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Name Holding Trade Value Shares
Change
Change in
Stake
VPP
426
Vertex Planning Partners
Illinois
$737K -$677 -20 -0.1%
SCA
427
Snowden Capital Advisors
New York
$735K -$41K -1,213 -5%
ZB
428
Zions Bancorporation
Utah
$733K -$3.11K -92 -0.4%
QCG
429
Quadrant Capital Group
Ohio
$722K -$1.59K -47 -0.2%
RPC
430
Rossmore Private Capital
Connecticut
$721K
IF
431
Intrua Financial
Texas
$720K -$191K -5,652 -20%
OPCM
432
Osborne Partners Capital Management
California
$718K
CAM
433
Cozad Asset Management
Illinois
$714K -$84.2K -2,489 -10%
ACM
434
Argyle Capital Management
Pennsylvania
$703K
BCM
435
Birmingham Capital Management
Alabama
$696K +$154K +4,558 +26%
LGA
436
Lebenthal Global Advisors
New York
$695K +$129K +3,802 +21%
JGUA
437
John G. Ullman & Associates
New York
$691K -$6.77K -200 -0.9%
Connor, Clark & Lunn Investment Management (CC&L)
438
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$687K +$741K +21,893 New
LBWM
439
Left Brain Wealth Management
Illinois
$683K
OIA
440
OneDigital Investment Advisors
Kansas
$683K -$136K -4,009 -16%
TIAA Trust, National Association
441
TIAA Trust, National Association
North Carolina
$682K -$65.5K -1,935 -8%
MFIM
442
Mesirow Financial Investment Management
Illinois
$681K -$5.39M -159,423 -88%
HA
443
Herold Advisors
New York
$681K +$82.4K +2,435 +13%
ACA
444
Aptus Capital Advisors
Alabama
$679K +$53.4K +1,579 +8%
WIM
445
Wittenberg Investment Management
Massachusetts
$678K
KWMG
446
King Wealth Management Group
Florida
$678K +$731K +21,600 New
SIG
447
Stonegate Investment Group
Alabama
$677K +$194K +5,735 +36%
MFG
448
Merit Financial Group
Georgia
$677K +$53.8K +1,590 +8%
SC
449
Sapient Capital
Indiana
$673K -$67.7K -2,000 -9%
HIS
450
Horizon Investment Services
Indiana
$672K