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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1201
Cornerstone Capital
California
$1.73M +$52K +430 +3%
JMFC
1202
J.M. Forbes & Co
Massachusetts
$1.73M +$455K +3,768 +38%
DAC
1203
Dividend Assets Capital
South Carolina
$1.72M -$57.2K -473 -3%
SA
1204
Strategic Advisors
New York
$1.72M +$190K +1,572 +13%
1IA
1205
1834 Investment Advisors
Wisconsin
$1.72M +$63.5K +525 +4%
CW
1206
Cabot-Wellington
Massachusetts
$1.72M -$30.2K -250 -2%
FCH
1207
Freestone Capital Holdings
Washington
$1.71M +$62.9K +520 +4%
FPA
1208
Fieldpoint Private Advisors
New York
$1.7M – – –
IIM
1209
Intact Investment Management
Quebec, Canada
$1.7M +$471K +3,900 +40%
ICAS
1210
Investors Capital Advisory Services
Massachusetts
$1.69M -$8.22K -68 -0.5%
LPC
1211
Loeb Partners Corp
New York
$1.69M +$145K +1,200 +10%
TIA
1212
Trust Investment Advisors
Indiana
$1.69M +$1.63M +13,489 New
CASB
1213
Cape Ann Savings Bank
Massachusetts
$1.68M -$137K -1,133 -8%
AB
1214
Atlas Brown
Kentucky
$1.68M +$64.8K +536 +4%
LA
1215
Lau Associates
Delaware
$1.68M – – –
SFT
1216
Simmons First Trust
Arkansas
$1.67M -$337K -2,788 -17%
EI
1217
Excelsia Inc
Georgia
$1.66M -$272K -2,250 -15%
IFB
1218
iAB Financial Bank
Indiana
$1.66M +$18.1K +150 +1%
RC
1219
Roundview Capital
New Jersey
$1.66M +$74K +612 +5%
OWP
1220
Obermeyer Wealth Partners
Colorado
$1.65M – – –
FAM
1221
Formidable Asset Management
Ohio
$1.65M -$68.9K -570 -4%
HC
1222
Hendley & Co
Ohio
$1.64M +$45.9K +380 +3%
PMFA
1223
Plante Moran Financial Advisors
Michigan
$1.63M +$156K +1,293 +11%
LNC
1224
Lincoln National Corp
Pennsylvania
$1.63M +$1.59M +13,119 New
JAM
1225
Jolley Asset Management
North Carolina
$1.63M +$6.17K +51 +0.4%
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