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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
626
Evercore Wealth Management
New York
$719K -$606K -9,054 -47%
AT
627
Arden Trust
Delaware
$717K -$187K -2,801 -22%
CTA
628
Chesley Taft & Associates
Illinois
$716K +$357K +5,340 +111%
BAS
629
Brown Advisory Securities
Maryland
$715K +$679K +10,148 New
AIP
630
Ameritas Investment Partners
Nebraska
$710K +$674K +10,075 New
Creative Planning
631
Creative Planning
Kansas
$706K -$85.5K -1,278 -11%
QCMC
632
Quantum Capital Management (California)
California
$701K -$25K -373 -4%
PFS
633
Penseco Financial Services
Pennsylvania
$691K +$69.7K +1,042 +12%
HFS
634
HL Financial Services
Kentucky
$686K +$64.9K +970 +11%
PMG
635
ProVise Management Group
Florida
$681K
SAM
636
Sentinel Asset Management
Vermont
$676K -$7.43K -111 -1%
SACTSONJ
637
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$676K
CCC
638
Chelsea Counsel Company
California
$674K +$340K +5,085 +113%
MMCM
639
Marque Millennium Capital Management
New York
$672K
DPIM
640
Duff & Phelps Investment Management
Illinois
$669K +$8.16K +122 +1%
FAAS
641
First Allied Advisory Services
California
$651K -$95.4K -1,425 -13%
CC
642
ClearArc Capital
Ohio
$632K -$8.3K -124 -1%
Carson Wealth (CWM LLC)
643
Carson Wealth (CWM LLC)
Nebraska
$632K +$600K +8,966 New
WFM
644
Wilmington Funds Management
Delaware
$629K -$2.17M -32,497 -78%
OA
645
Outfitter Advisors
Virginia
$625K
WT
646
Whittier Trust
California
$621K
CBN
647
Cadence Bank NA
Texas
$618K -$23K -343 -4%
WTIM
648
Wilmington Trust Investment Management
Delaware
$618K
OMCS
649
Old Mutual Customised Solutions
South Africa
$617K
QBFM
650
QS Batterymarch Financial Management
New York
$599K -$18.1K -270 -3%