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Name Holding Trade Value Shares
Change
Change in
Stake
CC
801
Courier Capital
New York
$352K -$91.2K -1,507 -20%
CIC
802
Crawford Investment Counsel
Georgia
$350K +$12.1K +200 +4%
Cerity Partners
803
Cerity Partners
New York
$347K -$59.6K -984 -15%
KP
804
Keel Point
Alabama
$347K
MA
805
Montag & Associates
Georgia
$346K -$33.7K -557 -9%
LSAG
806
Lake Street Advisors Group
New Hampshire
$345K +$1.57K +26 +0.5%
FFBTD
807
First Financial Bank - Trust Division
Ohio
$343K -$44.9K -742 -11%
FFA
808
First Foundation Advisors
California
$342K
MHIC
809
Marble Harbor Investment Counsel
Massachusetts
$341K
S
810
SimplyRich
California
$339K
BFG
811
Beacon Financial Group
Texas
$338K -$2.36K -39 -0.7%
GXMC
812
Global X Management Company
New York
$335K -$18.8K -311 -5%
LOAME
813
Lombard Odier Asset Management (Europe)
United Kingdom
$334K -$44K -726 -12%
ZIM
814
Zacks Investment Management
Illinois
$333K +$337K +5,562 New
MFG
815
Merit Financial Group
Georgia
$330K -$40.1K -662 -11%
SC
816
Savant Capital
Illinois
$329K +$14.9K +246 +5%
MCM
817
Murphy Capital Management
New Jersey
$326K +$72.7K +1,200 +28%
BA
818
Boston Advisors
Massachusetts
$320K
LIM
819
Leavell Investment Management
Alabama
$314K
SAM
820
Selway Asset Management
$312K -$18.2K -300 -5%
TFS
821
TrustCore Financial Services
Tennessee
$312K +$121K +2,000 +63%
BB
822
Busey Bank
Illinois
$311K
BCM
823
BlueCrest Capital Management
Jersey
$310K -$1.12M -18,530 -78%
CAG
824
Csenge Advisory Group
Florida
$309K -$133K -2,192 -30%
IAA
825
Independent Advisor Alliance
North Carolina
$308K -$79.8K -1,318 -20%