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Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
801
Wilmington Savings Fund Society
Delaware
$441K +$61.5K +1,000 +18%
FGA
802
Flood Gamble Associates
New York
$440K
HB
803
Homrich & Berg
Georgia
$439K -$96.6K -1,571 -19%
FB
804
Fulton Bank
Pennsylvania
$437K +$399K +6,490 New
PAS
805
Partnervest Advisory Services
California
$432K -$232K -3,764 -37%
PSI
806
Pinnacle Summer Investments
Virginia
$432K +$69.5K +1,130 +24%
MSU
807
Maple Securities USA
New Jersey
$427K +$391K +6,350 New
IIM
808
Intact Investment Management
Quebec, Canada
$417K
CFMC
809
Curbstone Financial Management Corp
New Hampshire
$415K -$5.23K -85 -1%
KFC
810
Klingenstein Fields & Co
New York
$409K +$47.9K +778 +15%
VIA
811
Vantage Investment Advisors
Pennsylvania
$409K +$83K +1,350 +29%
SBWIC
812
Schaper Benz & Wise Investment Counsel
Wisconsin
$408K +$923 +15 +0.2%
FA
813
FCG Advisors
New Jersey
$407K -$117K -1,895 -24%
DWT
814
Dorsey & Whitney Trust
South Dakota
$407K -$66.4K -1,079 -15%
BCA
815
Benchmark Capital Advisors
New York
$404K
WC
816
Whitney & Co
New York
$398K
OMCS
817
Old Mutual Customised Solutions
South Africa
$397K -$117K -1,900 -24%
EWM
818
Edge Wealth Management
New York
$390K +$30.8K +500 +9%
DSAM
819
Dock Street Asset Management
Florida
$387K +$354K +5,757 New
PWLP
820
Prio Wealth Limited Partnership
Massachusetts
$386K +$15.4K +250 +5%
DAS
821
Dynamic Advisor Solutions
Arizona
$385K +$352K +5,716 New
NAM
822
North American Management
Massachusetts
$380K -$3.08K -50 -0.9%
PMG
823
ProVise Management Group
Florida
$374K +$15.1K +245 +5%
Fayez Sarofim & Co
824
Fayez Sarofim & Co
Texas
$372K +$340K +5,535 New
LCM
825
Levitt Capital Management
Florida
$370K -$1.53M -24,805 -82%