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Name Holding Trade Value Shares
Change
Change in
Stake
OWP
1526
Obermeyer Wealth Partners
Colorado
$408K – – –
WP
1527
WealthPLAN Partners
Nebraska
$407K +$629K +22,404 New
GD
1528
Grandfield & Dodd
New York
$402K – – –
MRCM
1529
M&R Capital Management
New Jersey
$401K +$91.9K +3,275 +31%
PFC
1530
Phocas Financial Corp
California
$400K – – –
MLL
1531
Moody Lynn & Lieberson
Massachusetts
$399K +$2.33K +83 +0.6%
IIM
1532
Ironwood Investment Management
Massachusetts
$398K +$28 +1 +0%
ECM
1533
EagleClaw Capital Management
Massachusetts
$397K – – –
MWP
1534
MYCIO Wealth Partners
Pennsylvania
$394K +$14.3K +509 +4%
TWA
1535
TCI Wealth Advisors
Arizona
$390K -$1.21K -43 -0.3%
MHIM
1536
MacNealy Hoover Investment Management
Ohio
$389K – – –
FMW
1537
Farr Miller & Washington
District of Columbia
$384K +$113K +4,013 +43%
NBG
1538
Nancy B. Gardiner
$383K – – –
FWSM
1539
First Wilshire Securities Management
California
$380K – – –
KA
1540
Kovack Advisors
Florida
$376K +$47.5K +1,692 +15%
FI
1541
FormulaFolio Investments
Michigan
$374K +$15.8K +562 +5%
CAM
1542
Cacti Asset Management
Georgia
$373K – – –
AMG
1543
Asset Management Group
Connecticut
$372K +$3.14K +112 +0.9%
PCM
1544
Pointe Capital Management
Michigan
$372K +$364K +12,958 New
SAMC
1545
Shinko Asset Management Company
Japan
$369K -$11.3K -404 -3%
ZAM
1546
Zevin Asset Management
Massachusetts
$368K – – –
RWM
1547
Raffa Wealth Management
District of Columbia
$365K -$84.2K -3,000 -19%
FWP
1548
FAS Wealth Partners
Kansas
$364K +$63.9K +2,278 +22%
TC
1549
TradeLink Capital
Illinois
$364K +$356K +12,682 New
ARMC
1550
American Research & Management Company
Massachusetts
$360K – – –