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Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
1576
Kelleher Financial Advisors
New York
$681K +$218K +1,713 +46%
NCM
1577
Novare Capital Management
North Carolina
$680K -$21.2K -167 -3%
LCM
1578
LVM Capital Management
Michigan
$677K -$18.8K -148 -3%
CG
1579
Colony Group
Massachusetts
$672K +$36.8K +289 +6%
MIAN
1580
Mariner Independent Advisor Network
Kansas
$668K +$675K +5,306 New
GWI
1581
Grace & White Inc
New York
$668K – – –
TC
1582
Telemus Capital
Michigan
$666K -$45.8K -360 -6%
CWM
1583
Cabot Wealth Management
Massachusetts
$666K -$21.4K -168 -3%
CA
1584
Corrado Advisors
New Jersey
$664K +$5.34K +42 +0.8%
LK
1585
Lumbard & Kellner
New Hampshire
$659K +$17.8K +140 +3%
MIH
1586
Madison Investment Holdings
Wisconsin
$656K -$42.5K -334 -6%
MG
1587
MDE Group
New Jersey
$656K -$36.6K -288 -5%
EI
1588
EDMP Inc
Florida
$655K +$95.5K +751 +17%
PHAM
1589
Palisades Hudson Asset Management
Florida
$646K -$5.09K -40 -0.8%
EWA
1590
EP Wealth Advisors
California
$645K -$28.4K -223 -4%
SCA
1591
Salient Capital Advisors
Texas
$644K +$382 +3 +0.1%
B
1592
Bailard
California
$641K -$188K -1,478 -23%
HTHT
1593
Hemenway Trust Hemenway Trust
New Hampshire
$636K -$5.21K -41 -0.8%
MBT
1594
Monroe Bank & Trust
Michigan
$633K -$5.98K -47 -0.9%
BCM
1595
Bourgeon Capital Management
Connecticut
$620K +$626K +4,922 New
ERIM
1596
Eagle Ridge Investment Management
Connecticut
$619K -$52.7K -414 -8%
GIP
1597
Granite Investment Partners
California
$617K – – –
TCOTO
1598
Trust Company of the Ozarks
Missouri
$616K -$9.79K -77 -2%
BA
1599
Broadview Advisors
Wisconsin
$616K -$2.67K -21 -0.4%
MPM
1600
Meritage Portfolio Management
Kansas
$612K +$76.4K +601 +14%
62 63
64
65 66