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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
526
Weatherly Asset Management
California
$722K -$5.4K -50 -0.8%
OMCS
527
Old Mutual Customised Solutions
South Africa
$719K +$43.2K +400 +7%
BC
528
Burney Company
Virginia
$715K -$5.07K -47 -0.7%
TCM
529
Telos Capital Management
California
$707K -$15K -139 -2%
BSWMG
530
Barrington Strategic Wealth Management Group
Illinois
$704K +$13.5K +125 +2%
HCA
531
Harbour Capital Advisors
Virginia
$701K – – –
HFS
532
HL Financial Services
Kentucky
$698K +$367K +3,398 +125%
CC
533
Courier Capital
New York
$694K -$115K -1,069 -15%
WTIM
534
Wilmington Trust Investment Management
Delaware
$692K – – –
NJBEST
535
New Jersey Better Educational Savings Trust
New Jersey
$685K -$540K -5,000 -45%
SACTSONJ
536
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$685K – – –
DPIM
537
Duff & Phelps Investment Management
Illinois
$683K +$20.5K +190 +3%
EWM
538
Evercore Wealth Management
New York
$667K -$17.8K -165 -3%
HA
539
Halsey Associates
Connecticut
$656K -$54K -500 -8%
Carson Wealth (CWM LLC)
540
Carson Wealth (CWM LLC)
Nebraska
$656K +$621K +5,752 New
ACI
541
Advance Capital I
Michigan
$652K -$766K -7,100 -55%
BIM
542
Baldwin Investment Management
Pennsylvania
$652K – – –
I
543
IberiaBank
Louisiana
$648K – – –
AP
544
Advisor Partners
California
$628K +$19K +176 +3%
GCP
545
GSA Capital Partners
United Kingdom
$622K +$589K +5,453 New
WC
546
Woodstock Corp
Massachusetts
$620K +$48.6K +450 +9%
Kayne Anderson Rudnick Investment Management
547
Kayne Anderson Rudnick Investment Management
California
$616K – – –
QBFM
548
QS Batterymarch Financial Management
New York
$615K +$1.08K +10 +0.2%
GIP
549
Granite Investment Partners
California
$614K -$21.6K -200 -4%
CC
550
ClearArc Capital
Ohio
$603K -$41.7K -386 -7%