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Name Holding Trade Value Shares
Change
Change in
Stake
CMP
1051
Christine Messmer PC
Pennsylvania
$398K -$15.8K -294 -3%
PL
1052
Perpetual Ltd
Australia
$397K – – –
BP
1053
Ballentine Partners
Massachusetts
$395K -$102K -1,902 -18%
HCM
1054
Howland Capital Management
Massachusetts
$395K – – –
SCM
1055
Sandler Capital Management
New York
$395K +$455K +8,490 New
SC
1056
Schulhoff & Co
Ohio
$394K – – –
EF
1057
Evanson Financial
Virginia
$393K +$454K +8,464 New
TCIIS
1058
TIAA-CREF Individual & Institutional Services
New York
$393K -$37.6K -701 -8%
WCA
1059
Westover Capital Advisors
Delaware
$393K – – –
HC
1060
Hamilton Capital
Ohio
$392K -$83.6K -1,560 -16%
MA
1061
Mutual Advisors
Nebraska
$392K +$80.8K +1,508 +22%
VFM
1062
Vision Financial Markets
Connecticut
$391K +$450K +8,400 New
EWM
1063
Evercore Wealth Management
New York
$390K -$27.3K -510 -6%
GDP
1064
Great Diamond Partners
Maine
$390K +$590 +11 +0.1%
FWIA
1065
Fort Washington Investment Advisors
Ohio
$389K -$109K -2,025 -19%
JEST
1066
JTC Employer Solutions Trustee
Jersey
$386K – – –
LCGC
1067
Legacy Capital Group California
California
$386K +$4.98K +93 +1%
SCM
1068
Sterling Capital Management
North Carolina
$385K -$98.2K -1,832 -18%
RIG
1069
RiverFront Investment Group
Virginia
$384K +$443K +8,267 New
GD
1070
Grandfield & Dodd
New York
$383K – – –
MFS
1071
Miller Financial Services
Michigan
$382K -$17.4K -325 -4%
AI
1072
Acuitas Investments
Washington
$380K – – –
HWMT
1073
Heritage Wealth Management (Texas)
Texas
$378K +$375 +7 +0.1%
CAM
1074
Councilmark Asset Management
Tennessee
$375K – – –
KCM
1075
Kathmere Capital Management
Pennsylvania
$374K +$3.22K +60 +0.8%