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Name Holding Trade Value Shares
Change
Change in
Stake
WPW
776
Waldron Private Wealth
Pennsylvania
$663K +$10.3K +60 +2%
SAMC
777
Spectrum Asset Management (California)
California
$656K +$65.4K +380 +11%
BP
778
Ballentine Partners
Massachusetts
$653K -$96.5K -561 -13%
CBB
779
Citizens Business Bank
California
$648K -$51.6K -300 -8%
PCM
780
Palisade Capital Management
New Jersey
$648K +$286K +1,660 +81%
ABC
781
Associated Banc-Corp
Wisconsin
$647K -$26.1K -152 -4%
HA
782
Harfst & Associates
Wyoming
$647K
WEC
783
Winslow Evans & Crocker
Massachusetts
$645K -$461K -2,680 -42%
CMBA
784
C.M. Bidwell & Associates
Hawaii
$644K +$37K +215 +6%
FHA
785
Flagship Harbor Advisors
Massachusetts
$642K +$9.29K +54 +2%
ADL
786
Asset Dedication LLC
California
$637K +$221K +1,282 +54%
AFC
787
AFT Forsyth & Company
Florida
$633K +$621K +3,610 New
AZA
788
Arthur Zaske & Associates
Michigan
$619K
WA
789
Wealth Architects
California
$613K -$34.9K -203 -5%
JIC
790
Johnson Investment Counsel
Ohio
$608K +$8.26K +48 +1%
AA
791
AlphaMark Advisors
Kentucky
$605K
ZB
792
Zions Bancorporation
Utah
$600K +$164K +951 +38%
SXL
793
Summit X LLC
Missouri
$597K +$9.12K +53 +2%
PIA
794
Peachtree Investment Advisors
Georgia
$596K
RIM
795
Regent Investment Management
Kentucky
$596K
FI
796
FormulaFolio Investments
Michigan
$594K +$8.6K +50 +1%
MWM
797
Modera Wealth Management
New Jersey
$593K -$39.2K -228 -6%
EGA
798
Eagle Global Advisors
Texas
$593K
DA
799
DSC Advisors
Illinois
$591K +$24.3K +141 +4%
FPFS
800
First Personal Financial Services
North Carolina
$591K +$157K +915 +37%