76.8M -$8.5M -45,687 -10%
KFP
899
KMG Fiduciary Partners
Ohio
$76.7M -$3.49M -18,774 -4%
Harvard Management Company
900
Harvard Management Company
Massachusetts
$76.5M -$32.3M -173,640 -30%