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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
976
Segment Wealth Management
Texas
$484K +$10.9K +139 +2%
FNB
977
First Niagara Bank
New York
$483K +$36.8K +470 +9%
PGFC
978
Peapack-Gladstone Financial Corp
New Jersey
$482K +$20.7K +264 +5%
WRM
979
Westport Resources Management
Connecticut
$479K +$39.9K +509 +10%
CPO
980
Cerity Partners OCIO
New York
$470K +$17.2K +219 +4%
WSTAM
981
Wilbanks Smith & Thomas Asset Management
Virginia
$469K +$50K +638 +13%
MCC
982
Mid Continent Capital
Illinois
$469K +$235K +3,000 +111%
WC
983
Whitney & Co
New York
$465K – – –
TCM
984
Traynor Capital Management
Pennsylvania
$463K -$4.31K -55 -1%
BDF
985
Balasa Dinverno & Foltz
$460K -$15.4K -197 -3%
LCS
986
Levin Capital Strategies
New York
$460K +$439K +5,600 New
WA
987
WFG Advisors
Texas
$458K +$56.3K +719 +15%
SRAM
988
Stone Ridge Asset Management
New York
$452K -$31.3K -400 -7%
SM
989
Salzhauer Michael
$452K – – –
CI
990
Cowen Inc
New York
$452K +$118K +1,500 +38%
PSI
991
Pinnacle Summer Investments
Virginia
$451K – – –
NFG
992
Nadler Financial Group
Illinois
$451K +$18.1K +231 +4%
GP
993
Girard Partners
Pennsylvania
$444K -$109K -1,395 -21%
MCWS
994
McKinley Carter Wealth Services
West Virginia
$444K +$423K +5,399 New
MBI
995
Montrusco Bolton Investments
Quebec, Canada
$440K -$75.2K -960 -15%
SC
996
Savant Capital
Illinois
$426K +$10.2K +130 +3%
CFMC
997
Curbstone Financial Management Corp
New Hampshire
$423K -$7.83K -100 -2%
PJSIMP
998
P.J. Schmidt Investment Management (PJS)
Wisconsin
$419K +$198K +2,528 +99%
BC
999
Burney Company
Virginia
$415K +$163K +2,084 +70%
FMA
1000
FNY Managed Accounts
New York
$411K -$160K -2,045 -29%
38 39
40
41 42