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Name Holding Trade Value Shares
Change
Change in
Stake
PI
1001
Pettee Investors
Connecticut
$737K
CFA
1002
Carroll Financial Associates
North Carolina
$736K -$141K -897 -16%
PFC
1003
Phocas Financial Corp
California
$731K +$708K +4,503 New
BCM
1004
Bluefin Capital Management
New York
$730K -$497K -3,160 -41%
SEC
1005
Seven Eight Capital
New York
$730K +$346K +2,200 +96%
SFSG
1006
Stearns Financial Services Group
North Carolina
$729K +$1.26K +8 +0.2%
ICAS
1007
Investors Capital Advisory Services
Massachusetts
$727K -$148K -941 -17%
CF
1008
CenterStar Fund
Illinois
$725K
UR
1009
USCA RIA
Texas
$724K +$79.1K +503 +13%
Cetera Investment Advisers
1010
Cetera Investment Advisers
Illinois
$724K +$704K +4,478 New
SS
1011
Simplicity Solutions
Minnesota
$722K +$323K +2,052 +86%
CIA
1012
Capital Investment Advisors
Georgia
$721K +$12.9K +82 +2%
JIC
1013
Joel Isaacson & Co
New York
$721K +$58.6K +373 +9%
BW
1014
Bison Wealth
Georgia
$717K +$73.9K +470 +12%
IIM
1015
Intact Investment Management
Quebec, Canada
$714K -$94.3K -600 -12%
GSBTD
1016
Glenview State Bank Trust Department
Illinois
$714K -$7.86K -50 -1%
SFM
1017
Soros Fund Management
New York
$714K +$362K +2,300 +110%
NB
1018
NBT Bank
New York
$712K +$15.7K +100 +2%
TNB
1019
Thomasville National Bank
Georgia
$712K +$215K +1,370 +45%
VCM
1020
Vision Capital Management
Oregon
$712K +$689K +4,384 New
PWW
1021
Pettyjohn Wood & White
Virginia
$709K +$58.2K +370 +9%
CRC
1022
Curi RMB Capital
Illinois
$706K +$6.92K +44 +1%
VNA
1023
VNBTrust National Association
Virginia
$699K
BFS
1024
Bradley Foster & Sargent
Connecticut
$697K -$31.4K -200 -4%
BAS
1025
Brown Advisory Securities
Maryland
$695K +$84.3K +536 +14%