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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1301
Wood Asset Management
Florida
$783K -$1.51M -8,395 -65%
MTC
1302
McDaniel Terry & Co
Texas
$783K -$159K -884 -16%
CPA
1303
Court Place Advisors
Maryland
$783K -$18.7K -104 -2%
LW
1304
Linscomb Wealth
Texas
$780K -$21.6K -120 -3%
BRM
1305
Boston Research & Management
Massachusetts
$780K +$75.2K +418 +10%
TC
1306
Telemus Capital
Michigan
$778K +$27.7K +154 +4%
VNB
1307
Valley National Bancorp
New York
$775K -$37.6K -209 -4%
Walleye Trading
1308
Walleye Trading
New York
$769K +$799K +4,437 New
NA
1309
NSB Advisors
New York
$766K -$37.8K -210 -5%
MBT
1310
Montecito Bank & Trust
California
$765K +$149K +828 +23%
DDPIC
1311
Deroy & Devereaux Private Investment Counsel
Michigan
$764K
PVWM
1312
Point View Wealth Management
New Jersey
$764K +$52.4K +291 +7%
TRIM
1313
Thompson Rubinstein Investment Management
Oregon
$761K +$27.4K +152 +4%
FIM
1314
Frontier Investment Management
Texas
$758K +$111K +614 +16%
SAM
1315
SignalPoint Asset Management
Missouri
$753K +$41.4K +230 +6%
KFA
1316
Kays Financial Advisory
Georgia
$753K +$102K +568 +15%
CAM
1317
Cypress Asset Management
Texas
$752K -$23.4K -130 -3%
CA
1318
Cortland Associates
Missouri
$752K
MFBTD
1319
MB Financial Bank - Trust Department
Illinois
$752K +$220K +1,222 +39%
BAM
1320
Brave Asset Management
New Jersey
$745K
KA
1321
KLCM Advisors
Wisconsin
$743K
CRM
1322
Cramer Rosenthal McGlynn
Connecticut
$737K
TSWM
1323
Triangle Securities Wealth Management
North Carolina
$734K +$104K +577 +16%
SMG
1324
Spectrum Management Group
Indiana
$731K
PA
1325
Planning Alternatives
Michigan
$731K +$152K +845 +25%