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Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
1251
Smith Salley Wealth Management
North Carolina
$274K +$255K +3,101 New
KS
1252
Karpas Strategies
Connecticut
$272K
EIA
1253
Edgemoor Investment Advisors
Maryland
$270K -$32K -390 -11%
JIC
1254
Joel Isaacson & Co
New York
$269K -$30.2K -367 -11%
SC
1255
Saturna Capital
Washington
$269K
BRA
1256
Bender Robert & Associates
California
$266K +$247K +3,009 New
JG
1257
Jefferies Group
New York
$265K -$3.92M -47,689 -94%
PWM
1258
ParenteBeard Wealth Management
Pennsylvania
$265K
CWP
1259
Capital Wealth Planning
Florida
$265K +$246K +3,000 New
MPIA
1260
Mountain Pacific Investment Advisers
Idaho
$263K
IG
1261
Ithaka Group
Virginia
$262K -$8.22K -100 -3%
HCM
1262
Harvest Capital Management
New Hampshire
$262K +$244K +2,970 New
ZCI
1263
Zevenbergen Capital Investments
Washington
$261K +$242K +2,950 New
AA
1264
Alesco Advisors
New York
$259K -$1.23K -15 -0.5%
STMM
1265
South Texas Money Management
Texas
$257K +$239K +2,911 New
FGA
1266
Flood Gamble Associates
New York
$256K
HFM
1267
Hartford Financial Management
Connecticut
$256K
1IA
1268
1834 Investment Advisors
Wisconsin
$254K
ACM
1269
Aviance Capital Management
Florida
$253K -$14.1K -172 -6%
RCG
1270
Ruane, Cunniff & Goldfarb
New York
$252K +$234K +2,849 New
Harris Associates
1271
Harris Associates
Illinois
$251K +$3.7K +45 +2%
TWI
1272
Thomas White International
Illinois
$249K +$232K +2,820 New
AMIM
1273
Aull & Monroe Investment Management
Alabama
$249K
BEAM
1274
Baker Ellis Asset Management
Washington
$248K
MBT
1275
Monroe Bank & Trust
Michigan
$245K -$739 -9 -0.3%