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Name Holding Trade Value Shares
Change
Change in
Stake
GIS
401
Guardian Investor Services
New York
$162K – – –
ASN
402
Advisory Services Network
Georgia
$160K +$158K +3,560 New
MFS
403
MSI Financial Services
Massachusetts
$159K -$19.9K -448 -11%
HIM
404
Hillsdale Investment Management
Ontario, Canada
$153K -$8.88K -200 -6%
KLWA
405
Kelly Lawrence W & Associates
California
$146K +$144K +3,248 New
PMFA
406
Plante Moran Financial Advisors
Michigan
$141K – – –
FQ
407
First Quadrant
California
$135K -$44.4K -1,000 -25%
TSW
408
Thompson Siegel & Walmsley
Virginia
$135K – – –
NES
409
New England Securities
New York
$134K +$444 +10 +0.3%
1IC
410
1919 Investment Counsel
Maryland
$126K – – –
TWA
411
TCI Wealth Advisors
Arizona
$122K – – –
JIC
412
Joel Isaacson & Co
New York
$122K +$29.6K +666 +32%
GLI
413
Guardian Life Insurance
New York
$115K -$127K -2,870 -53%
FNBSF
414
First National Bank Sioux Falls
South Dakota
$114K – – –
Lazard Asset Management
415
Lazard Asset Management
New York
$107K +$107K +2,400 New
TCOV
416
Trust Company of Vermont
Vermont
$104K -$9.59K -216 -9%
MBT
417
Monroe Bank & Trust
Michigan
$103K – – –
WA
418
Waverly Advisors
Alabama
$103K +$100K +2,256 +5,640%
CBT
419
Central Bank & Trust
Kentucky
$97K – – –
Fifth Third Bancorp
420
Fifth Third Bancorp
Ohio
$96K -$340K -7,666 -78%
TCM
421
Tradewinds Capital Management
Washington
$95K +$93.7K +2,110 New
BWFA
422
Baltimore-Washington Financial Advisors
Maryland
$90K +$88.8K +2,000 New
TFO
423
Tarbox Family Office
California
$90K +$89.3K +2,010 New
BFEC
424
Benjamin F. Edwards & Company
Missouri
$86K -$40.4K -910 -32%
IMS
425
Index Management Solutions
Pennsylvania
$79K +$2.4K +54 +3%