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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1101
Sentry Investment Management
Wisconsin
$833K +$40.9K +197 +5%
GP
1102
Girard Partners
Pennsylvania
$831K -$293K -1,409 -26%
DLA
1103
Douglas Lane & Associates
New York
$830K +$37.6K +181 +5%
EIM
1104
Essex Investment Management
Massachusetts
$830K +$812K +3,908 New
IA
1105
Insight Advisors
Pennsylvania
$830K +$145K +699 +22%
WP
1106
WealthSource Partners
California
$830K -$12.7K -61 -2%
PAM
1107
Paradigm Asset Management
New York
$828K – – –
SC
1108
Stephens Consulting
Michigan
$827K -$382K -1,839 -32%
FLPIM
1109
F.L. Putnam Investment Management
Massachusetts
$826K +$167K +803 +26%
BCM
1110
Boltwood Capital Management
California
$825K +$50.7K +244 +7%
FSC
1111
Full Sail Capital
Oklahoma
$825K +$23.7K +114 +3%
AMC
1112
Asset Management Corp
Illinois
$823K -$104K -500 -11%
PCG
1113
Prosperity Consulting Group
Maryland
$822K -$4.57K -22 -0.6%
CA
1114
Carson Advisory
Georgia
$820K +$195K +940 +32%
CIC
1115
Carnegie Investment Counsel
Ohio
$818K -$54.4K -262 -6%
AIM
1116
Acropolis Investment Management
Missouri
$817K -$8.31K -40 -1%
TCOV
1117
Trust Company of Vermont
Vermont
$817K +$56.5K +272 +8%
WAAG
1118
Wealth Alliance Advisory Group
Kansas
$816K +$15.6K +75 +2%
GSB
1119
Greenfield Savings Bank
Massachusetts
$815K -$11.8K -57 -1%
CIA
1120
Citadel Investment Advisory
Ohio
$814K – – –
RG
1121
Rathbones Group
United Kingdom
$811K -$286K -1,377 -27%
GL
1122
Graypoint LLC
New York
$808K +$451K +2,169 +133%
FNT
1123
First National Trust
Pennsylvania
$807K -$22.9K -110 -3%
MA
1124
MKT Advisors
California
$806K -$3.95K -19 -0.5%
BAM
1125
Byrne Asset Management
New Jersey
$805K -$59.6K -287 -7%
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