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Name Holding Trade Value Shares
Change
Change in
Stake
MBT
501
Montecito Bank & Trust
California
$303K +$81.2K +1,572 +35%
MF
502
Magnetar Financial
Illinois
$300K +$314K +6,072 New
EHWM
503
Eads & Heald Wealth Management
Georgia
$298K +$311K +6,020 New
CEP
504
Chicago Equity Partners
Illinois
$297K -$919K -17,780 -75%
CCMG
505
Clark Capital Management Group
Pennsylvania
$297K +$56.2K +1,088 +22%
RG
506
Rikoon Group
New Mexico
$294K – – –
WP
507
WealthSource Partners
California
$294K +$307K +5,940 New
VFA
508
Valeo Financial Advisors
Indiana
$292K +$9.3K +180 +3%
IRF
509
IBM Retirement Fund
New York
$282K -$51.3K -992 -15%
FHB
510
First Hawaiian Bank
Hawaii
$281K +$293K +5,672 New
HFS
511
HL Financial Services
Kentucky
$280K -$3.93K -76 -1%
AFM
512
Abbot Financial Management
Massachusetts
$279K +$291K +5,640 New
DCM
513
Donaldson Capital Management
Indiana
$278K +$291K +5,628 New
WDA
514
Wendell David Associates
New Hampshire
$277K – – –
MWM
515
Meridian Wealth Management
Kentucky
$275K +$288K +5,568 New
WP
516
WealthShield Partners
North Carolina
$273K -$1.45K -28 -0.5%
PMFA
517
Plante Moran Financial Advisors
Michigan
$270K – – –
MFAM
518
Motley Fool Asset Management
Virginia
$270K +$51.9K +1,004 +22%
ACA
519
Atlas Capital Advisors
Wyoming
$269K +$284K +5,492 New
SCM
520
Salem Capital Management
Massachusetts
$257K -$10.3K -200 -4%
TSS
521
Two Sigma Securities
New York
$251K -$136K -2,632 -34%
CG
522
Cutler Group
California
$249K -$372K -7,200 -59%
Allianz Asset Management
523
Allianz Asset Management
Germany
$247K -$3.83M -74,168 -94%
CAG
524
Csenge Advisory Group
Florida
$247K -$133K -2,576 -32%
BBI
525
Baxter Bros Inc
Connecticut
$246K – – –