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Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
1351
Clifford Swan Investment Counsel
California
$331K +$49.9K +510 +18%
MI
1352
Montage Investments
Kansas
$330K +$331K +3,377 New
KSA
1353
Ken Stern & Associates
California
$328K +$329K +3,357 New
CIP
1354
Convergence Investment Partners
Florida
$325K -$4M -40,882 -92%
FBFS
1355
First Business Financial Services
Wisconsin
$325K -$83.6K -854 -20%
ADL
1356
Asset Dedication LLC
California
$324K +$325K +3,316 New
PIA
1357
Peachtree Investment Advisors
Georgia
$323K -$14.7K -150 -4%
ALA
1358
Atherton Lane Advisers
California
$323K – – –
KL
1359
KWMG LLC
Kansas
$323K +$95.1K +971 +42%
LC
1360
Lourd Capital
California
$320K -$10.8K -110 -3%
WCM
1361
Wunderlich Capital Managemnt
Tennessee
$319K +$320K +3,264 New
SFM
1362
Signature Financial Management
Virginia
$317K – – –
EFSCE
1363
Enterprise Financial Services Corp (EFSC)
Missouri
$317K +$30.9K +316 +11%
JMFC
1364
J.M. Forbes & Co
Massachusetts
$316K -$3.92K -40 -1%
NEPPG
1365
New England Professional Planning Group
Rhode Island
$314K +$20K +204 +7%
PI
1366
Pettee Investors
Connecticut
$308K +$39.2K +400 +15%
SAMC
1367
Shinko Asset Management Company
Japan
$304K -$5.49K -56 -2%
JWM
1368
Jacobus Wealth Management
Wisconsin
$304K +$63.4K +647 +26%
MCM
1369
McRae Capital Management
New Jersey
$303K – – –
AW
1370
Alpha Windward
Massachusetts
$299K -$449K -4,582 -60%
AIA
1371
Affinity Investment Advisors
California
$298K -$8.81K -90 -3%
FI
1372
FormulaFolio Investments
Michigan
$298K – – –
SIM
1373
SSI Investment Management
California
$296K – – –
FFA
1374
First Foundation Advisors
California
$296K +$297K +3,032 New
BFM
1375
Boothbay Fund Management
New York
$295K +$295K +3,017 New
53 54
55
56 57