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Name Holding Trade Value Shares
Change
Change in
Stake
GIS
701
Guardian Investor Services
New York
$178K -$1.18K -17 -0.7%
LWA
702
Lowe Wealth Advisors
Maryland
$173K
KFS
703
Kurt F. Somerville
$172K
MAM
704
Mizuho Asset Management
Japan
$171K +$66K +953 +65%
ASN
705
Advisory Services Network
Georgia
$170K +$11K +159 +7%
ZB
706
Zions Bancorporation
Utah
$166K +$162K +2,345 New
DBT
707
Dubuque Bank & Trust
Iowa
$158K
CBT
708
Central Bank & Trust
Kentucky
$154K +$150K +2,168 New
BG
709
Bollard Group
Massachusetts
$151K +$554 +8 +0.4%
MMG
710
Monetary Management Group
Missouri
$151K +$51.4K +743 +54%
SIA
711
Stancorp Investment Advisers
Oregon
$147K -$9.83K -142 -6%
KCM
712
Karp Capital Management
California
$145K -$49.6K -717 -26%
KLWA
713
Kelly Lawrence W & Associates
California
$136K
QAM
714
QCI Asset Management
New York
$132K
TF
715
Tompkins Financial
New York
$128K +$49.3K +712 +65%
RA
716
Rational Advisors
New York
$119K -$15.9K -230 -12%
GLI
717
Guardian Life Insurance
New York
$113K -$34.3K -496 -24%
WRM
718
Westport Resources Management
Connecticut
$99K
CHC
719
City Holding Co
West Virginia
$98K +$3.12K +45 +3%
PCM
720
Prelude Capital Management
New York
$96K +$93.8K +1,355 New
FAM
721
Formidable Asset Management
Ohio
$93K
CGT
722
Capital Guardian Trust
California
$92K +$58.8K +849 +192%
MCM
723
MV Capital Management
Maryland
$90K
P
724
Palladiem
Pennsylvania
$84K -$1.45K -21 -2%
SAMC
725
Shinko Asset Management Company
Japan
$81K -$8.31K -120 -10%