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Name Holding Trade Value Shares
Change
Change in
Stake
CB
326
Cadence Bank
Mississippi
$230K – – –
LCP
327
Legacy Capital Partners
Wisconsin
$228K +$36.8K +920 +16%
SS
328
Simplicity Solutions
Minnesota
$226K +$266K +6,646 New
MAA
329
Mraz Amerine & Associates
California
$222K -$16K -400 -6%
ATC
330
Argent Trust Co
Tennessee
$212K -$6.8K -170 -3%
CM
331
CoreCommodity Management
Connecticut
$208K +$53.6K +1,340 +28%
QSS
332
Quantitative Systematic Strategies
Florida
$207K +$244K +6,093 New
JAM
333
Jolley Asset Management
North Carolina
$205K +$5.2K +130 +2%
MHIC
334
Marble Harbor Investment Counsel
Massachusetts
$203K +$38K +950 +19%
VWM
335
Venturi Wealth Management
Texas
$200K +$7.25K +181 +3%
NSIM
336
North Star Investment Management
Illinois
$195K -$25.4K -635 -10%
FNBOSM
337
First National Bank of South Miami
Florida
$195K -$2.52K -63 -1%
APA
338
American Portfolios Advisors
New York
$190K +$21.6K +540 +11%
HDIM
339
Hanson & Doremus Investment Management
Vermont
$180K -$150K -3,754 -41%
SMFS
340
Squar Milner Financial Services
California
$179K +$85.6K +2,139 +68%
BBHC
341
Brown Brothers Harriman & Co
New York
$162K +$8.97K +224 +5%
CAPTRUST Financial Advisors
342
CAPTRUST Financial Advisors
North Carolina
$159K -$10.1K -253 -5%
S
343
SignatureFD
Georgia
$154K +$40.6K +1,015 +29%
GWM
344
Geneos Wealth Management
Colorado
$122K +$40 +1 +0%
AT
345
Arden Trust
Delaware
$118K +$139K +3,474 New
RE
346
RBC Europe
United Kingdom
$93.3K – – –
SPIA
347
Steward Partners Investment Advisory
New York
$89K +$400 +10 +0.4%
TI
348
tru Independence
Oregon
$88K – – –
HNB
349
Huntington National Bank
Ohio
$87K -$1.6K -40 -2%
CFA
350
Carroll Financial Associates
North Carolina
$75K -$11.6K -291 -12%