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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
651
Evercore Wealth Management
New York
$8.61M +$583K +9,808 +7%
GWM
652
Geneos Wealth Management
Colorado
$8.6M +$868K +14,609 +10%
FMW
653
Farr Miller & Washington
District of Columbia
$8.54M +$143K +2,407 +2%
WTC
654
WhitTier Trust Company
Nevada
$8.52M +$57.3K +965 +0.7%
SSWM
655
Smith Salley Wealth Management
North Carolina
$8.52M +$5.05M +85,012 +142%
JWCA
656
J.W. Cole Advisors
Florida
$8.51M -$12.6M -212,895 -60%
CI
657
Cigna Investments
Connecticut
$8.5M +$645K +10,856 +8%
EP
658
Edgestream Partners
New Jersey
$8.48M +$7.94M +133,768 +1,261%
NC
659
Nicholas Company
Wisconsin
$8.47M -$47.5K -800 -0.6%
MFA
660
Mayflower Financial Advisors
Massachusetts
$8.46M +$8.56M +144,084 New
IC
661
IEQ Capital
California
$8.46M -$282K -4,753 -3%
WS
662
Wedbush Securities
California
$8.45M +$245K +4,133 +3%
CCM
663
Callodine Capital Management
Massachusetts
$8.37M -$4.31M -72,500 -34%
AL
664
Arnhold LLC
New York
$8.28M -$152K -2,556 -2%
DA
665
Denali Advisors
California
$8.27M -$196K -3,300 -2%
AAIM
666
American Assets Investment Management
California
$8.22M – – –
VWM
667
Venturi Wealth Management
Texas
$8.19M -$819K -13,793 -9%
PAM
668
Palisade Asset Management
Minnesota
$8.14M +$35.6K +600 +0.4%
SIM
669
Sonora Investment Management
Arizona
$8.13M +$714K +12,023 +10%
ONB
670
Old National Bancorp
Indiana
$8.12M +$133K +2,241 +2%
PAI
671
Pittenger & Anderson Inc
Nebraska
$8.1M +$210K +3,533 +3%
SDJVC
672
St. Denis J. Villere & Co
Louisiana
$8.06M -$2.7M -45,535 -25%
KFP
673
Keystone Financial Planning
Ohio
$8.06M +$284K +4,787 +4%
DCM
674
Dupont Capital Management
Delaware
$8.04M -$3.58M -60,203 -31%
SCA
675
Stonebridge Capital Advisors
Minnesota
$8.03M +$562K +9,461 +7%
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