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Name Holding Trade Value Shares
Change
Change in
Stake
AMIM
526
Aull & Monroe Investment Management
Alabama
$620K
First Manhattan
527
First Manhattan
New York
$619K -$238K -4,626 -27%
CL
528
CPWM LLC
Washington
$616K -$33.8K -655 -5%
EWA
529
EP Wealth Advisors
California
$615K -$60.6K -1,176 -9%
MGWM
530
Marks Group Wealth Management
Minnesota
$612K +$79.9K +1,550 +14%
WIM
531
Waverton Investment Management
United Kingdom
$609K
EOCM
532
Energy Opportunities Capital Management
Texas
$607K -$54.9K -1,065 -8%
WIC
533
Woodmont Investment Counsel
Tennessee
$606K +$18K +350 +3%
EAM
534
Eagle Asset Management
Florida
$605K -$2.73K -53 -0.4%
TG
535
TCW Group
California
$604K
FBFS
536
First Business Financial Services
Wisconsin
$604K +$60.4K +1,173 +11%
WFA
537
Wipfli Financial Advisors
Wisconsin
$604K +$625K +12,128 New
TCOV
538
Trust Company of Vermont
Vermont
$603K -$52K -1,010 -8%
PM
539
Penbrook Management
New York
$602K
VVP
540
Venture Visionary Partners
Ohio
$602K +$25.8K +500 +4%
FDCDDQ
541
Federation des caisses Desjardins du Quebec
Quebec, Canada
$600K -$11K -214 -2%
TI
542
Telemetry Investments
New York
$597K
DI
543
Diligent Investors
California
$596K -$111K -2,150 -15%
BL
544
Balentine LLC
Georgia
$592K +$266K +5,168 +77%
OA
545
Oxbow Advisors
Texas
$590K -$36.8K -715 -6%
SCM
546
Schnieders Capital Management
California
$589K
Financial Engines Advisors
547
Financial Engines Advisors
California
$588K -$103 -2 -0%
HW
548
Hancock Whitney
Mississippi
$587K +$266K +5,166 +78%
SBH
549
Segall Bryant & Hamill
Illinois
$579K +$35.5K +688 +6%
SWM
550
Sendero Wealth Management
Texas
$579K +$599K +11,627 New