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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1951
Brinker Capital
Pennsylvania
$677K -$236K -4,493 -27%
KKAMG
1952
Kernodle & Katon Asset Management Group
Arkansas
$677K +$540K +10,297 +526%
ABFS
1953
Appropriate Balance Financial Services
Washington
$674K +$42.7K +814 +7%
PG
1954
PEAK6 Group
Illinois
$672K +$638K +12,170 New
PIM
1955
Parasol Investment Management
Illinois
$670K -$1.21K -23 -0.2%
SAM
1956
Security Asset Management
New York
$670K +$284K +5,422 +81%
CC
1957
Cedar Capital
Illinois
$669K +$236K +4,495 +59%
PAS
1958
Partnervest Advisory Services
California
$665K -$191K -3,648 -23%
RC
1959
Reik & Co
New York
$665K – – –
SIA
1960
Starfire Investment Advisers
Michigan
$662K +$734 +14 +0.1%
GAM
1961
Gould Asset Management
California
$661K +$16.8K +320 +3%
AWA
1962
AmeriServ Wealth Advisors
Pennsylvania
$659K +$21K +400 +3%
CA
1963
Cornerstone Advisory
Maryland
$657K -$46K -877 -7%
VAM
1964
Verity Asset Management
North Carolina
$656K +$41.2K +785 +7%
RFA
1965
Reilly Financial Advisors
California
$655K +$152K +2,909 +32%
TP
1966
Truvvo Partners
New York
$646K -$666K -12,700 -52%
SC
1967
Schulhoff & Co
Ohio
$646K – – –
UAS
1968
United Asset Strategies
New York
$639K -$11.4K -217 -2%
FC
1969
Forte Capital
New York
$638K +$210 +4 +0%
BCMIO
1970
Beacon Capital Management Inc (Ohio)
Ohio
$636K -$237K -4,528 -28%
LP
1971
LGL Partners
Pennsylvania
$635K -$111K -2,123 -16%
CFA
1972
CT Financial Advisors
Pennsylvania
$634K -$12.7K -242 -2%
ED
1973
Exane Derivatives
France
$634K +$84.1K +1,605 +16%
BIM
1974
Baldwin Investment Management
Pennsylvania
$632K +$128K +2,438 +27%
FNBSF
1975
First National Bank Sioux Falls
South Dakota
$631K -$786 -15 -0.1%
77 78
79
80 81