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Name Holding Trade Value Shares
Change
Change in
Stake
AF
1501
Affiance Financial
Minnesota
$330K
IC
1502
Intersect Capital
California
$330K +$5.6K +51 +2%
BBNB
1503
Baker Boyer National Bank
Washington
$323K
TCB
1504
Texas Capital Bancshares
Texas
$319K -$26.5K -241 -8%
NP
1505
NorthRock Partners
Minnesota
$319K -$1.54K -14 -0.5%
WRM
1506
Weybosset Research & Management
Rhode Island
$319K +$5.49K +50 +2%
FNB
1507
Farmers National Bank
Kentucky
$319K +$11K +100 +4%
SFA
1508
Sequoia Financial Advisors
Ohio
$318K +$1.1K +10 +0.4%
Koshinski Asset Management
1509
Koshinski Asset Management
Illinois
$317K +$45K +410 +17%
PAG
1510
Pinnacle Advisory Group
Maryland
$315K -$52.6K -479 -15%
TDC
1511
Thompson Davis & Co
Virginia
$314K -$428K -3,894 -59%
DJSG
1512
D.J. St. Germain
Massachusetts
$314K +$1.1K +10 +0.4%
LD
1513
Lipe & Dalton
New York
$314K +$22K +200 +8%
AAS
1514
Annex Advisory Services
Wisconsin
$313K +$18.9K +172 +7%
CMANY
1515
Capital Management Associates (New York)
New York
$312K +$27.5K +250 +10%
CA
1516
Capital Advantage
California
$307K +$13.1K +119 +5%
CPC
1517
Cookson Peirce & Co
Pennsylvania
$306K +$54.5K +496 +23%
CM
1518
Cornerstone Management
Georgia
$302K
GWCM
1519
Godshalk Welsh Capital Management
Pennsylvania
$301K -$65.9K -600 -19%
WG
1520
Welch Group
Alabama
$300K +$25.3K +230 +10%
Edgewood Management
1521
Edgewood Management
Connecticut
$297K
MGIA
1522
Moneta Group Investment Advisors
Missouri
$294K -$1.61M -14,625 -85%
DSA
1523
Davis Selected Advisers
Arizona
$294K
SGC
1524
South Georgia Capital
Illinois
$291K
CPA
1525
Capital Planning Advisors
California
$287K