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Name Holding Trade Value Shares
Change 		Change in
Stake
SEC
601
Seven Eight Capital
New York
$219K +$219K +19,170 New
WP
602
WealthPLAN Partners
Nebraska
$219K +$476K +41,700 New
CL
603
CPWM LLC
Washington
$218K +$217K +19,030 New
CLOS
604
Compagnie Lombard Odier SCmA
Switzerland
$217K +$171K +15,000 +375%
AI
605
Atria Investments
North Carolina
$217K +$223K +19,510 New
MYAM
606
Meiji Yasuda Asset Management
Japan
$216K -$8K -700 -4%
LCM
607
Lucas Capital Management
New Jersey
$216K +$215K +18,850 New
WAS
608
WESPAC Advisors SoCal
California
$214K +$214K +18,750 New
MCM
609
MAI Capital Management
Ohio
$213K +$213K +18,650 New
BCM
610
BlueCrest Capital Management
Jersey
$212K +$212K +18,520 New
AWA
611
Arete Wealth Advisors
Illinois
$212K +$212K +18,550 New
NFG
612
Next Financial Group
Texas
$211K -$90.6K -7,930 -30%
SF
613
Synovus Financial
Georgia
$208K +$19.2K +1,680 +10%
SYBT
614
Stock Yards Bank & Trust
Kentucky
$205K -$104K -9,060 -34%
CAM
615
Carret Asset Management
New York
$200K +$200K +17,500 New
PMFA
616
Plante Moran Financial Advisors
Michigan
$199K +$21.7K +1,900 +12%
NFM
617
North Forty Management
Washington
$198K +$198K +17,290 New
KF
618
Krilogy Financial
Missouri
$195K +$11.5K +1,010 +6%
CTC
619
Central Trust Company
Missouri
$187K +$183K +16,000 +4,324%
KTC
620
Kistler-Tiffany Companies
Pennsylvania
$179K – – –
GBT
621
Grove Bank & Trust
Florida
$172K +$171K +15,000 New
HIIFS
622
Harel Insurance Investments & Financial Services
Israel
$170K +$170K +14,860 New
LWCFA
623
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$164K +$149K +13,040 +1,011%
PSUF
624
People's United Financial
Connecticut
$160K – – –
QCG
625
Quadrant Capital Group
Ohio
$159K -$61.9K -5,420 -27%
23 24
25
26 27