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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
576
Carnegie Investment Counsel
Ohio
$25.8M +$5.16M +24,040 +25%
FBB
577
Fulton Breakefield Broenniman
Maryland
$25.7M +$287K +1,335 +1%
AP
578
Appleton Partners
Massachusetts
$25.6M -$524K -2,440 -2%
PAM
579
Private Asset Management
California
$25.5M +$467K +2,176 +2%
BF
580
BOK Financial
Oklahoma
$25.5M -$902K -4,201 -3%
BBI
581
Baxter Bros Inc
Connecticut
$25.5M +$113K +527 +0.5%
CGH
582
Crossmark Global Holdings
Texas
$25.5M -$547K -2,549 -2%
VMPIC
583
Varma Mutual Pension Insurance Co
Finland
$25.4M -$2.15M -10,000 -8%
PAM
584
Panagora Asset Management
Massachusetts
$25.4M -$32.7M -152,374 -57%
MSR
585
Main Street Research
Connecticut
$25.2M +$1.91M +8,905 +8%
NA
586
NewEdge Advisors
Louisiana
$25.2M +$9.19M +42,793 +58%
LOAMS
587
Lombard Odier Asset Management (Switzerland)
Switzerland
$25.1M +$6.87K +32 +0%
ZAM
588
Zevin Asset Management
Massachusetts
$24.9M -$40.6K -189 -0.2%
EIP
589
Epoch Investment Partners
New York
$24.9M +$2M +9,335 +9%
CAI
590
Capital Advisors Inc
Oklahoma
$24.7M +$406K +1,890 +2%
NRS
591
Neville Rodie & Shaw
New York
$24.5M -$950K -4,424 -4%
NWM
592
Nicola Wealth Management
British Columbia, Canada
$24.4M +$4.11M +19,130 +20%
BCM
593
BTR Capital Management
California
$24.4M +$3.24M +15,109 +16%
IAA
594
Independent Advisor Alliance
North Carolina
$24.4M +$3.05M +14,193 +14%
MC
595
Middleton & Co
Massachusetts
$24M +$64.4K +300 +0.3%
EB
596
Eastern Bank
Massachusetts
$23.7M +$497K +2,314 +2%
BG
597
Bahl & Gaynor
Ohio
$23.6M -$1.6M -7,431 -6%
SSWM
598
Smith Salley Wealth Management
North Carolina
$23.6M +$208K +970 +0.9%
BCM
599
BlueMar Capital Management
Florida
$23.5M +$2.91M +13,534 +14%
SCA
600
Stillwater Capital Advisors
Pennsylvania
$23.5M -$440K -2,050 -2%