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Name Holding Trade Value Shares
Change
Change in
Stake
LD
1701
Lipe & Dalton
New York
$212K – – –
CA
1702
Cumberland Advisors
Florida
$212K +$194K +900 New
CA
1703
Claro Advisors
Massachusetts
$211K +$14K +65 +8%
WAM
1704
Weiss Asset Management
Massachusetts
$211K +$193K +895 New
LF
1705
Lantz Financial
Illinois
$209K +$191K +889 New
CIAS
1706
Capital Investment Advisory Services
North Carolina
$204K +$24.3K +113 +15%
Edgewood Management
1707
Edgewood Management
Connecticut
$204K +$187K +867 New
PL
1708
Parthenon LLC
Kentucky
$204K +$187K +868 New
SYBT
1709
Stock Yards Bank & Trust
Kentucky
$203K -$166K -771 -47%
BMCM
1710
Bryn Mawr Capital Management
Pennsylvania
$202K +$185K +858 New
FFC
1711
First Financial Corp
Indiana
$201K -$21.5K -100 -10%
VRM
1712
Vectors Research Management
New York
$198K – – –
MSFP
1713
Mark Sheptoff Financial Planning
Connecticut
$194K – – –
FPFS
1714
First Personal Financial Services
North Carolina
$187K -$7.75K -36 -4%
FIB
1715
First Interstate Bank
Montana
$184K – – –
LWA
1716
Lenox Wealth Advisors
New York
$182K +$6.88K +32 +4%
POIA
1717
Pin Oak Investment Advisors
Texas
$171K +$8.61K +40 +6%
CAL
1718
Capital Advisors Ltd
Ohio
$170K – – –
PAM
1719
Paradigm Asset Management
New York
$165K -$53.8K -250 -26%
ACM
1720
Aviance Capital Management
Florida
$162K +$146K +677 +6,155%
CHP
1721
Cable Hill Partners
Oregon
$160K +$8.39K +39 +6%
NCM
1722
Next Capital Management
New York
$159K +$9.25K +43 +7%
HIM
1723
Hillsdale Investment Management
Ontario, Canada
$158K +$144K +670 New
MCM
1724
MV Capital Management
Maryland
$156K – – –
MS
1725
Mizuho Securities
Japan
$155K +$90.4K +420 +175%