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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
651
Evercore Wealth Management
New York
$467K – – –
SFP
652
Santa Fe Partners
New Mexico
$464K -$2.91M -19,175 -87%
HCM
653
Harvest Capital Management
New Hampshire
$463K – – –
KIG
654
Kovitz Investment Group
Illinois
$462K – – –
MCC
655
Mid Continent Capital
Illinois
$460K +$433K +2,850 New
BTS
656
BB&T Securities
Virginia
$457K -$124K -819 -22%
KFS
657
KMS Financial Services
Washington
$455K -$103K -681 -19%
CYG
658
Clean Yield Group
Vermont
$446K – – –
CAM
659
CG Asset Management
New York
$446K +$420K +2,763 New
ACP
660
Ashfield Capital Partners
California
$444K – – –
RGC
661
Roberts, Glore & Co
Illinois
$444K – – –
PFBT
662
Parkside Financial Bank & Trust
Missouri
$432K +$2.73K +18 +0.7%
PI
663
PineBridge Investments
New York
$430K +$373K +2,459 +1,171%
BSW
664
Buckingham Strategic Wealth
Missouri
$421K – – –
JWBC
665
J.W. Burns & Co
New York
$414K – – –
WF
666
Welch & Forbes
Massachusetts
$413K +$91.1K +600 +31%
EHWM
667
Eads & Heald Wealth Management
Georgia
$407K -$17.5K -115 -4%
CCA
668
Checchi Capital Advisers
California
$405K +$53K +349 +16%
HCM
669
Harvey Capital Management
Florida
$403K – – –
TNBTD
670
Trustmark National Bank Trust Department
Mississippi
$403K – – –
SHA
671
Smith Hayes Advisers
Nebraska
$400K -$1.52K -10 -0.4%
KT
672
Kanaly Trust
Texas
$397K -$7.44K -49 -2%
B
673
Baird
Wisconsin
$394K -$26.6K -175 -7%
BO
674
Bank OZK
Arkansas
$386K -$3.8K -25 -1%
RCM
675
RNC Capital Management
California
$386K +$34.2K +225 +10%
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