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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
526
HB Wealth Management
Georgia
$13M +$1.6M +30,768 +14%
GJIC
527
Gamble Jones Investment Counsel
California
$12.9M -$78.1K -1,505 -0.6%
AL
528
Arnhold LLC
New York
$12.9M +$4.59M +88,485 +55%
FG
529
Fiduciary Group
Georgia
$12.9M +$354K +6,814 +3%
MCM
530
MAI Capital Management
Ohio
$12.8M +$25.8K +497 +0.2%
KCM
531
Kanawha Capital Management
Virginia
$12.7M +$433K +8,351 +4%
AAS
532
Avantax Advisory Services
Texas
$12.7M +$274K +5,279 +2%
CC
533
Cannell & Co
New York
$12.7M -$41.5K -800 -0.3%
BFA
534
Bragg Financial Advisors
North Carolina
$12.7M +$521K +10,039 +4%
SWP
535
Stratos Wealth Partners
Ohio
$12.6M -$132K -2,540 -1%
AI
536
Atria Investments
North Carolina
$12.6M +$1.22M +23,572 +11%
HM
537
HealthCor Management
New York
$12.6M -$4.99M -96,230 -28%
VVP
538
Venture Visionary Partners
Ohio
$12.6M +$961K +18,527 +8%
PMG
539
ProVise Management Group
Florida
$12.5M +$114K +2,204 +0.9%
WJWM
540
Williams Jones Wealth Management
New York
$12.5M +$3.88M +74,787 +45%
SDJVC
541
St. Denis J. Villere & Co
Louisiana
$12.4M -$564K -10,866 -4%
SB
542
Simmons Bank
Arkansas
$12.4M +$63.2K +1,218 +0.5%
PI
543
PGGM Investments
Netherlands
$12.4M
IAA
544
Independent Advisor Alliance
North Carolina
$12.3M +$898K +17,305 +8%
CCC
545
Cincinnati Casualty Company
Ohio
$12.2M
FFBTD
546
First Financial Bank - Trust Division
Ohio
$12.2M +$1.95M +37,581 +19%
MPWT
547
MassMutual Private Wealth & Trust
Connecticut
$12.2M +$23.9K +460 +0.2%
FM
548
Foster & Motley
Ohio
$12.2M -$189K -3,633 -2%
KIA
549
KCM Investment Advisors
California
$12.2M -$2.02M -38,842 -14%
PP
550
Palladium Partners
Virginia
$12.1M -$442K -8,516 -4%