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Name Holding Trade Value Shares
Change
Change in
Stake
WF
1001
WealthTrust Fairport
Ohio
$1.57M +$70.6K +1,258 +5%
HFM
1002
Hartford Financial Management
Connecticut
$1.54M +$35.3K +628 +2%
BB
1003
Bell Bank
North Dakota
$1.53M -$23.1K -412 -1%
HH
1004
Hilltop Holdings
Texas
$1.53M +$450K +8,012 +42%
GSBTD
1005
Glenview State Bank Trust Department
Illinois
$1.52M -$26.6K -474 -2%
P
1006
Pitcairn
Pennsylvania
$1.51M +$42.9K +764 +3%
PGA
1007
Portland Global Advisors
Maine
$1.51M -$11.2K -200 -0.7%
CPA
1008
Court Place Advisors
Maryland
$1.51M -$5.73K -102 -0.4%
OCG
1009
Opus Capital Group
Ohio
$1.51M +$13.1K +233 +0.9%
SNT
1010
Security National Trust
West Virginia
$1.5M -$8.42K -150 -0.6%
HB
1011
Homrich & Berg
Georgia
$1.48M +$126K +2,245 +9%
WA
1012
WBH Advisory
Maryland
$1.48M -$47.4K -844 -3%
MIC
1013
MU Investments Company
Japan
$1.47M -$132K -2,348 -8%
LA
1014
Lau Associates
Delaware
$1.47M
HL
1015
HeadInvest LLC
Maine
$1.47M +$108K +1,931 +8%
QIM
1016
Quest Investment Management
Oregon
$1.47M
GA
1017
Geneva Advisors
Illinois
$1.46M +$28.6K +510 +2%
SFS
1018
Strategic Financial Services
New York
$1.46M +$45.7K +813 +3%
CONA
1019
Capital One National Association
New York
$1.45M -$83.8K -1,492 -6%
SWM
1020
SVA Wealth Management
Wisconsin
$1.45M +$23.7K +422 +2%
HRIA
1021
Haberer Registered Investment Advisor
Ohio
$1.44M -$4.3M -76,629 -75%
HI
1022
HBK Investments
Texas
$1.44M -$282K -5,030 -17%
BHBT
1023
Burke & Herbert Bank & Trust
Virginia
$1.44M -$49.1K -875 -3%
BCMO
1024
Buckingham Capital Management (Ohio)
Ohio
$1.44M +$11.7K +209 +0.8%
RBC
1025
Ronald Blue & Co
Georgia
$1.43M -$95.8K -1,706 -6%