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Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
201
Luther King Capital Management (LKCM)
Texas
$155K
JIC
202
Johnson Investment Counsel
Ohio
$148K
BC
203
Bartlett & Co
Ohio
$146K
GH
204
GAM Holding
Switzerland
$142K -$13.1K -800 -7%
CA
205
Cullinan Associates
Kentucky
$141K
RHBC
206
R.H. Bluestein & Co
Michigan
$141K
First Manhattan
207
First Manhattan
New York
$125K
HIIFS
208
Harel Insurance Investments & Financial Services
Israel
$119K +$138K +8,437 New
DAM
209
Delta Asset Management
Tennessee
$112K
IA
210
IFP Advisors
Florida
$108K +$126K +7,696 New
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$102K -$6.77K -415 -5%
MFS
212
MSI Financial Services
Massachusetts
$102K +$91.3K +5,594 +330%
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$90K
BWA
214
Burt Wealth Advisors
Maryland
$87K
HI
215
Handelsinvest Investeringsforvaltning
Denmark
$80K +$93K +5,700 New
DA
216
Dunvegan Associates
California
$79K -$7.46K -457 -8%
MWP
217
MYCIO Wealth Partners
Pennsylvania
$59K -$490 -30 -0.7%
EP
218
Edinburgh Partners
United Kingdom
$58K
TCM
219
Tradewinds Capital Management
Washington
$54K -$39.2K -2,400 -38%
ACM
220
Armbruster Capital Management
New York
$51K +$58.8K +3,600 New
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$48K -$26.4K -1,618 -32%
IR
222
Invictus RG
Bermuda
$44K +$51.1K +3,128 New
OC
223
Oakworth Capital
Alabama
$42K
DVM
224
Dreman Value Management
Florida
$41K -$782K -47,937 -94%
WTC
225
WhitTier Trust Company
Nevada
$41K