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Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
701
Buckingham Strategic Wealth
Missouri
$442K +$86.3K +5,858 +26%
MCM
702
McGlinn Capital Management
Pennsylvania
$434K -$58.9K -4,000 -13%
BDF
703
Balasa Dinverno & Foltz
$431K -$1.52K -103 -0.4%
NI
704
Numeric Investors
Massachusetts
$428K +$407K +27,600 New
CC
705
Capital Counsel
New York
$426K -$22.3K -1,510 -5%
HCM
706
Hodges Capital Management
Texas
$420K +$280 +19 +0.1%
NFC
707
Northeast Financial Consultants
Connecticut
$418K – – –
GIS
708
Guardian Investor Services
New York
$413K -$13K -883 -3%
BIA
709
Barry Investment Advisors
Massachusetts
$411K +$391K +26,542 New
ARMT
710
Amica Retiree Medical Trust
Rhode Island
$408K – – –
CBB
711
Citizens Business Bank
California
$406K – – –
ANTB
712
AMG National Trust Bank
Colorado
$400K +$1.9K +129 +0.5%
BST
713
Bath Savings Trust
Maine
$399K -$33K -2,240 -8%
AHS
714
Aspiriant Holdings S3
California
$399K -$27K -1,830 -7%
CAG
715
Crestwood Advisors Group
Massachusetts
$396K – – –
IR
716
IAT Reinsurance
New York
$388K +$368K +25,000 New
CC
717
Courier Capital
New York
$381K – – –
PP
718
Patten & Patten
Tennessee
$381K +$14.7K +1,000 +4%
BO
719
Bank OZK
Arkansas
$373K +$354K +24,035 New
MIM
720
Marco Investment Management
Georgia
$370K – – –
MWP
721
MYCIO Wealth Partners
Pennsylvania
$367K +$57.8K +3,921 +20%
FHA
722
First Horizon Advisors
Tennessee
$363K +$13.1K +889 +4%
GVT
723
Genesee Valley Trust
New York
$358K -$29.8K -2,023 -8%
CCA
724
Checchi Capital Advisers
California
$354K +$42.5K +2,882 +14%
PP
725
Prudential plc
United Kingdom
$351K -$44.9K -3,049 -12%
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