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Name Holding Trade Value Shares
Change
Change in
Stake
ARM
501
Adirondack Research & Management
New York
$378K
BFM
502
Boston Financial Management
Massachusetts
$378K +$46.5K +1,984 +15%
AGM
503
Alpine Global Management
New York
$375K +$361K +15,425 New
BDF
504
Balasa Dinverno & Foltz
$374K -$1.66K -71 -0.5%
CIP
505
Cornerstone Investment Partners
Georgia
$372K
BTS
506
BB&T Securities
Virginia
$368K +$32.7K +1,395 +10%
WFG
507
Wills Financial Group
Virginia
$366K -$7.84K -335 -2%
DSC
508
Duncker Streett & Co
Missouri
$365K +$234 +10 +0.1%
CFB
509
Cullen/Frost Bankers
Texas
$360K -$1.13M -48,355 -77%
CBU
510
CIBC Bank USA
Illinois
$356K -$89K -3,799 -21%
GP
511
Girard Partners
Pennsylvania
$356K -$30.9K -1,321 -8%
PTB
512
Pioneer Trust Bank
Oregon
$355K -$2.62K -112 -0.8%
SOAMC
513
Spirit of America Management Corp
New York
$355K
WA
514
WBH Advisory
Maryland
$353K -$1.78K -76 -0.5%
NSEDCP
515
NJ State Employees Deferred Compensation Plan
New Jersey
$348K
SNT
516
Security National Trust
West Virginia
$348K +$40.2K +1,717 +14%
CBN
517
Cadence Bank NA
Texas
$344K -$32.8K -1,402 -9%
PSI
518
Pinnacle Summer Investments
Virginia
$343K +$19.1K +815 +6%
UMA
519
USA Mutuals Advisors
Texas
$341K -$328K -14,020 -50%
BOTW
520
Bank of the West
California
$341K -$182K -7,767 -36%
MYAM
521
Meiji Yasuda Asset Management
Japan
$327K -$6.56K -280 -2%
WF
522
Welch & Forbes
Massachusetts
$326K -$23K -981 -7%
KFP
523
Keystone Financial Planning
Ohio
$326K -$6.44K -275 -2%
PAG
524
Pinnacle Advisory Group
Maryland
$323K +$311K +13,301 New
CCM
525
Cadence Capital Management
Massachusetts
$321K +$49.8K +2,128 +19%