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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1326
Sterneck Capital Management
Missouri
$329K +$3.91K +56 +1%
RDM
1327
Retirement Design & Management
Connecticut
$327K +$331K +4,736 New
FHB
1328
First Hawaiian Bank
Hawaii
$322K -$9.56K -137 -3%
NCIM
1329
New Century Investment Management
Michigan
$322K -$4.26K -61 -1%
CL
1330
CPWM LLC
Washington
$322K +$1.54K +22 +0.5%
LNB
1331
Ledyard National Bank
$322K +$24K +344 +8%
MAP
1332
Managed Asset Portfolios
Michigan
$321K -$1.04M -14,930 -76%
MMPW
1333
Mitchell McLeod Pugh & Williams
Alabama
$320K +$323K +4,630 New
BOS
1334
Bank of Stockton
California
$319K +$62.8K +900 +24%
DCM
1335
Donaldson Capital Management
Indiana
$318K +$322K +4,609 New
PL
1336
Plancorp LLC
Missouri
$315K -$258K -3,690 -45%
WSC
1337
Wellington Shields & Co
New York
$314K -$34.9K -500 -10%
CFA
1338
Carroll Financial Associates
North Carolina
$313K -$433K -6,208 -57%
MFBTD
1339
MB Financial Bank - Trust Department
Illinois
$313K -$429K -6,144 -58%
JWM
1340
Jacobus Wealth Management
Wisconsin
$310K -$14K -200 -4%
VNA
1341
VNBTrust National Association
Virginia
$308K
RFS
1342
Rockefeller Financial Services
New York
$304K -$44.2K -633 -13%
Financial Engines Advisors
1343
Financial Engines Advisors
California
$303K +$27.2K +389 +10%
EIA
1344
Edgemoor Investment Advisors
Maryland
$300K -$34.9K -500 -10%
RMCM
1345
Reynders McVeigh Capital Management
Massachusetts
$296K -$32.2K -462 -10%
QIM
1346
Quantitative Investment Management
Virginia
$296K +$300K +4,300 New
KWMG
1347
King Wealth Management Group
Florida
$295K +$74.7K +1,070 +33%
MWM
1348
Modera Wealth Management
New Jersey
$294K -$15.9K -228 -5%
LNC
1349
Lincoln National Corp
Pennsylvania
$294K +$48.7K +698 +20%
TWA
1350
TCI Wealth Advisors
Arizona
$292K +$15.6K +224 +6%