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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1051
Advisory Alpha
Michigan
$252K +$34.1K +630 +35%
AF
1052
Aldebaran Financial
$252K +$189K +3,495 New
CF
1053
Corrigan Financial
Rhode Island
$251K +$188K +3,480 New
PO
1054
Private Ocean
California
$249K – – –
WF
1055
Welch & Forbes
Massachusetts
$249K +$187K +3,450 New
LWM
1056
Lenox Wealth Management
Ohio
$248K -$67.4K -1,245 -27%
FCM
1057
Firestone Capital Management
Florida
$248K -$8.93K -165 -5%
CSIC
1058
Clifford Swan Investment Counsel
California
$248K +$187K +3,450 New
CWM
1059
Connecticut Wealth Management
Connecticut
$248K +$187K +3,450 New
SC
1060
Searle & Co
Connecticut
$248K +$187K +3,450 New
IFAM
1061
Institutional & Family Asset Management
Colorado
$247K -$13.8K -255 -7%
CC
1062
Chicago Capital
Illinois
$245K +$184K +3,405 New
JSL
1063
JT Stratford LLC
Georgia
$245K +$184K +3,405 New
PFM
1064
Parsec Financial Management
North Carolina
$244K +$183K +3,390 New
PFS
1065
Physicians Financial Services
North Carolina
$243K +$183K +3,375 New
SGK
1066
Steigerwald Gordon & Koch
Virginia
$242K +$182K +3,360 New
DIM
1067
Delta Investment Management
California
$242K +$183K +3,375 New
GIA
1068
Granite Investment Advisors
New Hampshire
$241K +$181K +3,345 New
HWM
1069
Hohimer Wealth Management
Washington
$241K +$181K +3,345 New
MHR
1070
Matthew Hamilton Rosenberg
$240K +$47.9K +885 +36%
GD
1071
Grandfield & Dodd
New York
$240K +$178K +3,285 New
BWA
1072
BDO Wealth Advisors
Florida
$239K -$8.93K -165 -5%
AFA
1073
Atlanta Financial Associates
Georgia
$239K +$179K +3,315 New
APWA
1074
Atlas Private Wealth Advisors
New Jersey
$239K +$179K +3,315 New
B
1075
Bailard
California
$239K +$179K +3,315 New
41 42
43
44 45