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Name Holding Trade Value Shares
Change 		Change in
Stake
NRS
1001
Neville Rodie & Shaw
New York
$550K – – –
HSA
1002
HBK Sorce Advisory
Pennsylvania
$548K +$521K +6,385 New
BFM
1003
Boston Financial Management
Massachusetts
$547K +$212K +2,600 +69%
UAM
1004
UAS Asset Management
New York
$544K +$114K +1,400 +28%
VIA
1005
Vantage Investment Advisors
Pennsylvania
$542K -$299K -3,665 -37%
WRM
1006
Westport Resources Management
Connecticut
$537K +$35.5K +435 +7%
CSIC
1007
Clifford Swan Investment Counsel
California
$535K +$198K +2,429 +64%
IIM
1008
Intact Investment Management
Quebec, Canada
$532K – – –
FA
1009
FCG Advisors
New Jersey
$531K -$6.04K -74 -1%
WCM
1010
Wildcat Capital Management
New York
$529K – – –
SFA
1011
Sequoia Financial Advisors
Ohio
$529K +$130K +1,594 +35%
HHGA
1012
Halbert Hargrove Global Advisors
California
$528K +$274K +3,350 +119%
GP
1013
Girard Partners
Pennsylvania
$522K +$55.9K +685 +13%
BCA
1014
Bray Capital Advisors
Florida
$521K – – –
BC
1015
Burney Company
Virginia
$521K +$84.1K +1,030 +20%
ANB
1016
Amarillo National Bank
Texas
$515K – – –
HP
1017
Harbourvest Partners
Massachusetts
$514K +$489K +5,993 New
PFPT
1018
Pinnacle Financial Partners (Tennessee)
Tennessee
$510K – – –
TFA
1019
Transamerica Financial Advisors
Florida
$505K +$115K +1,403 +31%
SWM
1020
Segment Wealth Management
Texas
$504K -$2.29K -28 -0.5%
WSTAM
1021
Wilbanks Smith & Thomas Asset Management
Virginia
$494K +$4.08K +50 +0.9%
CPO
1022
Cerity Partners OCIO
New York
$490K – – –
TCM
1023
Traynor Capital Management
Pennsylvania
$490K +$6.53K +80 +1%
SIM
1024
SSI Investment Management
California
$488K -$34.5K -422 -7%
PGFC
1025
Peapack-Gladstone Financial Corp
New Jersey
$487K -$14.6K -179 -3%
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