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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
526
Bleakley Financial Group
New Jersey
$593K +$66.3K +270 +13%
SS
527
Simplicity Solutions
Minnesota
$593K +$66.3K +270 +13%
CCM
528
Coldstream Capital Management
Washington
$591K +$81.8K +333 +17%
ITC
529
Inspire Trust Company
Nevada
$589K +$559K +2,275 New
WI
530
WrapManager Inc
California
$580K -$47.2K -192 -8%
Fuller & Thaler Asset Management
531
Fuller & Thaler Asset Management
California
$569K +$153K +622 +39%
AA
532
Auxano Advisors
Washington
$568K +$4.91K +20 +0.9%
TCOV
533
Trust Company of Vermont
Vermont
$568K -$18.2K -74 -3%
KIG
534
Kennedy Investment Group
New Jersey
$564K
S
535
SignatureFD
Georgia
$561K -$9.09K -37 -2%
NA
536
Navellier & Associates
Nevada
$560K
GT
537
Greenleaf Trust
Michigan
$558K +$89.7K +365 +20%
EWM
538
Evercore Wealth Management
New York
$556K -$2.46K -10 -0.5%
Fayez Sarofim & Co
539
Fayez Sarofim & Co
Texas
$554K
BC
540
Burney Company
Virginia
$554K -$63.9K -260 -11%
AC
541
Avestar Capital
New York
$553K +$25.8K +105 +5%
IDBONY
542
Israel Discount Bank of New York
New York
$550K -$20.6K -84 -4%
WIM
543
Westside Investment Management
California
$544K
MWM
544
Moran Wealth Management
Florida
$544K +$516K +2,102 New
DADC
545
D.A. Davidson & Co
Montana
$540K -$182K -740 -26%
BAM
546
Berkshire Asset Management
Pennsylvania
$537K -$8.11K -33 -2%
KCM
547
Kornitzer Capital Management
Kansas
$537K +$154K +625 +43%
RC
548
Rovin Capital
Arizona
$534K +$118K +480 +30%
JIC
549
Johnson Investment Counsel
Ohio
$532K +$35.4K +144 +8%
JWM
550
Jupiter Wealth Management
Colorado
$530K -$98.2K -400 -16%