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Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
1301
IPG Investment Advisors
California
$781K +$756K +8,787 New
MFW
1302
Meristem Family Wealth
Minnesota
$778K +$13.2K +153 +2%
ECM
1303
Estabrook Capital Management
New York
$777K -$123K -1,435 -14%
SC
1304
Savant Capital
Illinois
$767K +$49.8K +579 +7%
GI
1305
Glovista Investments
New Jersey
$767K +$366K +4,252 +97%
FFSOTS
1306
Fiduciary Financial Services of The Southwest
Texas
$765K -$14.3K -166 -2%
GAG
1307
GM Advisory Group
New York
$765K +$25.8K +300 +4%
AAS
1308
Annex Advisory Services
Wisconsin
$764K -$341K -3,960 -32%
BA
1309
Birinyi Associates
Connecticut
$764K -$94.6K -1,100 -11%
CAW
1310
Cornerstone Advisors (Washington)
Washington
$759K -$2.41K -28 -0.3%
LIC
1311
Lodestar Investment Counsel
Illinois
$756K +$1.38K +16 +0.2%
CNAM
1312
Campbell Newman Asset Management
Wisconsin
$753K -$4.73K -55 -0.6%
RIM
1313
Regent Investment Management
Kentucky
$752K +$728K +8,465 New
PRHC
1314
P.R. Herzig & Co
New York
$747K – – –
JCM
1315
Jacobi Capital Management
Pennsylvania
$744K +$84.6K +984 +13%
SFI
1316
SPC Financial Inc
Maryland
$743K +$60.2K +700 +9%
PCMM
1317
Private Capital Management (Minnesota)
Minnesota
$742K -$90.3K -1,050 -11%
RG
1318
Rikoon Group
New Mexico
$737K – – –
FFWA
1319
FRG Family Wealth Advisors
Washington
$737K +$223K +2,590 +46%
CA
1320
Callahan Advisors
Texas
$732K -$17.2K -200 -2%
RCM
1321
Radnor Capital Management
Pennsylvania
$732K – – –
RHAM
1322
Round Hill Asset Management
California
$731K – – –
SG
1323
Swarthmore Group
Pennsylvania
$727K +$148K +1,725 +27%
WI
1324
Wintrust Investments
Illinois
$723K +$68.7K +799 +11%
FCH
1325
Freestone Capital Holdings
Washington
$720K +$183K +2,131 +36%
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