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Name Holding Trade Value Shares
Change
Change in
Stake
SBSB
1026
Sullivan, Bruyette, Speros & Blaney
Virginia
$638K +$646K +16,236 New
GT
1027
Greenleaf Trust
Michigan
$637K -$60.1K -1,510 -9%
BHBT
1028
Burke & Herbert Bank & Trust
Virginia
$632K -$5.25K -132 -0.8%
BSWMG
1029
Barrington Strategic Wealth Management Group
Illinois
$632K -$1.51K -38 -0.2%
EB
1030
Eastern Bank
Massachusetts
$631K -$15.9K -400 -2%
MTC
1031
McDaniel Terry & Co
Texas
$631K +$73.3K +1,842 +13%
PTC
1032
Provident Trust Company
Wisconsin
$628K
NFG
1033
Next Financial Group
Texas
$627K +$26.3K +660 +4%
MCM
1034
McRae Capital Management
New Jersey
$627K +$67.4K +1,693 +12%
WA
1035
WBH Advisory
Maryland
$624K -$6.89K -173 -1%
HVIA
1036
Hudson Valley Investment Advisors
New York
$619K -$11.9K -300 -2%
QAM
1037
Quantres Asset Management
Cayman Islands
$609K +$617K +15,500 New
SI
1038
Scout Investments
Missouri
$605K +$131K +3,300 +27%
SGAM
1039
Steinberg Global Asset Management
Florida
$599K -$19.9K -500 -3%
CHA
1040
Cedar Hill Associates
Illinois
$598K
MBT
1041
Montecito Bank & Trust
California
$596K
BOS
1042
Bingham Osborn & Scarborough
California
$591K +$3.86K +97 +0.6%
NJBEST
1043
New Jersey Better Educational Savings Trust
New Jersey
$590K +$597K +15,000 New
PA
1044
Probity Advisors
Texas
$588K +$596K +14,968 New
ECM
1045
Estabrook Capital Management
New York
$586K -$33.4K -840 -5%
AMG
1046
Asset Management Group
Connecticut
$586K +$3.86K +97 +0.7%
CS
1047
Credential Securities
$586K +$277K +6,964 +88%
HA
1048
Hamel Associates
New Jersey
$580K
ICM
1049
IMS Capital Management
Oregon
$580K +$58.4K +1,468 +11%
MIH
1050
Madison Investment Holdings
Wisconsin
$579K +$586K +14,723 New