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Name Holding Trade Value Shares
Change
Change in
Stake
EP
801
Edgestream Partners
New Jersey
$845K +$439K +8,578 +122%
WA
802
WealthTrust-Arizona
Arizona
$842K -$62.1K -1,212 -7%
EWM
803
Empirical Wealth Management
Washington
$837K +$794K +15,496 New
Jones Financial Companies
804
Jones Financial Companies
Missouri
$836K -$10K -196 -1%
TCM
805
Tributary Capital Management
Nebraska
$821K +$82K +1,600 +12%
AI
806
Atria Investments
North Carolina
$820K +$106K +2,074 +16%
ATC
807
Argent Trust Co
Tennessee
$814K +$2.56K +50 +0.3%
CCS
808
Crosspoint Capital Strategies
California
$812K -$4.82K -94 -0.6%
Squarepoint
809
Squarepoint
New York
$808K +$767K +14,964 New
ACM
810
Apex Capital Management
Ohio
$803K
ZAM
811
Zevin Asset Management
Massachusetts
$799K
BFEC
812
Benjamin F. Edwards & Company
Missouri
$795K +$94K +1,834 +14%
PIM
813
Progressive Investment Management
Oregon
$790K -$130K -2,528 -15%
SFT
814
Simmons First Trust
Arkansas
$786K -$8.3K -162 -1%
PWM
815
Perigon Wealth Management
California
$776K -$58.1K -1,134 -7%
CIA
816
Capital Impact Advisors
Massachusetts
$774K
MSS
817
Mitchell Sinkler & Starr
Pennsylvania
$773K +$12.7K +248 +2%
GF
818
Gerstein Fisher
New York
$764K +$70.6K +1,378 +11%
Victory Capital Management
819
Victory Capital Management
Texas
$761K +$715K +13,958 New
CBT
820
Central Bank & Trust
Kentucky
$743K +$360K +7,022 +104%
MC
821
Maverick Capital
Texas
$738K -$48.2K -940 -6%
EB
822
Eastern Bank
Massachusetts
$729K -$10.2K -200 -1%
NAM
823
Nichols Asset Management
Massachusetts
$727K -$51.2K -1,000 -7%
CI
824
Capital International
California
$724K
DAM
825
Doheny Asset Management
California
$724K +$122K +2,376 +22%