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Name Holding Trade Value Shares
Change 		Change in
Stake
DFIM
1501
Detwiler Fenton Investment Management
Massachusetts
$422K +$448K +4,016 New
EA
1502
Efficient Advisors
Ohio
$421K – – –
AIM
1503
Advantage Investment Management
Iowa
$421K +$26.6K +239 +6%
PSC
1504
Prentiss Smith & Co
Vermont
$420K -$84K -754 -16%
FWP
1505
FAS Wealth Partners
Kansas
$416K -$26.3K -236 -6%
NL
1506
NWAM LLC
Washington
$416K -$4.9K -44 -1%
VNA
1507
VNBTrust National Association
Virginia
$416K -$1.11K -10 -0.3%
BCM
1508
Brookstone Capital Management
Illinois
$411K +$8.47K +76 +2%
KA
1509
Klingman & Associates
New York
$410K – – –
PAA
1510
Peregrine Asset Advisers
Oregon
$408K -$5.57K -50 -1%
ABP
1511
Arthur B. Page
$405K -$95.8K -860 -18%
VCM
1512
Vigilant Capital Management
Maine
$404K -$50.2K -450 -10%
BST
1513
Bath Savings Trust
Maine
$404K +$8.36K +75 +2%
CAMG
1514
CWA Asset Management Group
Florida
$400K +$424K +3,805 New
MC
1515
Montag & Caldwell
Georgia
$399K – – –
ZIC
1516
ZWJ Investment Counsel
Georgia
$396K +$11.8K +106 +3%
HHGA
1517
Halbert Hargrove Global Advisors
California
$395K -$19.4K -174 -4%
RHFI
1518
Reilly Herbert Faulkner III
$393K -$48K -431 -10%
CAM
1519
Concorde Asset Management
Michigan
$392K +$415K +3,727 New
VHAM
1520
Van Hulzen Asset Management
California
$389K +$10.6K +95 +3%
HS
1521
Huntington Steele
Pennsylvania
$388K – – –
SHCM
1522
Stokes & Hubbell Capital Management
Louisiana
$385K +$1.23K +11 +0.3%
SWM
1523
Segment Wealth Management
Texas
$384K -$20.6K -185 -5%
CBTWT
1524
Community Bank & Trust (Waco, Texas)
Texas
$384K +$408K +3,658 New
CRC
1525
Curi RMB Capital
Illinois
$380K +$30.8K +276 +8%
59 60
61
62 63