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Name Holding Trade Value Shares
Change
Change in
Stake
NEI
876
Northwest & Ethical Investments
Ontario, Canada
$692K -$33.2K -768 -5%
ZIG
877
Zuckerman Investment Group
Illinois
$687K -$37K -856 -5%
IFWM
878
Institute for Wealth Management
Colorado
$686K +$681K +15,752 New
EFS
879
Essex Financial Services
Connecticut
$684K -$158K -3,653 -19%
FPS
880
Fieldpoint Private Securities
Connecticut
$683K +$113K +2,614 +20%
EML
881
Eos Management LP
New York
$678K
SFG
882
Summit Financial Group
West Virginia
$677K -$26.6K -616 -4%
ST
883
Smithfield Trust
Pennsylvania
$667K -$15.9K -369 -2%
TAM
884
Taurus Asset Management
New York
$666K -$56.8K -1,314 -8%
SNBOSCI
885
Security National Bank of Sioux City Iowa
Iowa
$665K +$659K +15,250 New
WA
886
WealthTrust Axiom
Pennsylvania
$664K -$4.97K -115 -0.7%
PI
887
Pettee Investors
Connecticut
$661K -$29.5K -683 -4%
HIM
888
Harbour Investment Management
Washington
$661K +$66.3K +1,535 +11%
JDR
889
Jay D. Rosenbaum
$661K +$216K +5,005 +49%
CIA
890
CCM Investment Advisers
South Carolina
$657K -$2.66M -61,466 -80%
HCA
891
Horan Capital Advisors
Ohio
$657K -$56.4K -1,305 -8%
CIC
892
Crawford Investment Counsel
Georgia
$657K -$4.5K -104 -0.7%
HIC
893
Holderness Investments Company
North Carolina
$657K +$5.06K +117 +0.8%
NIM
894
Needham Investment Management
New York
$654K
PFSC
895
Peoples Financial Services Corp
Pennsylvania
$653K +$36.7K +850 +6%
VIA
896
Vident Investment Advisory
Georgia
$649K -$365K -8,451 -36%
PWP
897
Private Wealth Partners
California
$643K
AWE
898
Avidian Wealth Enterprises
Texas
$642K -$25.5K -590 -4%
KMWM
899
Keudell/Morrison Wealth Management
Oregon
$641K +$636K +14,713 New
LOAME
900
Lombard Odier Asset Management (Europe)
United Kingdom
$639K