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Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
1301
Prospera Financial Services
Texas
$536K -$8.4K -66 -2%
PMFA
1302
Plante Moran Financial Advisors
Michigan
$535K -$1.4K -11 -0.3%
AA
1303
Ancora Advisors
Ohio
$534K +$19.3K +152 +4%
WIC
1304
Woodmont Investment Counsel
Tennessee
$534K +$31.8K +250 +7%
CAI
1305
Capital Advisors Inc
Oklahoma
$532K +$3.31K +26 +0.7%
EDRS
1306
Edmond de Rothschild (Suisse)
Switzerland
$530K +$33.2K +261 +7%
IAM
1307
Integre Asset Management
New York
$529K – – –
LOT
1308
Lombard Odier Transatlantic
Quebec, Canada
$529K – – –
I
1309
IberiaBank
Louisiana
$524K +$65.8K +517 +15%
MWM
1310
Mission Wealth Management
California
$523K +$70.9K +557 +16%
AP
1311
AHL Partners
United Kingdom
$521K -$284K -2,230 -36%
QCG
1312
Quadrant Capital Group
Ohio
$521K +$61.5K +483 +14%
OC
1313
Oarsman Capital
Wisconsin
$519K -$21K -165 -4%
PAA
1314
Peregrine Asset Advisers
Oregon
$518K -$63.6K -500 -11%
MHS
1315
M Holdings Securities
Oregon
$517K +$8.52K +67 +2%
FBFS
1316
First Business Financial Services
Wisconsin
$516K -$14.3K -112 -3%
BCM
1317
Bourgeon Capital Management
Connecticut
$516K – – –
RCM
1318
Rotella Capital Management
Washington
$514K -$1.01M -7,941 -67%
UBWV
1319
United Bank (West Virginia)
West Virginia
$514K +$138K +1,086 +39%
GW
1320
GW & Wade
Massachusetts
$513K -$59.7K -469 -11%
SCA
1321
Salient Capital Advisors
Texas
$513K -$3.82K -30 -0.8%
OIA
1322
Optimum Investment Advisors
Illinois
$511K +$254 +2 +0.1%
BCM
1323
Boltwood Capital Management
California
$509K – – –
HCM
1324
Harvest Capital Management
New Hampshire
$507K +$161K +1,265 +49%
SGK
1325
Steigerwald Gordon & Koch
Virginia
$506K +$1.27K +10 +0.3%
51 52
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