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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
826
Aureus Asset Management
Massachusetts
$538K
HTHT
827
Hemenway Trust Hemenway Trust
New Hampshire
$538K -$97.4K -1,269 -15%
ATWA
828
Arbor Trust Wealth Advisors
Michigan
$538K
FLPIM
829
F.L. Putnam Investment Management
Massachusetts
$533K +$76.7K +999 +17%
HIA
830
Harbor Investment Advisory
Maryland
$533K -$15.5K -202 -3%
BTWM
831
Baker Tilly Wealth Management
Wisconsin
$533K +$2.07K +27 +0.4%
CC
832
Cipher Capital
New York
$532K +$528K +6,885 New
BCCM
833
Bridge Creek Capital Management
Massachusetts
$530K
HH
834
Hilltop Holdings
Texas
$530K +$57.9K +754 +12%
CWM
835
Cornerstone Wealth Management
Missouri
$530K +$526K +6,858 New
MIM
836
Moseley Investment Management
Florida
$529K +$33.8K +440 +7%
MGIA
837
Moneta Group Investment Advisors
Missouri
$524K -$257K -3,347 -33%
Carson Wealth (CWM LLC)
838
Carson Wealth (CWM LLC)
Nebraska
$522K +$29.9K +389 +6%
GEA
839
Glen Eagle Advisors
New Jersey
$521K +$153 +2 +0%
LNB
840
Ledyard National Bank
$519K -$38.4K -500 -7%
PP
841
Paloma Partners
Connecticut
$518K +$461K +6,013 +873%
ECM
842
Evergreen Capital Management
Washington
$517K +$79.1K +1,031 +18%
MFA
843
Mayflower Financial Advisors
Massachusetts
$517K +$4.22K +55 +0.8%
AOWM
844
Alpha Omega Wealth Management
Virginia
$515K -$10.4K -136 -2%
TIM
845
Thompson Investment Management
Wisconsin
$513K +$7.75K +101 +2%
PA
846
Profund Advisors
Maryland
$510K -$114K -1,491 -18%
RCAG
847
Rehmann Capital Advisory Group
Michigan
$508K -$73.2K -954 -13%
MJP
848
Michael J. Puzo
$504K +$86.3K +1,125 +21%
RA
849
RFG Advisory
Alabama
$504K -$13.4K -175 -3%
PMA
850
Prudent Man Advisors
Illinois
$503K -$1.15K -15 -0.2%