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Name Holding Trade Value Shares
Change
Change in
Stake
GT
1326
Greenleaf Trust
Michigan
$620K +$596K +4,624 New
AZA
1327
Arthur Zaske & Associates
Michigan
$617K – – –
FC
1328
Fayerweather Charles
$613K -$232K -1,800 -28%
PFA
1329
Pure Financial Advisors
California
$613K -$30.5K -237 -5%
CBU
1330
CIBC Bank USA
Illinois
$609K -$33.1K -257 -5%
BW
1331
Biegel & Waller
Maryland
$609K +$567K +4,397 New
SIM
1332
SSI Investment Management
California
$607K -$12.6K -98 -2%
1GA
1333
1st Global Advisors
Texas
$606K -$1M -7,769 -63%
MAM
1334
Mark Asset Management
New York
$603K – – –
DMC
1335
Drexel Morgan & Co
Pennsylvania
$602K – – –
AW
1336
Alpha Windward
Massachusetts
$600K +$30.7K +238 +6%
BG
1337
Bollard Group
Massachusetts
$598K +$644 +5 +0.1%
Koshinski Asset Management
1338
Koshinski Asset Management
Illinois
$596K +$16.2K +126 +3%
MFIMFI
1339
Mesirow Financial Investment Management - Fixed Income
Illinois
$593K -$282K -2,190 -33%
VDI
1340
Vaughan David Investments
Illinois
$593K -$142K -1,100 -20%
AMM
1341
American Money Management
California
$592K +$10.3K +80 +2%
MSFP
1342
Mark Sheptoff Financial Planning
Connecticut
$590K – – –
SQA
1343
Simon Quick Advisors
New Jersey
$590K +$568K +4,403 New
FDCC
1344
Foster Dykema Cabot & Co
Massachusetts
$587K – – –
HCM
1345
Hall Capital Management
Rhode Island
$587K +$564K +4,378 New
SAM
1346
Strategy Asset Managers
California
$586K +$9.67K +75 +2%
BMCM
1347
Bryn Mawr Capital Management
Pennsylvania
$582K +$560K +4,344 New
PFO
1348
Pathstone Family Office
New Jersey
$579K +$382K +2,962 +219%
CFA
1349
Camarda Financial Advisors
Florida
$578K +$41.6K +323 +8%
CWA
1350
Cypress Wealth Advisors
California
$575K +$35.4K +275 +7%