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Name Holding Trade Value Shares
Change
Change in
Stake
ZAM
1001
Zevin Asset Management
Massachusetts
$578K
LBC
1002
Lawrence B. Cohen
$578K +$11.2K +70 +2%
AIC
1003
Atlantic Investment Company
Georgia
$565K
CPP
1004
Crow Point Partners
Massachusetts
$564K +$36K +225 +7%
SWM
1005
SVA Wealth Management
Wisconsin
$559K +$4.49K +28 +0.8%
SFM
1006
Signet Financial Management
New Jersey
$555K -$3.04K -19 -0.5%
DMC
1007
Drexel Morgan & Co
Pennsylvania
$554K -$96.4K -602 -14%
KB
1008
Kimelman & Baird
New York
$553K +$96.1K +600 +20%
HHGA
1009
Halbert Hargrove Global Advisors
California
$551K -$25.6K -160 -4%
DA
1010
Dillon & Associates
Michigan
$551K
1SB
1011
1ST Source Bank
Indiana
$550K -$13K -81 -2%
PCM
1012
Perritt Capital Management
Illinois
$546K -$30.4K -190 -5%
ACM
1013
Apex Capital Management
Ohio
$543K
C
1014
CFO4Life
Texas
$543K +$961 +6 +0.2%
NFC
1015
Northeast Financial Consultants
Connecticut
$541K
NL
1016
NWAM LLC
Washington
$541K +$75.3K +470 +13%
BLAM
1017
Bourne Lent Asset Management
New York
$538K -$40K -250 -7%
DP
1018
Dearborn Partners
Illinois
$537K -$256K -1,600 -31%
RIM
1019
Regent Investment Management
Kentucky
$537K
KIG
1020
Kovitz Investment Group
Illinois
$534K
WA
1021
Wheatland Advisors
Pennsylvania
$522K -$8.01K -50 -1%
ECAM
1022
East Coast Asset Management
Massachusetts
$522K
SWA
1023
SFMG Wealth Advisors
Texas
$522K +$19.5K +122 +4%
AAS
1024
Annex Advisory Services
Wisconsin
$522K +$136K +847 +33%
SCA
1025
Secor Capital Advisors
New York
$522K +$544K +3,397 New