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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
651
Bar Harbor Wealth Management
New Hampshire
$4.42M +$815 +33 +0%
HPIA
652
Hamilton Point Investment Advisors
North Carolina
$4.42M +$26.2K +1,063 +0.6%
RCAG
653
Rehmann Capital Advisory Group
Michigan
$4.41M +$213K +8,623 +5%
NSIM
654
North Star Investment Management
Illinois
$4.4M +$28K +1,134 +0.7%
KA
655
Kintegral Advisory
New York
$4.39M -$19K -771 -0.4%
QCG
656
Quadrant Capital Group
Ohio
$4.39M +$75.4K +3,055 +2%
WJWM
657
Williams Jones Wealth Management
New York
$4.33M -$65.4K -2,650 -2%
TGIA
658
Torrey Growth & Income Advisors
California
$4.33M +$4.2M +170,042 New
UBP
659
Union Bancaire Privee
Switzerland
$4.32M +$136K +5,494 +4%
VCM
660
Voleon Capital Management
California
$4.32M +$2.58M +104,364 +160%
HAG
661
HighPoint Advisor Group
Illinois
$4.32M -$1.65M -67,040 -28%
CIC
662
Cutler Investment Counsel
Oregon
$4.32M -$82.6K -3,345 -2%
CK
663
Cohen Klingenstein
New York
$4.31M
FFBTD
664
First Financial Bank - Trust Division
Ohio
$4.25M -$22.5K -912 -0.5%
MDCM
665
Morgan Dempsey Capital Management
Wisconsin
$4.24M -$687K -27,835 -14%
FIB
666
First Interstate Bank
Montana
$4.22M +$571K +23,154 +16%
OAM
667
Ostrum Asset Management
France
$4.21M +$199K +8,076 +5%
ABC
668
Associated Banc-Corp
Wisconsin
$4.21M -$52.4K -2,125 -1%
WAP
669
Wealthcare Advisory Partners
Pennsylvania
$4.2M +$252K +10,220 +7%
D
670
Drystone
Virginia
$4.2M +$6.94K +281 +0.2%
BA
671
Baugh & Associates
Georgia
$4.2M -$168K -6,802 -4%
NB
672
NBT Bank
New York
$4.19M -$378K -15,309 -9%
AG
673
Ascent Group
Virginia
$4.18M +$1.75M +70,781 +76%
VPI
674
Value Partners Investments
Manitoba, Canada
$4.18M +$4.05M +164,000 New
FNT
675
First National Trust
Pennsylvania
$4.18M -$46.2K -1,873 -1%