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Name Holding Trade Value Shares
Change
Change in
Stake
CONA
551
Capital One National Association
New York
$449K -$37.7K -476 -8%
WJA
552
Williams Jones & Associates
New York
$449K
TAM
553
Taurus Asset Management
New York
$449K +$22.9K +290 +6%
AWM
554
Avior Wealth Management
Nebraska
$448K +$434K +5,486 New
BFO
555
Boston Family Office
Massachusetts
$445K
EFS
556
Essex Financial Services
Connecticut
$442K -$4.51K -57 -1%
ClearBridge Investments
557
ClearBridge Investments
New York
$436K -$57.3K -724 -12%
BBA
558
BLB&B Advisors
Pennsylvania
$436K -$9.89K -125 -2%
GIM
559
Goelzer Investment Management
Indiana
$435K
PMFA
560
Plante Moran Financial Advisors
Michigan
$434K +$232K +2,934 +123%
PL
561
Parthenon LLC
Kentucky
$433K
AI
562
Atria Investments
North Carolina
$432K -$282K -3,569 -40%
CG
563
Clinton Group
New York
$426K -$962K -12,159 -70%
VCA
564
Verdence Capital Advisors
Maryland
$422K +$409K +5,176 New
WT
565
Washington Trust
Rhode Island
$418K
FIM
566
Foresters Investment Management
New York
$418K +$243K +3,071 +150%
PNC
567
Park National Corp
Ohio
$417K +$1.19K +15 +0.3%
IG
568
ING Group
Netherlands
$416K -$2.2M -27,800 -85%
FIB
569
First Interstate Bank
Montana
$415K -$28.6K -361 -7%
CBA
570
Coastal Bridge Advisors
Connecticut
$415K -$9.57K -121 -2%
FFBTD
571
First Financial Bank - Trust Division
Ohio
$414K -$2.21K -28 -0.5%
PL
572
Plancorp LLC
Missouri
$414K +$62.3K +787 +18%
FP
573
FDO Partners
Massachusetts
$410K -$265K -3,354 -40%
BFS
574
Bradley Foster & Sargent
Connecticut
$409K
TCOT
575
Trust Company of Toledo
Ohio
$408K