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Name Holding Trade Value Shares
Change
Change in
Stake
HPC
801
HM Payson & Co
Maine
$954K -$183K -913 -19%
LWPC
802
Legacy Wealth Partners (California)
California
$949K +$755K +3,775 New
CI
803
Conning Inc
Connecticut
$931K +$14K +70 +2%
JCM
804
Jacobi Capital Management
Pennsylvania
$930K +$74.2K +371 +11%
PAM
805
Palisade Asset Management
Minnesota
$928K -$20K -100 -3%
IP
806
Intellectus Partners
California
$927K -$95.4K -477 -11%
KA
807
KLCM Advisors
Wisconsin
$919K -$60K -300 -8%
BHIA
808
Birch Hill Investment Advisors
Massachusetts
$917K – – –
OAM
809
Occidental Asset Management
California
$915K +$728K +3,638 New
CAM
810
Costello Asset Management
Pennsylvania
$909K +$262K +1,310 +57%
LOAMS
811
Lombard Odier Asset Management (Switzerland)
Switzerland
$905K +$720K +3,598 New
PFPT
812
Pinnacle Financial Partners (Tennessee)
Tennessee
$899K +$224K +1,122 +46%
GTCM
813
Gyon Technologies Capital Management
New Jersey
$899K +$715K +3,575 New
OIA
814
Optimum Investment Advisors
Illinois
$895K -$12K -60 -2%
BIM
815
Baldwin Investment Management
Pennsylvania
$890K +$65K +325 +10%
RHP
816
Royal Harbor Partners
Texas
$886K -$447K -2,233 -39%
VFM
817
Viking Fund Management
North Dakota
$880K – – –
GP
818
Girard Partners
Pennsylvania
$879K -$53K -265 -7%
IA
819
IFP Advisors
Florida
$876K +$113K +564 +19%
SNT
820
Security National Trust
West Virginia
$875K -$16K -80 -2%
SMH
821
Sanders Morris Harris
Texas
$875K +$220K +1,100 +52%
WCM
822
Weik Capital Management
Pennsylvania
$866K -$24K -120 -3%
FMT
823
First Mercantile Trust
Tennessee
$860K -$568K -2,840 -47%
TCM
824
Teza Capital Management
Illinois
$860K +$684K +3,419 New
TU
825
TDAM USA
Ontario, Canada
$846K -$3K -15 -0.4%