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Name Holding Trade Value Shares
Change
Change in
Stake
WDA
501
Wendell David Associates
New Hampshire
$841K +$27.8K +200 +4%
UR
502
USCA RIA
Texas
$839K -$623K -4,485 -44%
PIM
503
Penobscot Investment Management
Massachusetts
$828K -$113K -810 -13%
WPP
504
Whalerock Point Partners
Rhode Island
$828K +$55.6K +400 +8%
SFP
505
Santa Fe Partners
New Mexico
$823K +$768K +5,525 New
III
506
Independent Investors Inc
New York
$819K – – –
AWP
507
Ascent Wealth Partners
New York
$819K +$36.1K +260 +5%
IB
508
Intrust Bank
Kansas
$818K -$6.25K -45 -0.8%
CC
509
ClearArc Capital
Ohio
$805K +$39.5K +284 +6%
MFIMFI
510
Mesirow Financial Investment Management - Fixed Income
Illinois
$791K +$737K +5,306 New
AHC
511
Anderson Hoagland & Co
Missouri
$782K – – –
IH
512
IFC Holdings
Florida
$777K +$40K +288 +6%
GSBTD
513
Glenview State Bank Trust Department
Illinois
$765K +$27.8K +200 +4%
NIP
514
Nicholas Investment Partners
California
$764K -$55.9K -402 -7%
ICOA
515
Investment Centers of America
North Dakota
$762K +$490K +3,523 +163%
PA
516
Profund Advisors
Maryland
$757K -$259K -1,866 -27%
CL
517
CFS LLC
Oklahoma
$749K – – –
BTNA
518
Bremer Trust National Association
Minnesota
$725K -$91.9K -661 -12%
SACTSONJ
519
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$716K – – –
NDSI
520
Newman Dignan & Sheerar Inc
Rhode Island
$714K – – –
AB
521
Amalgamated Bank
New York
$711K -$13.2K -95 -2%
EWM
522
Evercore Wealth Management
New York
$711K +$25.2K +181 +4%
FFC
523
First Financial Corp
Indiana
$703K -$20.7K -149 -3%
ANRIA
524
American National Registered Investment Advisor
Texas
$701K – – –
H
525
Hexavest
Quebec, Canada
$700K -$26.4M -190,070 -98%