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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1276
Assured Investment Management
New York
$266K +$273K +3,822 New
WA
1277
Wealth Architects
California
$265K +$272K +3,806 New
WEC
1278
Winslow Evans & Crocker
Massachusetts
$264K +$24.3K +340 +10%
TCM
1279
Tran Capital Management
California
$261K – – –
RC
1280
RegentAtlantic Capital
New Jersey
$260K -$26.4K -370 -9%
EP
1281
Edgestream Partners
New Jersey
$257K -$2M -28,079 -88%
MJP
1282
Michael J. Puzo
$257K +$6.57K +92 +3%
PFS
1283
Prospera Financial Services
Texas
$255K +$24.8K +348 +11%
CFMC
1284
Curbstone Financial Management Corp
New Hampshire
$255K +$262K +3,666 New
CPO
1285
Cerity Partners OCIO
New York
$253K +$258K +3,608 New
WG
1286
Welch Group
Alabama
$245K -$30.7K -430 -11%
LNB
1287
Ledyard National Bank
$245K -$7.5K -105 -3%
MWP
1288
MYCIO Wealth Partners
Pennsylvania
$244K +$6.57K +92 +3%
PHAM
1289
Palisades Hudson Asset Management
Florida
$243K – – –
PHS
1290
Pekin Hardy Strauss
Illinois
$240K +$246K +3,452 New
TCOV
1291
Trust Company of Vermont
Vermont
$235K +$27.1K +380 +13%
PWMAG
1292
Pinnacle Wealth Management Advisory Group
New Jersey
$234K -$22.5K -315 -9%
AA
1293
Ancora Advisors
Ohio
$234K +$240K +3,363 New
HCM
1294
Harvest Capital Management
New Hampshire
$233K – – –
SAM
1295
Silvercrest Asset Management
New York
$232K -$7.75M -108,565 -97%
SI
1296
Scout Investments
Missouri
$231K +$236K +3,310 New
CAM
1297
Concorde Asset Management
Michigan
$229K -$357 -5 -0.2%
TTWM
1298
TCV Trust & Wealth Management
Virginia
$227K -$4.35K -61 -2%
MPIA
1299
Mountain Pacific Investment Advisers
Idaho
$225K – – –
CHC
1300
City Holding Co
West Virginia
$224K +$71.4K +1,000 +45%
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