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Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
276
Wilbanks Smith & Thomas Asset Management
Virginia
$831K +$87.6K +1,931 +12%
GA
277
Greytown Advisors
Florida
$828K +$209K +4,601 +33%
BONST
278
Bank of Nova Scotia Trust
Ontario, Canada
$826K +$1.09K +24 +0.1%
NI
279
Nepsis Inc
Minnesota
$817K +$46.5K +1,025 +6%
TNA
280
True North Advisors
Texas
$814K -$13.5K -298 -2%
PGFC
281
Peapack-Gladstone Financial Corp
New Jersey
$814K +$191K +4,205 +30%
GI
282
GAMCO Investors
Connecticut
$783K -$109K -2,399 -12%
ASN
283
Advisory Services Network
Georgia
$781K +$455K +10,029 +134%
PNC
284
Park National Corp
Ohio
$779K +$792K +17,452 New
LNWWM
285
Laird Norton Wetherby Wealth Management
California
$778K -$89.4K -1,969 -10%
PPSG
286
Princeton Portfolio Strategies Group
New Jersey
$772K +$36.3K +800 +5%
SMH
287
Sanders Morris Harris
Texas
$739K -$556K -12,240 -43%
SW
288
SVB Wealth
Massachusetts
$724K +$88.4K +1,948 +14%
PAWC
289
P.A.W. Capital
Connecticut
$714K +$36.3K +800 +5%
BIG
290
Boothe Investment Group
Delaware
$707K +$719K +15,847 New
HH
291
Hilltop Holdings
Texas
$699K +$345K +7,610 +95%
CCM
292
Condor Capital Management
New Jersey
$698K – – –
SG Americas Securities
293
SG Americas Securities
New York
$694K -$488K -10,758 -41%
LJAC
294
L.J. Altfest & Co
New York
$691K +$345K +7,599 +96%
TBA
295
Tower Bridge Advisors
Pennsylvania
$689K -$24.5K -540 -3%
LFAS
296
Level Four Advisory Services
Texas
$673K +$197K +4,347 +40%
AIA
297
Avalon Investment & Advisory
Texas
$671K -$14.4M -316,365 -95%
AMIM
298
Aull & Monroe Investment Management
Alabama
$668K -$25.4K -560 -4%
First Manhattan
299
First Manhattan
New York
$665K -$35.2K -776 -5%
CFB
300
Cullen/Frost Bankers
Texas
$661K -$322K -7,084 -32%