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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1226
Mathes Company
New York
$461K – – –
KFA
1227
Kays Financial Advisory
Georgia
$454K +$27K +264 +7%
LNB
1228
Ledyard National Bank
$452K +$189K +1,850 +75%
TF
1229
Tompkins Financial
New York
$446K – – –
PIM
1230
Progressive Investment Management
Oregon
$446K +$435K +4,254 New
CFA
1231
Carroll Financial Associates
North Carolina
$445K +$103K +1,009 +31%
SCM
1232
SKBA Capital Management
California
$440K -$71.5K -700 -14%
MCWS
1233
McKinley Carter Wealth Services
West Virginia
$439K -$71.3K -698 -14%
SSG
1234
Summit Securities Group
New York
$438K +$396K +3,872 +1,291%
PP
1235
Palladium Partners
Virginia
$436K -$20.4K -200 -5%
FBFS
1236
First Business Financial Services
Wisconsin
$436K +$42.2K +413 +11%
FA
1237
Fagan Associates
New York
$436K +$195K +1,905 +84%
FWM
1238
Frontier Wealth Management
Missouri
$428K +$95.5K +935 +30%
MSR
1239
Main Street Research
Connecticut
$424K +$20.4K +200 +5%
BA
1240
Birinyi Associates
Connecticut
$422K -$102K -1,000 -20%
HCC
1241
Hirtle Callaghan & Co
Pennsylvania
$417K +$406K +3,977 New
VCAM
1242
Van Cleef Asset Management
Ohio
$414K – – –
GWM
1243
Gupta Wealth Management
California
$413K +$107K +1,046 +36%
FA
1244
FMA Advisory
Pennsylvania
$413K +$402K +3,936 New
OFS
1245
Orrstown Financial Services
Pennsylvania
$411K +$50.7K +496 +14%
SS
1246
Simplicity Solutions
Minnesota
$409K +$398K +3,899 New
UOC
1247
UBS O'Connor
Illinois
$405K +$395K +3,864 New
AA
1248
Alesco Advisors
New York
$403K +$393K +3,846 New
GT
1249
Greenleaf Trust
Michigan
$402K +$45.8K +448 +13%
QSS
1250
Quantitative Systematic Strategies
Florida
$400K +$390K +3,816 New
48 49
50
51 52