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Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
701
Mirador Capital Partners
California
$273K +$254K +22,545 New
RAM
702
Roanoke Asset Management
New Jersey
$272K +$2.88K +255 +1%
VNA
703
VNBTrust National Association
Virginia
$266K – – –
BCM
704
Becker Capital Management
Oregon
$265K +$28.4K +2,520 +13%
BDF
705
Balasa Dinverno & Foltz
$264K -$9.17K -813 -4%
PFGIA
706
Patriot Financial Group Insurance Agency
Massachusetts
$264K +$20.6K +1,826 +9%
HH
707
Hilltop Holdings
Texas
$263K -$473K -41,897 -66%
SFM
708
Signature Financial Management
Virginia
$263K +$49.6K +4,401 +25%
AAM
709
American Asset Management
Florida
$256K -$11.8K -1,046 -5%
BCA
710
Bray Capital Advisors
Florida
$256K – – –
FRM
711
Foundation Resource Management
Arkansas
$254K -$3.82K -339 -2%
WP
712
WealthPLAN Partners
Nebraska
$252K -$26.2K -2,319 -10%
HSA
713
HBK Sorce Advisory
Pennsylvania
$252K -$24.8K -2,199 -9%
BTNA
714
Bremer Trust National Association
Minnesota
$251K -$8.65K -767 -4%
LC
715
Loews Corp
New York
$246K – – –
RMAM
716
Raab & Moskowitz Asset Management
New Jersey
$244K -$96.8K -8,586 -30%
GT
717
Greenleaf Trust
Michigan
$239K +$28.7K +2,545 +15%
KIA
718
KCM Investment Advisors
California
$237K -$37.8K -3,354 -14%
SRC
719
Shufro Rose & Co
New York
$236K – – –
ISB
720
Iowa State Bank
Iowa
$235K +$12.4K +1,100 +6%
BA
721
Boston Advisors
Massachusetts
$234K -$91.3K -8,095 -29%
CBU
722
CIBC Bank USA
Illinois
$233K +$38.5K +3,410 +21%
CRC
723
Curi RMB Capital
Illinois
$232K -$113K -10,020 -34%
MF
724
Magnetar Financial
Illinois
$231K +$218K +19,321 New
CWM
725
Circle Wealth Management
New Jersey
$229K +$6.56K +582 +3%
27 28
29
30 31