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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
751
Beacon Financial Group
Texas
$608K – – –
CBB
752
Citizens Business Bank
California
$606K -$198K -2,596 -24%
CCM
753
CrestPoint Capital Management
Missouri
$599K – – –
CSIC
754
Clifford Swan Investment Counsel
California
$597K – – –
BMO
755
Beck Mack & Oliver
New York
$588K – – –
DAS
756
Dynamic Advisor Solutions
Arizona
$587K +$21.6K +283 +4%
GC
757
Gratry & Company
Ohio
$583K +$601K +7,890 New
BWP
758
Baldwin Wealth Partners
Massachusetts
$579K -$550K -7,225 -48%
Luther King Capital Management (LKCM)
759
Luther King Capital Management (LKCM)
Texas
$578K – – –
SCM
760
Shelton Capital Management
Colorado
$571K – – –
DD
761
Dominick & Dominick
New York
$571K +$24.8K +325 +4%
EFSCE
762
Enterprise Financial Services Corp (EFSC)
Missouri
$567K -$12.2K -160 -2%
RCAG
763
Rehmann Capital Advisory Group
Michigan
$565K +$12.3K +162 +2%
FIG
764
Fortress Investment Group
New York
$563K +$581K +7,623 New
PP
765
Patten & Patten
Tennessee
$554K – – –
FPC
766
Falcon Point Capital
California
$553K -$195K -2,555 -25%
NES
767
New England Securities
New York
$538K -$8.07K -106 -1%
PFPT
768
Pinnacle Financial Partners (Tennessee)
Tennessee
$538K +$3.81K +50 +0.7%
FNB
769
First Niagara Bank
New York
$536K +$609 +8 +0.1%
IC
770
IKOS CIF
Cyprus
$531K +$543K +7,136 New
LNB
771
Ledyard National Bank
$523K -$215K -2,820 -29%
GA
772
Geller Advisors
New York
$520K +$6.93K +91 +1%
PMG
773
ProVise Management Group
Florida
$519K -$29.7K -390 -5%
GL
774
Globe Life
Texas
$517K – – –
GIS
775
Guardian Investor Services
New York
$516K -$46.4K -609 -8%