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Name Holding Trade Value Shares
Change
Change in
Stake
AMG
601
Asset Management Group
Connecticut
$597K -$34.7K -1,093 -6%
ZIM
602
Zacks Investment Management
Illinois
$596K -$2.06K -65 -0.4%
EOJOAM
603
E. Ohman J:or Asset Management
Sweden
$595K -$625K -19,700 -54%
AIMCA
604
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$595K -$44.5K -1,401 -8%
MBT
605
Montecito Bank & Trust
California
$595K +$130K +4,099 +32%
BIAS
606
Beacon Investment Advisory Services
New Jersey
$593K – – –
FNBTCON
607
First National Bank & Trust Co of Newtown
Pennsylvania
$582K -$63.5K -2,000 -11%
BFS
608
Bradley Foster & Sargent
Connecticut
$581K – – –
OTL
609
Oak Thistle LLC
New York
$578K +$524K +16,503 New
DMBA
610
Deseret Mutual Benefit Administrators
Utah
$576K +$29.4K +927 +6%
SI
611
Stephens Inc
Arkansas
$576K +$290K +9,140 +125%
JFGIW
612
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$567K +$64.3K +2,027 +14%
EP
613
Edgestream Partners
New Jersey
$563K +$510K +16,080 New
CFB
614
Cullen/Frost Bankers
Texas
$559K -$37K -1,165 -7%
NW
615
NewEdge Wealth
Pennsylvania
$557K +$232K +7,311 +85%
MGIA
616
Moneta Group Investment Advisors
Missouri
$556K +$30.7K +968 +6%
CCM
617
Coldstream Capital Management
Washington
$551K -$1.69M -53,408 -77%
PCIA
618
Prime Capital Investment Advisors
Kansas
$544K -$88.3K -2,784 -15%
KCM
619
Kathmere Capital Management
Pennsylvania
$542K +$67K +2,113 +16%
CFGS
620
Concourse Financial Group Securities
Alabama
$542K -$5.93K -187 -1%
PCMM
621
Piedmont Capital Management (Montana)
Montana
$540K – – –
TIAA Trust, National Association
622
TIAA Trust, National Association
North Carolina
$536K -$24.5K -773 -5%
SMH
623
Sanders Morris Harris
Texas
$525K – – –
BBHC
624
Brown Brothers Harriman & Co
New York
$525K +$227K +7,167 +92%
MAS
625
Meeder Advisory Services
Ohio
$524K +$117K +3,679 +33%