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Name Holding Trade Value Shares
Change 		Change in
Stake
ZAM
2101
Zevin Asset Management
Massachusetts
$918K -$20K -704 -2%
LIM
2102
Lathrop Investment Management
Arkansas
$917K -$898K -31,684 -50%
SAM
2103
Summit Asset Management
Tennessee
$916K -$5.78K -204 -0.6%
APSP
2104
Asset Planning Services (Pennsylvania)
Pennsylvania
$910K +$2.72K +96 +0.3%
HJMC
2105
Hellman Jordan Management Company
Massachusetts
$902K -$598K -21,104 -40%
GAM
2106
Gould Asset Management
California
$900K -$54.9K -1,936 -6%
GAM
2107
Gemmer Asset Management
California
$899K +$49.2K +1,736 +6%
WIM
2108
Weitz Investment Management
Nebraska
$897K -$475K -16,756 -35%
FAN
2109
Financial Advisors Network
California
$893K +$831K +29,328 New
HS
2110
Huntington Steele
Pennsylvania
$881K +$11.8K +416 +1%
VNA
2111
VNBTrust National Association
Virginia
$878K -$31.2K -1,100 -4%
ACM
2112
Argent Capital Management
Missouri
$873K -$17K -600 -2%
DAM
2113
Delta Asset Management
Tennessee
$873K +$19.8K +700 +2%
GMA
2114
Goldstein Munger & Associates
California
$872K – – –
BHTS
2115
Bar Harbor Trust Services
Maine
$870K -$5.33K -188 -0.6%
KM
2116
Kalos Management
Georgia
$869K -$216K -7,616 -20%
ANTB
2117
AMG National Trust Bank
Colorado
$869K +$45.8K +1,616 +6%
QIM
2118
Quantitative Investment Management
Virginia
$868K -$46.9M -1,654,400 -98%
NFG
2119
Noven Financial Group
Colorado
$857K -$853K -30,092 -50%
MPIA
2120
Mountain Pacific Investment Advisers
Idaho
$856K +$82.2K +2,900 +11%
WCM
2121
Windsor Capital Management
Arizona
$851K -$46.8K -1,652 -5%
DAC
2122
Dividend Assets Capital
South Carolina
$844K +$83.1K +2,932 +11%
HCM
2123
HMS Capital Management
Tennessee
$843K -$120K -4,216 -13%
BWM
2124
Baystate Wealth Management
Massachusetts
$843K -$26.9K -948 -3%
FFS
2125
Founders Financial Securities
Maryland
$831K -$91.4K -3,224 -10%
83 84
85
86 87