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Name Holding Trade Value Shares
Change
Change in
Stake
CC
1201
Cedar Capital
Illinois
$748K +$425K +4,027 +159%
CCM
1202
Coldstream Capital Management
Washington
$740K +$65.4K +620 +11%
MCWS
1203
McKinley Carter Wealth Services
West Virginia
$739K -$3.17K -30 -0.5%
MIC
1204
MU Investments Company
Japan
$738K +$10.6K +100 +2%
FPA
1205
Fieldpoint Private Advisors
New York
$737K +$661K +6,265 New
OTPPB
1206
Ontario Teachers' Pension Plan Board
Ontario, Canada
$729K -$562K -5,329 -45%
DAS
1207
Dynamic Advisor Solutions
Arizona
$724K -$50.2K -476 -7%
LW
1208
Linscomb Wealth
Texas
$724K -$11.2K -106 -2%
MC
1209
Mathes Company
New York
$722K – – –
MUS
1210
Mitsubishi UFJ Securities
Japan
$720K +$222K +2,100 +50%
RCA
1211
Rowland Carmichael Advisors
Arizona
$717K +$663K +6,287 New
RAM
1212
RWC Asset Management
United Kingdom
$711K -$2.12M -20,104 -76%
JFGIW
1213
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$710K +$290K +2,745 +79%
QC
1214
QCM Cayman
Texas
$705K -$476K -4,507 -42%
WCM
1215
Wildcat Capital Management
New York
$703K – – –
LNC
1216
Lincoln National Corp
Pennsylvania
$696K +$237K +2,250 +58%
Koshinski Asset Management
1217
Koshinski Asset Management
Illinois
$689K -$24.9K -236 -4%
SMH
1218
Sanders Morris Harris
Texas
$689K +$637K +6,041 New
TI
1219
Trexquant Investment
Connecticut
$685K +$633K +6,000 New
ADL
1220
Asset Dedication LLC
California
$683K -$119K -1,124 -16%
PJSIMP
1221
P.J. Schmidt Investment Management (PJS)
Wisconsin
$683K -$15.3K -145 -2%
BG
1222
Bahl & Gaynor
Ohio
$682K +$51.3K +486 +9%
PIM
1223
Partner Investment Management
California
$676K -$300K -2,845 -32%
BI
1224
Boulegeris Investments
Georgia
$671K +$48K +455 +8%
OWD
1225
Osborn Williams & Donohoe
Ohio
$670K -$5.28K -50 -0.8%