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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
551
Taurus Asset Management
New York
$593K
HAG
552
HighPoint Advisor Group
Illinois
$593K +$544K +5,236 New
GPA
553
Garrison Point Advisors
California
$591K
WT
554
Washington Trust
Rhode Island
$591K +$244K +2,345 +78%
PL
555
Parthenon LLC
Kentucky
$587K
Fayez Sarofim & Co
556
Fayez Sarofim & Co
Texas
$584K -$10.4K -100 -2%
TAM
557
Tradition Asset Management
Virginia
$579K +$544K +5,235 New
KCM
558
Kanawha Capital Management
Virginia
$576K
NB
559
Nicolet Bankshares
Wisconsin
$573K -$41K -395 -7%
SSB
560
Sandy Spring Bank
Maryland
$572K -$15.1K -145 -3%
CBA
561
Coastal Bridge Advisors
Connecticut
$565K +$519 +5 +0.1%
CFA
562
Carroll Financial Associates
North Carolina
$563K -$276K -2,662 -34%
PFPT
563
Pinnacle Financial Partners (Tennessee)
Tennessee
$558K -$71.7K -690 -12%
BIAS
564
Beacon Investment Advisory Services
New Jersey
$558K +$62.3K +600 +14%
FNBOO
565
First National Bank of Omaha
Nebraska
$558K +$74.8K +720 +17%
FA
566
FDx Advisors
Illinois
$557K +$301K +2,896 +135%
VFM
567
Viking Fund Management
North Dakota
$553K +$519K +5,000 New
TCOT
568
Trust Company of Toledo
Ohio
$552K -$1.66K -16 -0.3%
BSW
569
Buckingham Strategic Wealth
Missouri
$550K +$63K +607 +14%
CIC
570
Carnegie Investment Counsel
Ohio
$544K -$246K -2,370 -33%
PHAM
571
Palisades Hudson Asset Management
Florida
$539K
PIP
572
Peachtree Investment Partners
Florida
$539K +$1.25K +12 +0.2%
ATC
573
Argent Trust Co
Tennessee
$537K
VFA
574
Voya Financial Advisors
Connecticut
$533K +$50.4K +485 +11%
IRF
575
IBM Retirement Fund
New York
$527K +$2.18K +21 +0.4%