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Name Holding Trade Value Shares
Change
Change in
Stake
FSC
526
Fiduciary Services Corp
Georgia
$245K -$14.7K -133 -6%
IFS
527
Ifrah Financial Services
Arkansas
$245K -$11.8K -107 -5%
QCMC
528
Quantum Capital Management (California)
California
$244K -$886 -8 -0.4%
BAS
529
Brown Advisory Securities
Maryland
$230K +$443 +4 +0.2%
FFSOTS
530
Fiduciary Financial Services of The Southwest
Texas
$230K +$221K +2,000 New
FCB
531
First Citizens Bancorporation
South Carolina
$224K
DCM
532
Dynamic Capital Management
Jersey
$220K +$212K +1,918 New
HB
533
Homrich & Berg
Georgia
$218K -$467K -4,215 -69%
GLI
534
Guardian Life Insurance
New York
$217K -$2.66K -24 -1%
GLRA
535
Gerald L. Ray & Associates
Texas
$213K -$16.6K -150 -8%
F
536
FolioMetrix
Nebraska
$209K +$223K +2,016 New
ACI
537
Alpha Cubed Investments
California
$207K +$199K +1,800 New
NFG
538
Nadler Financial Group
Illinois
$207K +$199K +1,800 New
BFO
539
Boston Family Office
Massachusetts
$206K +$199K +1,795 New
WSTAM
540
Wilbanks Smith & Thomas Asset Management
Virginia
$203K +$196K +1,771 New
AHS
541
Aspiriant Holdings S3
California
$202K +$195K +1,758 New
BAM
542
Barrett Asset Management
New York
$196K
JFGIW
543
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$195K -$10.6K -96 -5%
FNBT
544
FineMark National Bank & Trust
Florida
$186K -$8.08K -73 -4%
MAM
545
Mizuho Asset Management
Japan
$179K +$51.7K +467 +43%
MCM
546
Manchester Capital Management
Vermont
$177K +$170K +1,537 New
Creative Planning
547
Creative Planning
Kansas
$166K +$2.88K +26 +2%
SC
548
SRB Corp
Massachusetts
$153K
CHP
549
Cable Hill Partners
Oregon
$153K +$159K +1,435 New
TF
550
Tompkins Financial
New York
$148K