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Broadridge
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Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
226
Financial Architects (New Jersey)
New Jersey
$82K +$79.3K +3,083 New
FLC
227
Francis L. Coolidge
$78K +$75.9K +2,950 New
WIL
228
Winifred I. Li
$75K +$73.1K +2,840 New
RFA
229
Reilly Financial Advisors
California
$64K +$61.4K +2,385 New
HCC
230
Hirtle Callaghan & Co
Pennsylvania
$56K +$53.7K +2,086 New
MA
231
MUFG Americas
New York
$54K +$52K +2,020 New
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$48K +$46.6K +1,811 New
Canada Pension Plan Investment Board
233
Canada Pension Plan Investment Board
Ontario, Canada
$45K +$43.7K +1,700 New
Bessemer Group
234
Bessemer Group
New Jersey
$34K +$32.2K +1,250 New
TCOV
235
Trust Company of Vermont
Vermont
$32K +$30.4K +1,181 New
MFS
236
MSI Financial Services
Massachusetts
$32K +$30.6K +1,190 New
SF
237
Synovus Financial
Georgia
$29K +$28.3K +1,100 New
PSUF
238
People's United Financial
Connecticut
$28K +$26.9K +1,047 New
WTC
239
WhitTier Trust Company
Nevada
$28K +$27.2K +1,056 New
QBFM
240
QS Batterymarch Financial Management
New York
$27K +$25.5K +990 New
OMCS
241
Old Mutual Customised Solutions
South Africa
$27K +$25.7K +1,000 New
Creative Planning
242
Creative Planning
Kansas
$27K +$26.2K +1,017 New
AW
243
Alpha Windward
Massachusetts
$23K +$22.5K +876 New
LTFS
244
Ladenburg Thalmann Financial Services
Florida
$22K +$21.6K +838 New
WOC
245
West Oak Capital
California
$21.3K +$20.6K +800 New
BTS
246
BB&T Securities
Virginia
$18.1K +$1.75M +67,930 New
FNBT
247
FineMark National Bank & Trust
Florida
$18K +$16.6K +644 New
ST
248
Stifel Trust
Missouri
$14K +$12.9K +500 New
TRCT
249
Tower Research Capital (TRC)
New York
$13K +$12.9K +500 New
WRM
250
Westport Resources Management
Connecticut
$11K +$10.3K +400 New
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