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Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
1401
Holt Capital Partners
Texas
$797K – – –
AWCI
1402
Alpine Woods Capital Investors
New York
$793K +$451K +3,880 +139%
ECM
1403
EagleClaw Capital Management
Massachusetts
$792K +$774K +6,655 New
AT
1404
Acadia Trust
Maine
$785K +$9.3K +80 +1%
JWM
1405
Jacobus Wealth Management
Wisconsin
$783K -$111K -954 -13%
SAM
1406
Symphony Asset Management
California
$776K -$254K -2,185 -25%
NAM
1407
Needelman Asset Management
California
$774K -$9.3K -80 -1%
ACS
1408
Archford Capital Strategies
Illinois
$771K +$754K +6,481 New
AAMU
1409
Amundi Asset Management US
Massachusetts
$768K -$83M -713,730 -99%
WCF
1410
West Coast Financial
California
$768K +$7.09K +61 +1%
QLMGAA
1411
QS Legg Mason Global Asset Allocation
New York
$765K -$146K -1,255 -16%
SCM
1412
SOL Capital Management
Maryland
$763K -$13.8K -119 -2%
MSFP
1413
Mark Sheptoff Financial Planning
Connecticut
$763K +$746K +6,414 New
PIA
1414
Peachtree Investment Advisors
Georgia
$761K +$930 +8 +0.1%
AW
1415
Alpha Windward
Massachusetts
$759K +$34.3K +295 +5%
ACA
1416
Anchor Capital Advisors
Massachusetts
$750K -$46.5K -400 -6%
WSC
1417
Wellington Shields & Co
New York
$750K +$60K +516 +9%
VCM
1418
Vigilant Capital Management
Maine
$746K +$15.2K +131 +2%
FBT
1419
Founders Bank & Trust
Michigan
$741K +$82.7K +711 +13%
PVH
1420
Psagot Value Holdings
Israel
$736K +$279K +2,400 +63%
MC
1421
Mathes Company
New York
$735K -$2M -17,158 -74%
WC
1422
Woodstock Corp
Massachusetts
$735K -$267K -2,300 -27%
ACP
1423
Aviance Capital Partners
Florida
$733K -$134K -1,155 -16%
BIM
1424
Baldwin Investment Management
Pennsylvania
$732K -$35.8K -308 -5%
UF
1425
Univest Financial
Pennsylvania
$724K -$27.4K -236 -4%
55 56
57
58 59