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Name Holding Trade Value Shares
Change
Change in
Stake
CM
676
Castleark Management
Illinois
$242K +$212K +2,290 New
RFA
677
Reilly Financial Advisors
California
$240K +$90.4K +975 +75%
CCM
678
Cupps Capital Management
Illinois
$236K +$207K +2,236 New
HB
679
Homrich & Berg
Georgia
$235K +$206K +2,222 New
CCA
680
Clearwater Capital Advisors
Illinois
$234K +$206K +2,221 New
CAW
681
Cornerstone Advisors (Washington)
Washington
$232K +$55.6K +600 +38%
BCM
682
BTC Capital Management
Iowa
$232K +$203K +2,187 New
MFW
683
Mosaic Family Wealth
Missouri
$228K
CCM
684
Coldstream Capital Management
Washington
$225K +$197K +2,123 New
LWCFA
685
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$223K
GIM
686
Grassi Investment Management
California
$222K +$195K +2,100 New
BOTW
687
Bank of the West
California
$219K +$192K +2,070 New
CI
688
Cavalier Investments
Georgia
$216K +$189K +2,041 New
GC
689
Gratry & Company
Ohio
$214K +$187K +2,020 New
CB
690
Commerce Bank
Missouri
$213K -$66.6K -719 -26%
CCG
691
Chatham Capital Group
Georgia
$212K +$185K +2,000 New
MIM
692
Marco Investment Management
Georgia
$212K +$185K +2,000 New
DI
693
Diligent Investors
California
$208K +$181K +1,957 New
PFPT
694
Pinnacle Financial Partners (Tennessee)
Tennessee
$201K
TDC
695
Thompson Davis & Co
Virginia
$159K +$44.5K +480 +47%
WEC
696
Winslow Evans & Crocker
Massachusetts
$159K -$4.63K -50 -3%
MMH
697
Menora Mivtachim Holdings
Israel
$148K -$32.9M -354,900 -100%
EPM
698
Equitec Proprietary Markets
Illinois
$148K +$130K +1,400 New
GWS
699
Glassman Wealth Services
Virginia
$139K +$107K +1,150 +697%
EWM
700
Edge Wealth Management
New York
$138K -$463 -5 -0.4%