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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1251
Carroll Financial Associates
North Carolina
$945K +$44.5K +517 +5%
MJP
1252
Michael J. Puzo
$936K – – –
MFW
1253
Mosaic Family Wealth
Missouri
$936K +$305K +3,540 +51%
EGM
1254
Engineers Gate Manager
New York
$933K +$903K +10,500 New
PCA
1255
Personal Capital Advisors
California
$928K +$521K +6,051 +139%
IIM
1256
Intact Investment Management
Quebec, Canada
$924K -$903K -10,500 -50%
RCM
1257
RB Capital Management
Nevada
$919K -$11.1K -129 -1%
NO
1258
Ninety One
South Africa
$919K – – –
SFM
1259
Systematic Financial Management
New Jersey
$915K – – –
FRM
1260
Fox Run Management
Connecticut
$915K +$465K +5,400 +110%
RC
1261
Roundview Capital
New Jersey
$901K +$88.1K +1,024 +11%
NBC
1262
Neuberger Berman Canada
Ontario, Canada
$901K +$872K +10,138 New
BMO
1263
Beck Mack & Oliver
New York
$896K – – –
LSA
1264
L & S Advisors
California
$896K +$114K +1,328 +15%
JSL
1265
JT Stratford LLC
Georgia
$895K +$288K +3,343 +50%
CHC
1266
City Holding Co
West Virginia
$892K +$24.9K +290 +3%
TNAM
1267
Terra Nova Asset Management
New York
$888K +$143K +1,659 +20%
MWP
1268
MYCIO Wealth Partners
Pennsylvania
$883K +$535K +6,221 +168%
VWA
1269
V Wealth Advisors
Kansas
$877K +$165K +1,915 +24%
CCP
1270
Corient Capital Partners
California
$873K -$71K -825 -8%
IWMPD
1271
Integrated Wealth Management (Palm Desert)
California
$872K -$94.4K -1,097 -10%
FPA
1272
Fieldpoint Private Advisors
New York
$865K -$2.73M -31,790 -77%
BLAM
1273
Bourne Lent Asset Management
New York
$862K – – –
NFG
1274
Next Financial Group
Texas
$859K -$556K -6,462 -41%
FNBOH
1275
First National Bank of Hutchinson
Kansas
$854K +$7.57K +88 +0.9%
49 50
51
52 53