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Name Holding Trade Value Shares
Change 		Change in
Stake
JMFC
1301
J.M. Forbes & Co
Massachusetts
$620K +$19.8K +150 +3%
AA
1302
Ancora Advisors
Ohio
$614K +$102K +768 +19%
SAM
1303
SignalPoint Asset Management
Missouri
$609K – – –
CBA
1304
Coastal Bridge Advisors
Connecticut
$609K +$76.3K +577 +14%
GLI
1305
Guardian Life Insurance
New York
$607K +$8.46K +64 +1%
HA
1306
Halsey Associates
Connecticut
$606K -$7.93K -60 -1%
HHC
1307
Hutchin Hill Capital
New York
$600K +$621K +4,700 New
SIM
1308
SSI Investment Management
California
$597K +$11.2K +85 +2%
MC
1309
Maverick Capital
Texas
$592K +$87.3K +660 +17%
FIB
1310
First Interstate Bank
Montana
$587K -$6.61K -50 -1%
DMC
1311
Drexel Morgan & Co
Pennsylvania
$586K – – –
PCA
1312
Personal Capital Advisors
California
$584K +$156K +1,176 +35%
PFA
1313
Pure Financial Advisors
California
$580K -$6.61K -50 -1%
QCG
1314
Quadrant Capital Group
Ohio
$580K +$39K +295 +7%
BBI
1315
Baxter Bros Inc
Connecticut
$579K +$599K +4,531 New
KA
1316
Kovack Advisors
Florida
$578K +$61K +461 +11%
AIM
1317
Arcadia Investment Management
Michigan
$575K – – –
FFBTD
1318
First Financial Bank - Trust Division
Ohio
$570K +$5.69K +43 +1%
TG
1319
TLP Group
Illinois
$568K -$32.9K -249 -5%
BG
1320
Bollard Group
Massachusetts
$568K +$661 +5 +0.1%
NIMI
1321
Natixis Investment Managers International
France
$565K -$809K -6,116 -58%
CPA
1322
Capital Planning Advisors
California
$565K – – –
BFC
1323
Blue Fin Capital
Rhode Island
$564K – – –
MSFP
1324
Mark Sheptoff Financial Planning
Connecticut
$562K +$86K +650 +17%
FDCC
1325
Foster Dykema Cabot & Co
Massachusetts
$559K -$14.5K -110 -2%
51 52
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