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Name Holding Trade Value Shares
Change
Change in
Stake
IMS
651
Index Management Solutions
Pennsylvania
$100K +$24K +240 +33%
JIC
652
Joel Isaacson & Co
New York
$95K
TIM
653
Tortoise Investment Management
New York
$94K
GIS
654
Guardian Investor Services
New York
$93K -$2.2K -22 -2%
RFA
655
Reilly Financial Advisors
California
$85K -$13.2K -132 -14%
MCM
656
Manchester Capital Management
Vermont
$85K
MCA
657
Mercer Capital Advisers
New Jersey
$85K +$81.6K +816 New
BC
658
Bartlett & Co
Ohio
$84K
RNS
659
Robert N. Shapiro
$84K +$3.8K +38 +5%
FCCM
660
First City Capital Management
Georgia
$82.3K
CFA
661
CT Financial Advisors
Pennsylvania
$79.8K +$76.6K +766 New
KT
662
Kanaly Trust
Texas
$78K
GLI
663
Guardian Life Insurance
New York
$77K +$1K +10 +1%
CFS
664
Commonwealth Financial Services
West Virginia
$70K +$67.3K +673 New
IC
665
Intersect Capital
California
$65K +$62.2K +622 New
TFO
666
Tarbox Family Office
California
$64K
FAM
667
Formidable Asset Management
Ohio
$63K
SAC
668
Smith Affiliated Capital
New York
$62.5K
SC
669
Searle & Co
Connecticut
$62K +$60K +600 New
AF
670
Arrow Financial
New York
$60K -$7.5K -75 -12%
MAM
671
Mizuho Asset Management
Japan
$54K
Fuller & Thaler Asset Management
672
Fuller & Thaler Asset Management
California
$52K -$110K -1,100 -69%
SAMC
673
Shinko Asset Management Company
Japan
$52K
VCM
674
Vigilant Capital Management
Maine
$52K +$10K +100 +25%
JFGIW
675
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$50K -$15K -150 -24%