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Name Holding Trade Value Shares
Change 		Change in
Stake
MIS
1576
Morningstar Investment Services
Illinois
$263K +$28.5K +589 +12%
ACM
1577
Alpha Capital Management
Texas
$261K – – –
AAS
1578
Annex Advisory Services
Wisconsin
$261K +$6.59K +136 +3%
CPO
1579
Cerity Partners OCIO
New York
$260K -$37.3K -770 -13%
LIM
1580
Lathrop Investment Management
Arkansas
$260K +$48 +1 +0%
ECAM
1581
East Coast Asset Management
Massachusetts
$258K -$32.3K -666 -11%
VWM
1582
Vector Wealth Management
Minnesota
$258K -$5.67K -117 -2%
MC
1583
MSF Capital
New York
$256K – – –
IC
1584
InterOcean Capital
Illinois
$255K +$252K +5,201 New
AEPG
1585
American Economic Planning Group
New Jersey
$254K +$251K +5,186 New
AT
1586
Acadia Trust
Maine
$252K +$11.6K +240 +5%
AAC
1587
Asset Advisors Corp
Georgia
$249K – – –
JIP
1588
Jaffetilchin Investment Partners
Florida
$249K +$872 +18 +0.4%
AB
1589
Atlas Brown
Kentucky
$248K +$108K +2,228 +79%
TCM
1590
Tetrem Capital Management
Manitoba, Canada
$248K +$230K +4,741 New
PVH
1591
Psagot Value Holdings
Israel
$247K – – –
NPPM
1592
North Point Portfolio Managers
Ohio
$245K – – –
SCM
1593
Sandler Capital Management
New York
$245K +$242K +5,000 New
BCM
1594
Boyle Capital Management
Iowa
$244K – – –
CCM
1595
Coldstream Capital Management
Washington
$244K +$17.1K +354 +8%
HP
1596
HT Partners
Connecticut
$243K -$4.36K -90 -2%
HM
1597
Harvest Management
New York
$241K +$239K +4,931 New
SNBOSCI
1598
Security National Bank of Sioux City Iowa
Iowa
$238K -$13.7K -283 -6%
WAM
1599
Winslow Asset Management
Ohio
$237K -$581 -12 -0.2%
LCM
1600
LVM Capital Management
Michigan
$235K -$25K -516 -10%
62 63
64
65 66