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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1626
Martin Capital Management
Indiana
$204K +$197K +7,613 New
TCM
1627
Tradewinds Capital Management
Washington
$203K -$11.6K -449 -6%
RIM
1628
Reliant Investment Management
Tennessee
$202K -$65.1K -2,520 -25%
HCP
1629
Holt Capital Partners
Texas
$202K – – –
PAG
1630
Pinnacle Advisory Group
Maryland
$201K -$253K -9,797 -57%
AF
1631
Affiance Financial
Minnesota
$201K +$193K +7,481 New
WBG
1632
Wharton Business Group
Pennsylvania
$201K +$194K +7,489 New
AWM
1633
Altavista Wealth Management
North Carolina
$201K +$194K +7,499 New
MIM
1634
Montgomery Investment Management
Maryland
$201K +$194K +7,502 New
CHP
1635
Cable Hill Partners
Oregon
$196K -$24.2K -937 -11%
DIA
1636
Davidson Investment Advisors
Montana
$194K +$1.71K +66 +0.9%
IMS
1637
Index Management Solutions
Pennsylvania
$179K +$28.2K +1,093 +20%
PTC
1638
Philadelphia Trust Company
Pennsylvania
$179K -$3.87M -149,810 -95%
CF
1639
CenterStar Fund
Illinois
$176K – – –
JAM
1640
JCIC Asset Management
Ontario, Canada
$172K – – –
BWFA
1641
Baltimore-Washington Financial Advisors
Maryland
$171K -$6.36K -246 -4%
SHJ
1642
Sharkey, Howes & Javer
Colorado
$169K -$40.8K -1,580 -20%
GWS
1643
Glassman Wealth Services
Virginia
$168K – – –
SIG
1644
Stanford Investment Group
California
$160K +$103 +4 +0.1%
RFS
1645
Rockefeller Financial Services
New York
$159K -$19.5K -753 -11%
DOA
1646
D'Orazio & Associates
Virginia
$154K +$147K +5,704 New
NYLT
1647
New York Life Trust
New York
$153K -$34.3K -1,329 -19%
JFA
1648
JNBA Financial Advisors
Minnesota
$152K -$22.3K -861 -13%
MJP
1649
Michael J. Puzo
$152K +$37K +1,430 +34%
RAM
1650
Riggs Asset Management
Pennsylvania
$147K -$85.1K -3,293 -38%
64 65
66
67 68