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Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
1926
Mount Yale Investment Advisors
Colorado
$795K -$35.7K -380 -4%
FFC
1927
First Financial Corp
Indiana
$789K -$37.6K -400 -5%
EWF
1928
Epstein & White Financial
California
$786K -$16.9K -180 -2%
WCM
1929
Wedge Capital Management
North Carolina
$783K +$48.9K +520 +7%
CI
1930
Chartist Inc
California
$781K +$1.88K +20 +0.3%
GAM
1931
Gemmer Asset Management
California
$779K +$11.3K +120 +2%
CCMD
1932
Cypress Capital Management (Delaware)
Delaware
$777K +$32K +340 +5%
FPFS
1933
First Personal Financial Services
North Carolina
$777K +$63.9K +680 +10%
NP
1934
NorthRock Partners
Minnesota
$776K +$20.7K +220 +3%
MLFP
1935
MPS Loria Financial Planners
Illinois
$775K -$45.1K -480 -6%
SWK
1936
Stephen W. Kidder
$771K +$18.8K +200 +3%
AF
1937
Affiance Financial
Minnesota
$767K -$16.9K -180 -2%
WI
1938
WrapManager Inc
California
$767K +$16.9K +180 +2%
SIC
1939
Shoker Investment Counsel
Ohio
$767K +$18.8K +200 +3%
LFG
1940
Larson Financial Group
Missouri
$765K -$235K -2,500 -25%
IIC
1941
Integrated Investment Consultants
Michigan
$765K -$97.8K -1,040 -12%
JAM
1942
Jupiter Asset Management
United Kingdom
$763K – – –
JCM
1943
Janney Capital Management
Pennsylvania
$761K +$60.2K +640 +9%
CIC
1944
Crawford Investment Counsel
Georgia
$761K +$79K +840 +12%
BHBT
1945
Burke & Herbert Bank & Trust
Virginia
$759K – – –
FFBTD
1946
First Financial Bank - Trust Division
Ohio
$753K -$37.6K -400 -5%
BCM
1947
Boltwood Capital Management
California
$751K – – –
CA
1948
Crewe Advisors
Utah
$747K +$33.9K +360 +5%
CMP
1949
Courage Miller Partners
Virginia
$745K – – –
CCM
1950
Cribstone Capital Management
Maine
$745K +$26.3K +280 +4%
76 77
78
79 80