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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1676
CWH Capital Management
Washington
$767K -$15.9K -115 -2%
OC
1677
Oakworth Capital
Alabama
$761K -$45.6K -330 -5%
TNBTD
1678
Trustmark National Bank Trust Department
Mississippi
$761K +$3.45K +25 +0.4%
BWM
1679
Brickley Wealth Management
California
$759K
VWM
1680
Venturi Wealth Management
Texas
$759K +$341K +2,471 +72%
HT
1681
Heritage Trust
Oklahoma
$754K -$26.7K -193 -3%
UIM
1682
Underhill Investment Management
California
$753K
NB
1683
Nicolet Bankshares
Wisconsin
$752K -$17.4K -126 -2%
CIAS
1684
Capital Investment Advisory Services
North Carolina
$752K +$22.5K +163 +3%
FIA
1685
Foundations Investment Advisors
Arizona
$750K -$112K -808 -13%
BB
1686
Busey Bank
Illinois
$749K +$232K +1,681 +42%
CWS
1687
Cypress Wealth Services
California
$748K -$31.1K -225 -4%
VC
1688
Vicus Capital
Pennsylvania
$743K -$47.4K -343 -6%
Capstone Investment Advisors
1689
Capstone Investment Advisors
New York
$741K +$759K +5,497 +4,739%
LJAC
1690
L.J. Altfest & Co
New York
$740K
HAIM
1691
Hunter Associates Investment Management
Pennsylvania
$736K +$171K +1,240 +29%
WG
1692
Welch Group
Alabama
$734K +$34.4K +249 +5%
LA
1693
Lau Associates
Delaware
$732K +$766K +5,546 New
1WA
1694
180 Wealth Advisors
Washington
$730K
WIA
1695
World Investment Advisors
California
$730K +$710K +5,141 New
SC
1696
Sawyer & Company
Massachusetts
$728K -$17.3K -125 -2%
NERM
1697
New England Research & Management
Illinois
$727K +$761K +5,512 New
CFMC
1698
Curbstone Financial Management Corp
New Hampshire
$726K
Dodge & Cox
1699
Dodge & Cox
California
$726K
TCM
1700
Teza Capital Management
Illinois
$726K +$760K +5,506 New