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Name Holding Trade Value Shares
Change
Change in
Stake
MCC
626
Mid Continent Capital
Illinois
$383K -$27.4K -250 -7%
FHA
627
First Horizon Advisors
Tennessee
$371K -$18.4K -168 -5%
EP
628
Edgestream Partners
New Jersey
$367K +$351K +3,205 New
PPCM
629
Pillar Pacific Capital Management
California
$366K -$3.07K -28 -0.9%
SCA
630
Salient Capital Advisors
Texas
$364K
WOC
631
West Oak Capital
California
$361K
NIA
632
Northstar Investment Advisors
Colorado
$360K -$27.4K -250 -7%
CB
633
Chemical Bank
Michigan
$360K +$2.74K +25 +0.8%
CWA
634
Constellation Wealth Advisors
New York
$355K
SI
635
SII Investments
Wisconsin
$352K +$337K +3,075 New
Creative Planning
636
Creative Planning
Kansas
$351K -$85.9K -784 -20%
HPBT
637
High Point Bank & Trust
North Carolina
$349K
AGM
638
Alpine Global Management
New York
$345K -$331K -3,021 -50%
JFGIW
639
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$341K +$21.9K +200 +7%
FFA
640
First Foundation Advisors
California
$339K
NRS
641
Neville Rodie & Shaw
New York
$338K -$52K -475 -14%
WEC
642
Winslow Evans & Crocker
Massachusetts
$335K -$90.3K -824 -22%
FBFS
643
First Business Financial Services
Wisconsin
$333K +$319K +2,913 New
RBC
644
Ronald Blue & Co
Georgia
$328K +$43.9K +401 +16%
AI
645
Atria Investments
North Carolina
$320K -$20.8K -190 -6%
AAM
646
Aureus Asset Management
Massachusetts
$318K +$305K +2,781 New
PI
647
PineBridge Investments
New York
$315K +$302K +2,752 New
GJIC
648
Gamble Jones Investment Counsel
California
$309K +$25.2K +230 +9%
WB
649
WesBanco Bank
West Virginia
$296K -$11K -100 -4%
ZIC
650
ZWJ Investment Counsel
Georgia
$296K