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Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
626
M&R Capital Management
New Jersey
$642K -$8.97K -160 -1%
KWM
627
Kingsview Wealth Management
Oregon
$636K -$912K -16,282 -60%
SPC
628
Stewart & Patten Company
California
$636K
FMC
629
First Merchants Corp
Indiana
$634K -$330K -5,890 -35%
CIC
630
Cornercap Investment Counsel
Georgia
$634K -$32.2K -575 -5%
SAM
631
Silvercrest Asset Management
New York
$634K
BA
632
BCM Advisors
Louisiana
$628K
CFD
633
Creative Financial Designs
Indiana
$625K +$56 +1 +0%
ZIC
634
ZWJ Investment Counsel
Georgia
$620K +$595K +10,626 New
AUB
635
Atlantic Union Bankshares
Virginia
$616K -$15K -268 -2%
MA
636
MUFG Americas
New York
$616K +$22.5K +401 +4%
FM
637
Family Management
New York
$612K +$587K +10,481 New
CM
638
Crestline Management
Texas
$611K +$587K +10,477 New
SAM
639
Smithbridge Asset Management
Pennsylvania
$602K
WOC
640
West Oak Capital
California
$600K -$144K -2,575 -20%
IC
641
IEQ Capital
California
$600K +$73.4K +1,310 +15%
LOAMS
642
Lombard Odier Asset Management (Switzerland)
Switzerland
$598K -$49.8K -888 -8%
CAM
643
Covenant Asset Management
New Jersey
$593K
SSG
644
Summit Securities Group
New York
$593K +$570K +10,164 New
O
645
Ossiam
France
$592K +$568K +10,134 New
ET
646
Equitable Trust
Tennessee
$590K -$11.2K -200 -2%
RCG
647
Resource Consulting Group
Florida
$590K +$566K +10,098 New
MA
648
Montag & Associates
Georgia
$584K -$112K -2,000 -17%
SL
649
Stevard LLC
Illinois
$584K
MGIM
650
M&G Investment Management
United Kingdom
$582K