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Name Holding Trade Value Shares
Change
Change in
Stake
State Street
501
State Street
Massachusetts
$203K -$1.18M -9,504 -85%
GD
502
Grandfield & Dodd
New York
$202K – – –
GC
503
Grimes & Company
Massachusetts
$200K – – –
QCMC
504
Quantum Capital Management (California)
California
$200K +$200K +1,607 New
PP
505
Patten & Patten
Tennessee
$200K +$201K +1,609 New
Bessemer Group
506
Bessemer Group
New Jersey
$189K +$82.6K +663 +77%
CAL
507
Capital Analysts LLC
Pennsylvania
$186K +$37.5K +301 +25%
ARMC
508
American Research & Management Company
Massachusetts
$183K +$31.2K +250 +21%
CAL
509
Capital Advisors Ltd
Ohio
$177K +$177K +1,420 New
KTC
510
Kistler-Tiffany Companies
Pennsylvania
$157K +$2.62K +21 +2%
ST
511
Spot Trading
Illinois
$156K +$150K +1,200 +2,449%
WTB
512
Washington Trust Bank
Washington
$150K +$150K +1,207 New
RFS
513
Rockefeller Financial Services
New York
$133K +$130K +1,040 +3,467%
CFA
514
Carroll Financial Associates
North Carolina
$127K +$2.12K +17 +2%
CLOS
515
Compagnie Lombard Odier SCmA
Switzerland
$125K – – –
PAM
516
Paradigm Asset Management
New York
$112K -$62.3K -500 -36%
SCG
517
Strategic Capital Group
Washington
$107K +$107K +860 New
TSW
518
Thompson Siegel & Walmsley
Virginia
$106K -$21.8K -175 -17%
GGPS
519
Gary Goldberg Planning Services
New York
$105K -$24.9K -200 -19%
HIM
520
Hillsdale Investment Management
Ontario, Canada
$100K -$37.4K -300 -27%
PSI
521
Pinnacle Summer Investments
Virginia
$95K – – –
CCM
522
Carderock Capital Management
Maryland
$92K +$91.7K +736 New
LNB
523
Ledyard National Bank
$80K -$24.9K -200 -24%
JFGIW
524
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$79K – – –
PAS
525
Partnervest Advisory Services
California
$77K +$17.6K +141 +29%