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Name Holding Trade Value Shares
Change
Change in
Stake
KCAM
801
Kagan Cocozza Asset Management
New Jersey
$699K +$700K +9,141 New
GA
802
Geller Advisors
New York
$697K +$13.4K +175 +2%
ECM
803
Evergreen Capital Management
Washington
$694K -$4.25M -55,507 -86%
WB
804
WesBanco Bank
West Virginia
$693K -$127K -1,665 -16%
TF
805
Tompkins Financial
New York
$692K -$15.3K -200 -2%
WPC
806
Waters Parkerson & Co
Louisiana
$689K
ECM
807
Everence Capital Management
Indiana
$687K -$119K -1,560 -15%
WT
808
Whittier Trust
California
$686K -$93.2K -1,217 -12%
NPT
809
Nixon Peabody Trust
Massachusetts
$683K -$6.28K -82 -0.9%
WBCM
810
Wilson & Boucher Capital Management
California
$676K -$23K -300 -3%
CIC
811
Cornercap Investment Counsel
Georgia
$676K -$30.5K -399 -4%
SF
812
Summit Financial
New Jersey
$672K +$420K +5,492 +167%
TCM
813
Telos Capital Management
California
$669K -$5.07M -66,225 -88%
JPWM
814
Jamison Private Wealth Management
Georgia
$669K +$612 +8 +0.1%
VA
815
Vident Advisory
Georgia
$665K -$3.25M -42,408 -83%
MIM
816
Marco Investment Management
Georgia
$665K
DWM
817
Diversify Wealth Management
Utah
$664K +$46.8K +611 +7%
BTC
818
Bank & Trust Company
Illinois
$662K -$21.4K -280 -3%
MA
819
Montag & Associates
Georgia
$657K
AFCM
820
Applied Finance Capital Management
Puerto Rico
$656K +$657K +8,583 New
FNBT
821
FineMark National Bank & Trust
Florida
$656K +$11.4K +149 +2%
BRWA
822
B. Riley Wealth Advisors
Florida
$656K -$102K -1,337 -13%
CPIG
823
Chicago Partners Investment Group
Illinois
$655K +$9.34K +122 +1%
LG
824
LaFleur & Godfrey
Michigan
$654K -$21.1K -275 -3%
MFIM
825
Mesirow Financial Investment Management
Illinois
$651K -$25.8K -337 -4%