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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
551
Delta Asset Management
Tennessee
$348K – – –
BHIA
552
Birch Hill Investment Advisors
Massachusetts
$345K +$108K +950 +49%
GDP
553
Great Diamond Partners
Maine
$337K -$5.6K -49 -2%
AIP
554
Almanack Investment Partners
Pennsylvania
$334K +$10.7K +94 +3%
FDCDDQ
555
Federation des caisses Desjardins du Quebec
Quebec, Canada
$324K +$12.6K +110 +4%
JLBC
556
J.L. Bainbridge & Co
Florida
$324K – – –
SDWMA
557
Schneider Downs Wealth Management Advisors
Pennsylvania
$321K – – –
IB
558
Intrust Bank
Kansas
$320K -$52K -455 -15%
FM
559
Family Management
New York
$319K +$304K +2,660 New
DA
560
Dash Acquisitions
California
$316K – – –
NERM
561
New England Research & Management
Illinois
$312K – – –
ASN
562
Advisory Services Network
Georgia
$312K +$296K +2,596 New
SAM
563
Strategy Asset Managers
California
$309K +$14K +123 +5%
KS
564
Karpas Strategies
Connecticut
$308K – – –
PGFC
565
Peapack-Gladstone Financial Corp
New Jersey
$308K – – –
PA
566
Profund Advisors
Maryland
$308K +$10.8K +95 +4%
AIP
567
Ameritas Investment Partners
Nebraska
$304K – – –
ACP
568
Ashfield Capital Partners
California
$303K – – –
HTC
569
Haverford Trust Company
Pennsylvania
$302K – – –
LW
570
Linscomb Wealth
Texas
$300K -$4.34K -38 -1%
GIA
571
Guyasuta Investment Advisors
Pennsylvania
$300K – – –
UFG
572
United Fire Group
Iowa
$300K – – –
V
573
Veritable
Delaware
$296K -$457 -4 -0.2%
PAS
574
Park Avenue Securities
New York
$294K +$18K +158 +7%
FP
575
Foundry Partners
Minnesota
$292K – – –