Name Holding Trade Value Shares
Change
Change in
Stake
WPW
826
Waldron Private Wealth
Pennsylvania
$609K +$417K +1,372 +195%
EWM
827
Evercore Wealth Management
New York
$604K – – –
PCM
828
Pointe Capital Management
Michigan
$604K – – –
BL
829
Balentine LLC
Georgia
$604K +$98.5K +324 +19%
FA
830
FMA Advisory
Pennsylvania
$603K +$123K +405 +25%
JSC
831
Jackson Square Capital
California
$601K +$171K +564 +38%
PA
832
Procyon Advisors
Connecticut
$598K +$620K +2,039 New
ORI
833
Oak Ridge Investments
Illinois
$594K – – –
HCM
834
Howland Capital Management
Massachusetts
$592K – – –
ZB
835
Zions Bancorporation
Utah
$591K -$11.9K -39 -2%
WSTAM
836
Wilbanks Smith & Thomas Asset Management
Virginia
$591K +$1.22K +4 +0.2%
USGIU
837
U.S. Global Investors (USGI)
Texas
$587K – – –
HCM
838
Harvey Capital Management
Florida
$586K -$304K -1,000 -33%
CGL
839
Clarius Group LLC
Washington
$578K +$96.7K +318 +19%
WB
840
Webster Bank
Connecticut
$570K – – –
BFEC
841
Benjamin F. Edwards & Company
Missouri
$568K -$9.12K -30 -2%
WP
842
WealthSource Partners
California
$568K +$119K +392 +25%
TCM
843
Tributary Capital Management
Nebraska
$565K -$152K -500 -21%
GI
844
Gradient Investments
Minnesota
$565K -$37.7K -124 -6%
LC
845
LCNB Corp
Ohio
$565K – – –
BP
846
Ballentine Partners
Massachusetts
$563K -$33.7K -111 -5%
TIA
847
Trust Investment Advisors
Indiana
$562K +$17.3K +57 +3%
Fisher Asset Management
848
Fisher Asset Management
Washington
$562K +$288K +946 +98%
PA
849
PFG Advisors
Arizona
$551K -$16.4K -54 -3%
HIC
850
Holderness Investments Company
North Carolina
$551K – – –