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Name Holding Trade Value Shares
Change
Change in
Stake
FM
751
Foster & Motley
Ohio
$310K +$278K +8,526 New
ICM
752
IMS Capital Management
Oregon
$309K +$43.1K +1,320 +18%
BDF
753
Balasa Dinverno & Foltz
$308K -$6.53K -200 -2%
SFM
754
Signature Financial Management
Virginia
$307K
BHTS
755
Bar Harbor Trust Services
Maine
$304K -$20.9K -640 -7%
CCA
756
Conestoga Capital Advisors
Pennsylvania
$304K
Bessemer Group
757
Bessemer Group
New Jersey
$300K -$6.53K -200 -2%
CHJWM
758
Carlton Hofferkamp & Jenks Wealth Management
Texas
$300K +$270K +8,274 New
CG
759
Clinton Group
New York
$294K +$264K +8,088 New
PP
760
Prudential plc
United Kingdom
$292K
MBT
761
Monroe Bank & Trust
Michigan
$291K
OPTFSNA
762
Old Point Trust & Financial Services N A
Virginia
$291K
YMRC
763
Yorktown Management & Research Company
Virginia
$291K +$261K +8,000 New
CT
764
Cambridge Trust
Massachusetts
$288K -$15K -460 -5%
AAMU
765
Amundi Asset Management US
Massachusetts
$288K
GA
766
Geneva Advisors
Illinois
$288K
ICAS
767
Investors Capital Advisory Services
Massachusetts
$285K +$257K +7,862 New
CFS
768
Community Financial System
New York
$283K -$6.53K -200 -3%
NPC
769
National Planning Corporation
California
$283K +$254K +7,782 New
CCT
770
Country Club Trust
Missouri
$280K -$190K -5,818 -43%
1IA
771
1834 Investment Advisors
Wisconsin
$276K
PP
772
Palladium Partners
Virginia
$276K
MSR
773
Main Street Research
Connecticut
$275K -$13.1K -400 -5%
1GA
774
1st Global Advisors
Texas
$272K -$22.2K -680 -8%
TT
775
Tower Trust
Indiana
$272K +$5.94K +182 +2%