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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
551
Johnson Investment Counsel
Ohio
$685K -$3.2K -50 -0.5%
PFO
552
Pathstone Family Office
New Jersey
$678K -$24.1K -376 -4%
EIA
553
Edgemoor Investment Advisors
Maryland
$670K
GSEP
554
Golden State Equity Partners
California
$663K +$600K +9,382 New
HH
555
Hilltop Holdings
Texas
$661K -$320 -5 -0.1%
AT
556
Arvest Trust
Oklahoma
$651K +$40.3K +629 +7%
ABLA
557
Alan B. Lancz & Associates
Ohio
$647K
IA
558
IndexIQ Advisors
New York
$644K +$1.92K +30 +0.3%
APA
559
American Portfolios Advisors
New York
$635K +$74.4K +1,162 +15%
FMII
560
Farmers & Merchants Investments Inc
Nebraska
$635K -$50.6K -791 -8%
MWC
561
MBM Wealth Consultants
Missouri
$625K -$381K -5,956 -40%
VI
562
Versor Investments
New York
$623K -$129K -2,015 -19%
EIP
563
Epoch Investment Partners
New York
$618K +$560K +8,755 New
PP
564
Prudential plc
United Kingdom
$614K +$556K +8,690 New
WI
565
Wedgewood Investors
Pennsylvania
$611K
BTWM
566
Baker Tilly Wealth Management
Wisconsin
$608K -$61.7K -964 -10%
GPA
567
Garrison Point Advisors
California
$603K
GAM
568
Gould Asset Management
California
$603K
CI
569
Conning Inc
Connecticut
$602K -$44.8K -700 -8%
VAS
570
Vestmark Advisory Solutions
Massachusetts
$601K -$312K -4,870 -36%
AMIM
571
Aull & Monroe Investment Management
Alabama
$601K
DTL
572
Dynamic Technology Lab
Singapore
$590K -$480K -7,498 -47%
SEC
573
Seven Eight Capital
New York
$590K +$535K +8,352 New
NRS
574
Neville Rodie & Shaw
New York
$571K
FFA
575
Founders Financial Alliance
North Carolina
$565K