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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
701
Boston Family Office
Massachusetts
$208K – – –
CM
702
Castleark Management
Illinois
$208K – – –
PIM
703
Parasol Investment Management
Illinois
$208K – – –
GP
704
Girard Partners
Pennsylvania
$208K +$211K +1,500 New
RMDI
705
R.M. Davis Inc
Maine
$204K – – –
PMG
706
ProVise Management Group
Florida
$202K +$205K +1,458 New
EI
707
EDMP Inc
Florida
$201K +$204K +1,450 New
AIM
708
Assured Investment Management
New York
$200K +$204K +1,444 New
LWM
709
Lenox Wealth Management
Ohio
$194K -$16.1K -114 -8%
KTC
710
Kistler-Tiffany Companies
Pennsylvania
$182K – – –
ARMT
711
Amica Retiree Medical Trust
Rhode Island
$177K – – –
OIA
712
Optimum Investment Advisors
Illinois
$169K – – –
SC
713
SRB Corp
Massachusetts
$165K +$27.2K +193 +19%
MAM
714
Mizuho Asset Management
Japan
$165K +$62.4K +443 +59%
W
715
Wealthfront
California
$161K -$4.79K -34 -3%
GIS
716
Guardian Investor Services
New York
$161K -$2.4K -17 -1%
FCCM
717
First City Capital Management
Georgia
$157K +$21.1K +150 +15%
KT
718
Kanaly Trust
Texas
$153K -$2.25K -16 -1%
FI
719
FCM Investments
Texas
$153K – – –
WG
720
Welch Group
Alabama
$153K – – –
PCM
721
Prelude Capital Management
New York
$153K +$155K +1,100 New
AIM
722
Advantage Investment Management
Iowa
$148K -$5.07K -36 -3%
AB
723
Atlas Brown
Kentucky
$140K -$17.6K -125 -11%
KPCM
724
Kings Point Capital Management
New York
$139K +$846 +6 +0.6%
OAM
725
Orinda Asset Management
California
$137K -$76.5K -543 -36%