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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
351
Evercore Wealth Management
New York
$875K -$88.8K -2,662 -9%
VFS
352
VSR Financial Services
Kansas
$864K +$11.2K +336 +1%
IPC
353
Independent Portfolio Consultants
Florida
$848K +$510K +15,282 +145%
MCM
354
Marathon Capital Management
Maryland
$843K
BlackRock
355
BlackRock
New York
$840K -$3.91M -117,115 -82%
TSW
356
Thompson Siegel & Walmsley
Virginia
$838K +$266K +7,962 +45%
NAM
357
NTV Asset Management
West Virginia
$836K +$124K +3,729 +17%
SSB
358
Sandy Spring Bank
Maryland
$826K -$136K -4,088 -14%
ICM
359
ICC Capital Management
Florida
$822K +$90.7K +2,720 +12%
IAS
360
IMA Advisory Services
Colorado
$820K +$54.8K +1,642 +7%
BAM
361
Barrett Asset Management
New York
$812K +$26.2K +785 +3%
EGA
362
E&G Advisors
Texas
$811K -$362K -10,864 -31%
LIM
363
Leavell Investment Management
Alabama
$811K +$300K +9,000 +58%
RC
364
Roundview Capital
New Jersey
$806K +$13.1K +394 +2%
WB
365
WesBanco Bank
West Virginia
$801K -$14K -421 -2%
CTA
366
Chesley Taft & Associates
Illinois
$789K -$6.37K -191 -0.8%
BB
367
Bell Bank
North Dakota
$786K +$113K +3,401 +17%
CONA
368
Capital One National Association
New York
$784K -$17.2K -515 -2%
CAM
369
Columbia Asset Management
Michigan
$778K +$63.4K +1,901 +9%
KFS
370
KMS Financial Services
Washington
$775K -$43.7K -1,309 -5%
MCM
371
Murphy Capital Management
New Jersey
$773K +$52.1K +1,561 +7%
VAM
372
Visium Asset Management
New York
$771K -$1.78M -53,283 -69%
Jones Financial Companies
373
Jones Financial Companies
Missouri
$754K -$117K -3,514 -13%
GVT
374
Genesee Valley Trust
New York
$752K +$88.6K +2,658 +13%
GA
375
GFS Advisors
Texas
$739K