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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
751
CrestPoint Capital Management
Missouri
$652K -$18.4K -100 -3%
MPI
752
Mairs & Power Inc
Minnesota
$650K – – –
JWBC
753
J.W. Burns & Co
New York
$648K +$131K +716 +26%
WIM
754
Westside Investment Management
California
$645K +$626K +3,411 New
TCM
755
TD Capital Management
Tennessee
$639K +$367 +2 +0.1%
SCM
756
Salem Capital Management
Massachusetts
$633K – – –
BPC
757
Banque Pictet & Cie
Switzerland
$623K -$36.7K -200 -6%
LWM
758
Lyell Wealth Management
California
$619K +$609K +3,317 New
SB
759
Simmons Bank
Arkansas
$618K +$8.44K +46 +1%
GP
760
Girard Partners
Pennsylvania
$615K -$12.1K -66 -2%
SNT
761
Security National Trust
West Virginia
$615K -$7.34K -40 -1%
PP
762
Paloma Partners
Connecticut
$614K -$766K -4,175 -56%
BTNA
763
Bremer Trust National Association
Minnesota
$610K +$231K +1,260 +63%
II
764
IFM Investors
Australia
$607K +$599K +3,262 New
TF
765
Tompkins Financial
New York
$606K +$67K +365 +13%
SSB
766
Sandy Spring Bank
Maryland
$601K -$918 -5 -0.2%
LPIC
767
LeJeune Puetz Investment Counsel
Michigan
$601K +$593K +3,230 New
PCMM
768
Private Capital Management (Minnesota)
Minnesota
$596K -$101K -550 -15%
EWM
769
Evercore Wealth Management
New York
$590K +$43.7K +238 +8%
WIC
770
Woodmont Investment Counsel
Tennessee
$581K +$202K +1,100 +54%
GIM
771
Groesbeck Investment Management
New Jersey
$577K -$25K -136 -4%
BSW
772
Buckingham Strategic Wealth
Missouri
$565K -$37.8K -206 -6%
DPIM
773
Duff & Phelps Investment Management
Illinois
$565K -$27.5K -150 -5%
WI
774
Wedgewood Investors
Pennsylvania
$565K -$1.83K -10 -0.3%
SPC
775
Sigma Planning Corp
Michigan
$564K -$128K -699 -19%