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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
701
Wallington Asset Management
Indiana
$216K – – –
WT
702
Whittier Trust
California
$215K – – –
SSWM
703
Smith Salley Wealth Management
North Carolina
$212K – – –
WIS
704
Wright Investors Service
Connecticut
$211K -$69.6K -460 -25%
GAM
705
Gould Asset Management
California
$210K – – –
PSI
706
Pinnacle Summer Investments
Virginia
$210K +$176K +1,161 +496%
NFG
707
Next Financial Group
Texas
$209K +$224K +1,478 New
BT
708
Bankers Trust
Iowa
$206K +$202K +1,335 New
KTC
709
Kistler-Tiffany Companies
Pennsylvania
$203K – – –
GVT
710
Genesee Valley Trust
New York
$202K -$117K -772 -37%
IMS
711
Index Management Solutions
Pennsylvania
$202K +$98.3K +650 +99%
EVM
712
Eaton Vance Management
Massachusetts
$202K +$197K +1,303 New
Fuller & Thaler Asset Management
713
Fuller & Thaler Asset Management
California
$201K – – –
MCWS
714
McKinley Carter Wealth Services
West Virginia
$201K +$197K +1,300 New
SCM
715
Shelton Capital Management
Colorado
$201K +$197K +1,302 New
SIM
716
SSI Investment Management
California
$200K +$197K +1,300 New
GIS
717
Guardian Investor Services
New York
$199K -$7.87K -52 -4%
ARMT
718
Amica Retiree Medical Trust
Rhode Island
$197K – – –
CBT
719
Central Bank & Trust
Kentucky
$183K – – –
KT
720
Kanaly Trust
Texas
$177K +$9.08K +60 +6%
FQ
721
First Quadrant
California
$173K – – –
FI
722
FCM Investments
Texas
$170K – – –
WG
723
Welch Group
Alabama
$170K – – –
KPCM
724
Kings Point Capital Management
New York
$154K – – –
GLI
725
Guardian Life Insurance
New York
$152K – – –