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Name Holding Trade Value Shares
Change
Change in
Stake
DRS
1176
Deane Retirement Strategies
Louisiana
$1.51M +$1.63M +50,839 New
LCP
1177
Legacy Capital Partners
Wisconsin
$1.51M +$399K +12,437 +32%
NAM
1178
North American Management
Massachusetts
$1.5M +$786K +24,512 +94%
PIM
1179
Platinum Investment Management
Australia
$1.5M
WWM
1180
Willingdon Wealth Management
North Carolina
$1.49M -$31.9K -995 -2%
CPO
1181
Cerity Partners OCIO
New York
$1.49M -$30.8K -960 -2%
OP
1182
Oldfield Partners
United Kingdom
$1.49M
TCOTO
1183
Trust Company of the Ozarks
Missouri
$1.48M -$52.4K -1,634 -3%
CHAM
1184
Clear Harbor Asset Management
Connecticut
$1.48M -$47.8K -1,492 -3%
CHC
1185
City Holding Co
West Virginia
$1.47M +$31.5K +981 +2%
BAM
1186
Burnham Asset Management
New York
$1.47M -$78.6K -2,450 -5%
LPT
1187
Legacy Private Trust
Wisconsin
$1.47M -$12.7K -397 -0.8%
RCM
1188
Rotella Capital Management
Washington
$1.47M +$1.26M +39,267 +394%
MBT
1189
Montecito Bank & Trust
California
$1.47M -$324K -10,101 -17%
BWP
1190
Baldwin Wealth Partners
Massachusetts
$1.46M
WTB
1191
Washington Trust Bank
Washington
$1.46M -$64.6K -2,015 -4%
PWS
1192
Peloton Wealth Strategists
Indiana
$1.45M +$16.9K +527 +1%
FC
1193
FIC Capital
New York
$1.45M -$16.9K -527 -1%
NCM
1194
Neumann Capital Management
California
$1.45M
KFS
1195
Kurt F. Somerville
$1.44M -$27.1K -844 -2%
WA
1196
WBH Advisory
Maryland
$1.43M -$175K -5,461 -10%
BAS
1197
Brown Advisory Securities
Maryland
$1.42M -$23.8K -741 -2%
WFG
1198
Wills Financial Group
Virginia
$1.42M +$12.2K +381 +0.8%
NERM
1199
New England Research & Management
Illinois
$1.42M +$343K +10,694 +29%
MIG
1200
Mariner Investment Group
New York
$1.41M -$2.03M -63,451 -57%