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Name Holding Trade Value Shares
Change
Change in
Stake
NRS
676
Neville Rodie & Shaw
New York
$8.02M -$354K -5,952 -4%
CCP
677
Corient Capital Partners
California
$8.01M +$258K +4,338 +3%
PSC
678
Prentiss Smith & Co
Vermont
$7.98M -$247K -4,162 -3%
MPM
679
Meritage Portfolio Management
Kansas
$7.95M +$161K +2,709 +2%
AC
680
Alley Company
Illinois
$7.9M -$33.1M -557,148 -81%
VFM
681
Viking Fund Management
North Dakota
$7.87M -$1.19M -20,000 -13%
TCM
682
Tufton Capital Management
Maryland
$7.86M +$66.5K +1,120 +0.8%
WC
683
Woodstock Corp
Massachusetts
$7.86M +$117K +1,967 +1%
FF
684
FourThought Financial
Florida
$7.8M +$7.89M +132,801 New
ALAM
685
Asahi Life Asset Management
Japan
$7.79M -$102K -1,720 -1%
AAA
686
Adams Asset Advisors
Texas
$7.79M
TA
687
TruWealth Advisors
Louisiana
$7.78M +$7.87M +132,493 New
SBH
688
Segall Bryant & Hamill
Illinois
$7.75M -$32.1K -540 -0.4%
RWM
689
Rench Wealth Management
Texas
$7.75M +$350K +5,887 +5%
BS
690
Boenning & Scattergood
Pennsylvania
$7.74M +$124K +2,091 +2%
CCT
691
Chemung Canal Trust
New York
$7.72M +$256K +4,310 +3%
PCM
692
Parsons Capital Management
Rhode Island
$7.71M +$21.2K +357 +0.3%
PCM
693
Palisade Capital Management
New Jersey
$7.7M +$31.4K +529 +0.4%
MIAN
694
Mariner Independent Advisor Network
Kansas
$7.63M +$708K +11,915 +10%
WJWM
695
Williams Jones Wealth Management
New York
$7.61M +$348K +5,855 +5%
HVIA
696
Hudson Valley Investment Advisors
New York
$7.57M +$38K +640 +0.5%
APA
697
American Portfolios Advisors
New York
$7.49M -$1.19M -20,058 -14%
FMBTD
698
First Midwest Bank Trust Division
Illinois
$7.47M -$237K -3,994 -3%
HA
699
Hamel Associates
New Jersey
$7.45M -$8.91K -150 -0.1%
BCA
700
Bernzott Capital Advisors
California
$7.41M -$545K -9,170 -7%