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Name Holding Trade Value Shares
Change
Change in
Stake
AAMU
1151
AEGON Asset Management (UK)
United Kingdom
$1M -$68K -423 -6%
BST
1152
Bath Savings Trust
Maine
$998K -$267K -1,661 -21%
Fidelity International
1153
Fidelity International
Bermuda
$992K +$391K +2,433 +62%
KCPG
1154
Kavar Capital Partners Group
Kansas
$989K +$321 +2 +0%
HWA
1155
Heritage Wealth Advisors
Virginia
$982K +$4.98K +31 +0.5%
RCAMU
1156
Rothschild & Co Asset Management US
Connecticut
$981K
CFA
1157
Capstone Financial Advisors
Illinois
$976K -$102K -636 -9%
CPR
1158
CSU Producer Resources
Ohio
$976K
FCH
1159
Freestone Capital Holdings
Washington
$971K -$15.4K -96 -2%
BWAM
1160
Boyd Watterson Asset Management
Ohio
$971K
FHC
1161
First Houston Capital
Texas
$971K
MTC
1162
McDaniel Terry & Co
Texas
$969K +$276K +1,717 +38%
AMG
1163
Asset Management Group
Connecticut
$967K +$7.23K +45 +0.7%
AAA
1164
Adams Asset Advisors
Texas
$967K +$1,000K +6,221 New
SCVF
1165
Small Cap Value Fund
Texas
$967K +$1,000K +6,221 New
PFC
1166
Poplar Forest Capital
California
$965K -$10.1K -63 -1%
NERM
1167
New England Research & Management
Illinois
$962K -$43.7K -272 -4%
CCM
1168
Coldstream Capital Management
Washington
$961K +$639K +3,978 +180%
RHDIC
1169
R.H. Dinel Investment Counsel
California
$950K
FNB
1170
Farmers National Bank
Kentucky
$943K -$524K -3,258 -35%
CCG
1171
Chatham Capital Group
Georgia
$941K +$63.6K +396 +7%
BWA
1172
Burt Wealth Advisors
Maryland
$939K +$482 +3 +0%
UAS
1173
United Asset Strategies
New York
$937K -$6.27K -39 -0.6%
MIP
1174
Marietta Investment Partners
Wisconsin
$935K
NFG
1175
Next Financial Group
Texas
$930K -$17.4K -108 -2%