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Name Holding Trade Value Shares
Change
Change in
Stake
KFP
501
Keystone Financial Planning
Ohio
$327K
BF
502
BOK Financial
Oklahoma
$324K +$3.89K +185 +1%
FHC
503
First Heartland Consultants
Missouri
$323K +$46.2K +2,193 +19%
SCM
504
Sterneck Capital Management
Missouri
$322K +$283K +13,459 New
KIG
505
Kovitz Investment Group
Illinois
$320K +$274K +13,029 New
RNS
506
Robert N. Shapiro
$316K -$24.2K -1,151 -8%
SFSIG
507
San Francisco Sentry Investment Group
California
$315K -$5.89K -280 -2%
BP
508
Banyan Partners
Florida
$311K
OSNBOA
509
Old Second National Bank of Aurora
Illinois
$310K -$6.08K -289 -2%
GA
510
Geneva Advisors
Illinois
$308K +$2.74K +130 +1%
DPIM
511
Duff & Phelps Investment Management
Illinois
$307K
FNT
512
First National Trust
Pennsylvania
$306K +$7.26K +345 +3%
FANJ
513
Financial Architects (New Jersey)
New Jersey
$304K -$1.6K -76 -0.6%
EFS
514
Essex Financial Services
Connecticut
$303K -$8.86K -421 -3%
AWM
515
Altavista Wealth Management
North Carolina
$301K -$12.2K -580 -4%
GG
516
Gofen & Glossberg
Illinois
$301K +$92.8K +4,409 +47%
PGFC
517
Peapack-Gladstone Financial Corp
New Jersey
$299K -$38.2K -1,814 -13%
BAS
518
Brown Advisory Securities
Maryland
$296K +$34.6K +1,643 +15%
CSIC
519
Clifford Swan Investment Counsel
California
$294K +$2.95K +140 +1%
BAM
520
Brave Asset Management
New Jersey
$289K
Envestnet Asset Management
521
Envestnet Asset Management
Illinois
$281K +$224K +10,642 +954%
WKWM
522
Walter & Keenan Wealth Management
Indiana
$280K +$246K +11,707 New
IH
523
IFC Holdings
Florida
$278K -$11.2K -530 -4%
GI
524
GAMCO Investors
Connecticut
$277K
DVM
525
Dreman Value Management
Florida
$277K +$43.1K +2,049 +22%