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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1401
Wealth Architects
California
$248K +$250K +2,236 New
SRAM
1402
Stone Ridge Asset Management
New York
$244K – – –
NSIM
1403
North Star Investment Management
Illinois
$244K +$11.5K +103 +5%
HIM
1404
Hutchens Investment Management
New Hampshire
$242K – – –
KIM
1405
Karpus Investment Management
New York
$242K – – –
MFS
1406
McNamara Financial Services
Massachusetts
$242K – – –
CCT
1407
Country Club Trust
Missouri
$239K -$11.2K -100 -4%
BOS
1408
Bingham Osborn & Scarborough
California
$239K +$42.7K +381 +21%
ECM
1409
ETrade Capital Management
Virginia
$238K +$5.82K +52 +2%
TSWM
1410
Triangle Securities Wealth Management
North Carolina
$236K -$21.8K -195 -8%
PAS
1411
Partnervest Advisory Services
California
$236K +$238K +2,124 New
PFG
1412
Piershale Financial Group
Illinois
$235K +$3.25K +29 +1%
GIM
1413
Goelzer Investment Management
Indiana
$234K -$11.2K -100 -5%
TFA
1414
Transamerica Financial Advisors
Florida
$232K -$11.8K -105 -5%
OAM
1415
Occidental Asset Management
California
$232K – – –
CFA
1416
Capstone Financial Advisors
Illinois
$231K -$12K -107 -5%
MAM
1417
Marquette Asset Management
Minnesota
$231K – – –
SGS
1418
Sterling Global Strategies
California
$231K +$448 +4 +0.2%
AIM
1419
Acropolis Investment Management
Missouri
$230K +$232K +2,068 New
BIM
1420
Baldwin Investment Management
Pennsylvania
$228K +$230K +2,050 New
SCA
1421
STALEY CAPITAL ADVISERS
Pennsylvania
$224K – – –
DC
1422
Deschaine & Company
Illinois
$224K +$10.6K +95 +5%
MCA
1423
Mercer Capital Advisers
New Jersey
$223K – – –
TA
1424
Teton Advisors
New York
$222K – – –
BKA
1425
Brick & Kyle Associates
Pennsylvania
$222K +$22.4K +200 +11%
55 56
57
58 59