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Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1176
Carnegie Investment Counsel
Ohio
$434K +$150K +2,101 +60%
LNC
1177
Lincoln National Corp
Pennsylvania
$424K +$59.5K +834 +16%
WAS
1178
Winch Advisory Services
Wisconsin
$423K +$6.21K +87 +1%
UBWV
1179
United Bank (West Virginia)
West Virginia
$423K +$433K +6,072 New
SFA
1180
Sequoia Financial Advisors
Ohio
$421K +$9.07K +127 +2%
CFA
1181
Cahill Financial Advisors
Minnesota
$420K -$18.6K -260 -4%
NFG
1182
Next Financial Group
Texas
$419K -$95.2K -1,333 -18%
FC
1183
Farley Capital
New York
$418K -$27.8K -390 -6%
WMC
1184
Westwood Management Corporation
Illinois
$418K – – –
WIS
1185
Wright Investors Service
Connecticut
$418K +$428K +5,997 New
JPTCCM
1186
J.P. Turner & Co Capital Management
Georgia
$416K +$9.64K +135 +2%
BI
1187
BlueSpruce Investments
Illinois
$413K +$500 +7 +0.1%
OIA
1188
Optimum Investment Advisors
Illinois
$410K +$420K +5,880 New
WDA
1189
Wendell David Associates
New Hampshire
$408K +$50.7K +710 +14%
LIC
1190
Lodestar Investment Counsel
Illinois
$406K +$87.5K +1,226 +27%
KP
1191
Keel Point
Alabama
$404K +$414K +5,802 New
ANB
1192
Amarillo National Bank
Texas
$398K – – –
FIM
1193
Freedom Investment Management
Connecticut
$398K +$544K +7,621 New
WPW
1194
Waldron Private Wealth
Pennsylvania
$396K -$54.8K -767 -12%
GI
1195
Glovista Investments
New Jersey
$396K +$76.1K +1,066 +23%
FCH
1196
Freestone Capital Holdings
Washington
$395K +$405K +5,676 New
CAG
1197
Crestwood Advisors Group
Massachusetts
$393K +$64.4K +902 +19%
CCS
1198
Crosspoint Capital Strategies
California
$392K +$76.1K +1,066 +23%
KAM
1199
Keeley Asset Management
Illinois
$390K -$28.6K -400 -7%
LBG
1200
Lloyds Banking Group
United Kingdom
$390K -$16.4K -230 -4%
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