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Name Holding Trade Value Shares
Change
Change in
Stake
MBT
1201
Montecito Bank & Trust
California
$1.37M -$194K -5,484 -13%
BDF
1202
Balasa Dinverno & Foltz
$1.36M +$65.4K +1,847 +5%
BIC
1203
Bridges Investment Counsel
Nebraska
$1.36M
NAMP
1204
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.36M -$60.1K -1,698 -5%
TC
1205
Telemus Capital
Michigan
$1.36M -$115K -3,241 -8%
TSWM
1206
Triangle Securities Wealth Management
North Carolina
$1.35M -$139K -3,935 -10%
BW
1207
Bison Wealth
Georgia
$1.35M -$1.1M -31,193 -47%
FG
1208
Fiduciary Group
Georgia
$1.34M +$71 +2 +0%
MHIM
1209
MacNealy Hoover Investment Management
Ohio
$1.33M +$7.08K +200 +0.6%
FWM
1210
Focused Wealth Management
New York
$1.33M +$45.6K +1,288 +4%
MCM
1211
McRae Capital Management
New Jersey
$1.33M -$23.1K -652 -2%
QCMC
1212
Quantum Capital Management (California)
California
$1.33M -$38.6K -1,091 -3%
MC
1213
Middleton & Co
Massachusetts
$1.32M +$69.8K +1,970 +6%
BC
1214
Banced Corp
Illinois
$1.32M -$255K -7,190 -17%
BHBT
1215
Burke & Herbert Bank & Trust
Virginia
$1.32M -$15.4K -436 -1%
MA
1216
Montag & Associates
Georgia
$1.31M +$863K +24,382 +236%
MPM
1217
Meritage Portfolio Management
Kansas
$1.3M +$283 +8 +0%
PGA
1218
Portland Global Advisors
Maine
$1.3M -$1.42K -40 -0.1%
MMPW
1219
Mitchell McLeod Pugh & Williams
Alabama
$1.3M +$106 +3 +0%
NG
1220
Northstar Group
New York
$1.29M +$3.75K +106 +0.3%
HAG
1221
HighPoint Advisor Group
Illinois
$1.29M +$19.7K +556 +2%
MI
1222
Montage Investments
Kansas
$1.29M -$204K -5,772 -14%
BA
1223
Bristlecone Advisors
Washington
$1.29M -$101K -2,865 -8%
FFA
1224
First Foundation Advisors
California
$1.28M -$3.01K -85 -0.2%
PFS
1225
Prospera Financial Services
Texas
$1.28M +$268K +7,582 +29%