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Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1301
Blue Fin Capital
Rhode Island
$589K -$92.8K -745 -14%
FBFS
1302
First Business Financial Services
Wisconsin
$589K +$64.1K +514 +13%
GC
1303
Gratus Capital
Georgia
$582K -$68.8K -552 -11%
TCOO
1304
Trust Company of Oklahoma
Oklahoma
$581K +$326K +2,614 +150%
SHCM
1305
Stokes & Hubbell Capital Management
Louisiana
$580K +$17.4K +140 +3%
NPIT
1306
National Penn Investors Trust
Pennsylvania
$579K -$151K -1,209 -22%
PAI
1307
Pittenger & Anderson Inc
Nebraska
$578K -$16.8K -135 -3%
AWM
1308
Altavista Wealth Management
North Carolina
$576K +$10.3K +83 +2%
DWM
1309
Dorchester Wealth Management
Quebec, Canada
$575K – – –
SI
1310
Shaker Investments
Ohio
$574K – – –
IC
1311
Intersect Capital
California
$572K +$238K +1,913 +81%
AWA
1312
ARS Wealth Advisors
Florida
$570K +$374 +3 +0.1%
MAM
1313
Mark Asset Management
New York
$569K – – –
UBWV
1314
United Bank (West Virginia)
West Virginia
$569K +$46.7K +375 +10%
CCA
1315
Cobblestone Capital Advisors
New York
$569K +$57.6K +462 +12%
QCG
1316
Quadrant Capital Group
Ohio
$568K +$38K +305 +8%
IWMPD
1317
Integrated Wealth Management (Palm Desert)
California
$568K +$58.6K +470 +12%
GW
1318
GW & Wade
Massachusetts
$566K +$45.1K +362 +9%
AF
1319
Aldebaran Financial
$564K – – –
CBA
1320
Coastal Bridge Advisors
Connecticut
$559K +$872 +7 +0.2%
SCP
1321
Seizert Capital Partners
Michigan
$557K – – –
FMWA
1322
Forvis Mazars Wealth Advisors
Missouri
$556K +$75.3K +604 +17%
SAM
1323
Strategy Asset Managers
California
$555K – – –
CL
1324
Choreo LLC
Illinois
$553K +$143K +1,151 +38%
DWA
1325
Dorsey Wright & Associates
California
$544K – – –
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