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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1326
Empirical Wealth Management
Washington
$340K +$34.3K +491 +11%
PGA
1327
Portland Global Advisors
Maine
$339K – – –
EGM
1328
Engineers Gate Manager
New York
$335K +$338K +4,844 New
DAC
1329
Dividend Assets Capital
South Carolina
$333K +$1.26K +18 +0.4%
S
1330
SignatureFD
Georgia
$332K +$199K +2,846 +145%
VHAM
1331
Van Hulzen Asset Management
California
$331K +$334K +4,788 New
MCM
1332
Mengis Capital Management
Oregon
$331K +$335K +4,800 New
RIG
1333
Roosevelt Investment Group
New York
$329K -$50.6K -725 -13%
SCM
1334
Sterneck Capital Management
Missouri
$329K +$3.91K +56 +1%
RDM
1335
Retirement Design & Management
Connecticut
$327K +$331K +4,736 New
FHB
1336
First Hawaiian Bank
Hawaii
$322K -$9.56K -137 -3%
NCIM
1337
New Century Investment Management
Michigan
$322K -$4.26K -61 -1%
CL
1338
CPWM LLC
Washington
$322K +$1.54K +22 +0.5%
LNB
1339
Ledyard National Bank
$322K +$24K +344 +8%
MAP
1340
Managed Asset Portfolios
Michigan
$321K -$1.04M -14,930 -76%
MMPW
1341
Mitchell McLeod Pugh & Williams
Alabama
$320K +$323K +4,630 New
BOS
1342
Bank of Stockton
California
$319K +$62.8K +900 +24%
DCM
1343
Donaldson Capital Management
Indiana
$318K +$322K +4,609 New
PL
1344
Plancorp LLC
Missouri
$315K -$258K -3,690 -45%
WSC
1345
Wellington Shields & Co
New York
$314K -$34.9K -500 -10%
CFA
1346
Carroll Financial Associates
North Carolina
$313K -$433K -6,208 -57%
MFBTD
1347
MB Financial Bank - Trust Department
Illinois
$313K -$61.1K -875 -16%
JWM
1348
Jacobus Wealth Management
Wisconsin
$310K -$14K -200 -4%
VNA
1349
VNBTrust National Association
Virginia
$308K – – –
RFS
1350
Rockefeller Financial Services
New York
$304K -$44.2K -633 -13%