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Name Holding Trade Value Shares
Change
Change in
Stake
ASN
651
Advisory Services Network
Georgia
$495K +$53.2K +1,372 +12%
NERM
652
New England Research & Management
Illinois
$494K -$196K -5,050 -29%
LNWWM
653
Laird Norton Wetherby Wealth Management
California
$494K -$23.1K -597 -5%
RC
654
Roundview Capital
New Jersey
$493K
IC
655
IKOS CIF
Cyprus
$492K +$470K +12,124 New
AFG
656
Albion Financial Group
Utah
$490K -$134K -3,465 -22%
P
657
Pitcairn
Pennsylvania
$490K +$21.2K +547 +5%
AI
658
Atria Investments
North Carolina
$487K -$9.65K -249 -2%
KIA
659
King Investment Advisors
Texas
$487K
PIM
660
Penobscot Investment Management
Massachusetts
$486K -$4.26K -110 -0.9%
HPBT
661
High Point Bank & Trust
North Carolina
$483K
WP
662
WMS Partners
Maryland
$482K +$177K +4,567 +60%
EVM
663
Evelyn V. Moreno
$480K -$3.14M -81,022 -87%
CPA
664
Capital Planning Advisors
California
$478K +$467K +12,047 New
CI
665
Constellation Investments
Ohio
$472K +$19.4K +500 +4%
SYBT
666
Stock Yards Bank & Trust
Kentucky
$469K +$27.9K +720 +6%
KLWA
667
Kelly Lawrence W & Associates
California
$468K
HB
668
Homrich & Berg
Georgia
$465K -$29K -749 -6%
UR
669
USCA RIA
Texas
$464K +$4.3K +111 +1%
WSTAM
670
Wilbanks Smith & Thomas Asset Management
Virginia
$463K +$9.23K +238 +2%
Parallax Volatility Advisers
671
Parallax Volatility Advisers
California
$453K -$258K -6,649 -37%
SMC
672
Smith, Moore & Co
Missouri
$452K +$3.88K +100 +0.9%
Bessemer Group
673
Bessemer Group
New Jersey
$450K +$19.4K +500 +5%
EOJOAM
674
E. Ohman J:or Asset Management
Sweden
$447K
NYLIM
675
New York Life Investment Management
New York
$437K -$27.1K -700 -6%