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Name Holding Trade Value Shares
Change
Change in
Stake
PMA
601
Prudent Man Advisors
Illinois
$612K -$37K -950 -5%
BA
602
Ballast Advisors
Minnesota
$608K +$312K +8,000 +93%
IDBONY
603
Israel Discount Bank of New York
New York
$606K -$11.7K -300 -2%
EFL
604
ERn Financial LLC
Wisconsin
$606K +$74.1K +1,900 +13%
SCM
605
Stevens Capital Management
Pennsylvania
$605K +$142K +3,650 +28%
AA
606
Ancora Advisors
Ohio
$602K -$15.6K -400 -2%
WIM
607
Wittenberg Investment Management
Massachusetts
$597K +$121K +3,100 +23%
TIAA Trust, National Association
608
TIAA Trust, National Association
North Carolina
$597K +$636K +16,300 New
QCM
609
QRG Capital Management
Illinois
$595K +$634K +16,250 New
IAN
610
Integrated Advisors Network
Texas
$594K -$17.5K -450 -3%
EH
611
Equitable Holdings
New York
$588K +$138K +3,550 +28%
WWM
612
Western Wealth Management
Colorado
$588K +$5.85K +150 +0.9%
TAM
613
Trust Asset Management
Texas
$584K
AIP
614
Ameritas Investment Partners
Nebraska
$583K -$17.5K -450 -3%
MCM
615
MAI Capital Management
Ohio
$579K +$39K +1,000 +7%
MC
616
Merlin Capital
Rhode Island
$577K -$64.3K -1,650 -9%
HWM
617
Hohimer Wealth Management
Washington
$577K +$3.9K +100 +0.6%
BCM
618
Boltwood Capital Management
California
$577K +$21.4K +550 +4%
SPA
619
Sherbrooke Park Advisers
New York
$575K +$612K +15,700 New
MIM
620
Moseley Investment Management
Florida
$573K +$15.6K +400 +3%
MFG
621
MidWestOne Financial Group
Iowa
$570K +$606K +15,550 New
CFA
622
Capstone Financial Advisors
Illinois
$562K +$177K +4,550 +42%
Credit Agricole
623
Credit Agricole
France
$562K +$536K +13,750 +859%
RWB
624
RMR Wealth Builders
New Jersey
$561K
WS
625
Wedbush Securities
California
$557K +$335K +8,600 +130%