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Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
726
Fort Washington Investment Advisors
Ohio
$377K -$25.2K -2,000 -7%
BDF
727
Balasa Dinverno & Foltz
$376K +$49.6K +3,939 +16%
TC
728
Telemus Capital
Michigan
$376K +$350K +27,844 New
B
729
BancorpSouth
Mississippi
$374K – – –
PP
730
Pegasus Partners
Wisconsin
$365K +$341K +27,072 New
Bessemer Group
731
Bessemer Group
New Jersey
$360K -$17.3K -1,379 -5%
EWM
732
Evercore Wealth Management
New York
$360K -$13.7K -1,091 -4%
HCM
733
Hodges Capital Management
Texas
$360K -$7.42K -590 -2%
MNBTD
734
Moody National Bank Trust Division
Texas
$358K – – –
CCA
735
Checchi Capital Advisers
California
$358K +$46.4K +3,690 +16%
DI
736
Diligent Investors
California
$358K +$171K +13,600 +105%
PAM
737
PartnerRe Asset Management
Connecticut
$356K +$1.26K +100 +0.4%
WEC
738
Winslow Evans & Crocker
Massachusetts
$355K -$2.42K -192 -0.7%
LA
739
LVW Advisors
New York
$355K +$57.7K +4,588 +21%
MVA
740
Mount Vernon Associates
Maryland
$353K – – –
PGA
741
Portland Global Advisors
Maine
$353K +$329K +26,136 New
BST
742
Bath Savings Trust
Maine
$352K +$2.72K +216 +0.8%
BHBT
743
Burke & Herbert Bank & Trust
Virginia
$348K +$40.6K +3,226 +14%
GWM
744
Greenwich Wealth Management
Connecticut
$348K +$133K +10,606 +70%
CNBT
745
Canandaigua National Bank & Trust
New York
$347K +$51K +4,050 +19%
PFPT
746
Pinnacle Financial Partners (Tennessee)
Tennessee
$344K +$49.6K +3,939 +18%
DBIA
747
Dumont & Blake Investment Advisors
New Jersey
$343K +$23.6K +1,874 +8%
WAM
748
Wealthspire Advisors (Maryland)
Maryland
$342K -$11.8K -938 -4%
MCM
749
Moon Capital Management
New York
$342K +$14.7K +1,171 +5%
CBB
750
Citizens Business Bank
California
$337K – – –