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Name Holding Trade Value Shares
Change
Change in
Stake
HK
326
Horizon Kinetics
New York
$813K -$148K -4,397 -16%
BAM
327
Barrett Asset Management
New York
$809K -$33.7K -1,000 -4%
CTC
328
Central Trust Company
Missouri
$808K -$1.72M -50,943 -68%
BWM
329
Bernicke Wealth Management
Wisconsin
$807K +$796K +23,611 New
SCM
330
Shelton Capital Management
Colorado
$793K +$177K +5,248 +29%
RBC
331
Ronald Blue & Co
Georgia
$792K +$183K +5,426 +31%
CTA
332
Chesley Taft & Associates
Illinois
$776K -$42.4K -1,257 -5%
WB
333
WesBanco Bank
West Virginia
$767K -$63.3K -1,878 -8%
RG
334
Rathbones Group
United Kingdom
$756K +$50.6K +1,500 +7%
PSC
335
Prentiss Smith & Co
Vermont
$756K +$744K +22,060 +32,441%
CCM
336
Chilton Capital Management
Texas
$755K -$250K -7,409 -25%
AIIMS
337
Analyst IMS Investment Management Services
Israel
$751K +$740K +21,950 New
WOC
338
West Oak Capital
California
$731K +$73.9K +2,193 +11%
CONA
339
Capital One National Association
New York
$722K -$90.4K -2,682 -11%
WSCM
340
Wellington Shields Capital Management
New York
$719K -$327K -9,706 -32%
TSW
341
Thompson Siegel & Walmsley
Virginia
$719K -$149K -4,430 -17%
RHBC
342
R.H. Bluestein & Co
Michigan
$716K -$715K -21,205 -50%
CIC
343
Carnegie Investment Counsel
Ohio
$700K -$32.5K -965 -4%
CCP
344
Clarkston Capital Partners
Michigan
$692K +$36.2K +1,075 +6%
WF
345
Welch & Forbes
Massachusetts
$688K -$18.4K -545 -3%
Asset Management One
346
Asset Management One
Japan
$677K +$246K +7,311 +60%
ICAS
347
Investors Capital Advisory Services
Massachusetts
$676K -$23.8K -706 -3%
SFA
348
Sequoia Financial Advisors
Ohio
$657K -$26.1K -774 -4%
PFSC
349
Peoples Financial Services Corp
Pennsylvania
$654K -$17.1K -508 -3%
MFS
350
MSI Financial Services
Massachusetts
$652K +$118K +3,504 +22%