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Name Holding Trade Value Shares
Change
Change in
Stake
AI
701
Atria Investments
North Carolina
$607K -$500K -8,495 -45%
FM
702
Foster & Motley
Ohio
$605K
CEP
703
Chicago Equity Partners
Illinois
$599K +$5.88K +100 +1%
SFG
704
SNS Financial Group
Minnesota
$591K +$106K +1,808 +22%
SHA
705
Smith Hayes Advisers
Nebraska
$588K +$70.4K +1,196 +13%
VAM
706
Visium Asset Management
New York
$585K +$594K +10,100 New
FNBT
707
FineMark National Bank & Trust
Florida
$581K -$80.9K -1,375 -12%
UR
708
USCA RIA
Texas
$580K +$71.4K +1,213 +14%
MIG
709
Mariner Investment Group
New York
$580K +$235K +4,000 +67%
MIC
710
MU Investments Company
Japan
$576K -$70.6K -1,200 -11%
WF
711
Welch & Forbes
Massachusetts
$576K +$104K +1,760 +22%
CC
712
Courier Capital
New York
$573K
AHS
713
Aspiriant Holdings S3
California
$571K +$2.94K +50 +0.5%
SFSIG
714
San Francisco Sentry Investment Group
California
$570K
CFA
715
Cahill Financial Advisors
Minnesota
$570K +$13.2K +224 +2%
DP
716
Dearborn Partners
Illinois
$569K -$47.9K -815 -8%
FMWA
717
Forvis Mazars Wealth Advisors
Missouri
$565K -$1.08M -18,384 -65%
CLOS
718
Compagnie Lombard Odier SCmA
Switzerland
$559K +$52.8K +898 +10%
LOAMS
719
Lombard Odier Asset Management (Switzerland)
Switzerland
$556K +$567K +9,642 New
ATC
720
Adirondack Trust Company
New York
$551K +$3.24K +55 +0.6%
RCG
721
Ruane, Cunniff & Goldfarb
New York
$550K -$36.9K -627 -6%
LCM
722
Landscape Capital Management
New Jersey
$539K +$547K +9,300 New
SNBOSD
723
Security National Bank of So Dak
Iowa
$537K -$15.3K -260 -3%
GMIM
724
General Motors Investment Management
New York
$529K -$1.32M -22,405 -71%
ST
725
Somerset Trust
Pennsylvania
$529K -$6.41K -109 -1%