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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
726
Welch & Forbes
Massachusetts
$539K -$14.4K -376 -3%
PAMG
727
Patton Albertson Miller Group
Tennessee
$538K -$29.9K -780 -5%
IH
728
IFC Holdings
Florida
$533K -$23.5K -614 -4%
PA
729
Pinnacle Associates
New York
$531K +$6.05K +158 +1%
LIA
730
LS Investment Advisors
Michigan
$530K +$298K +7,774 +136%
DAS
731
Dynamic Advisor Solutions
Arizona
$523K +$509K +13,300 New
GAM
732
Gotham Asset Management
New York
$522K -$21.4K -560 -4%
MSS
733
Mitchell Sinkler & Starr
Pennsylvania
$521K +$45.9K +1,200 +10%
AA
734
ALPS Advisors
Colorado
$519K +$263K +6,860 +93%
CICI
735
Capital Investment Counsel Inc
North Carolina
$511K – – –
TCM
736
Texan Capital Management
Texas
$509K +$496K +12,950 New
TCOTO
737
Trust Company of the Ozarks
Missouri
$508K – – –
BC
738
Bartlett & Co
Ohio
$501K -$94.2K -2,460 -16%
NPC
739
National Planning Corporation
California
$499K +$187K +4,882 +63%
WAM
740
Weatherly Asset Management
California
$498K – – –
MIM
741
Miller Investment Management
Pennsylvania
$497K – – –
TIA
742
Trust Investment Advisors
Indiana
$496K +$483K +12,620 New
WT
743
Washington Trust
Rhode Island
$495K -$30.2K -788 -6%
LA
744
Lau Associates
Delaware
$488K – – –
PTC
745
Private Trust Company
Ohio
$487K -$55.5K -1,450 -10%
AF
746
Arrow Financial
New York
$478K -$1.91K -50 -0.4%
UFG
747
United Fire Group
Iowa
$472K – – –
GGPS
748
Gary Goldberg Planning Services
New York
$472K +$18.2K +476 +4%
NERM
749
New England Research & Management
Illinois
$472K +$459K +12,000 New
SFU
750
Stonehage Fleming (UK)
United Kingdom
$472K +$919K +24,000 New
28 29
30
31 32