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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1601
Ativo Capital Management
Illinois
$359K +$91.2K +1,863 +32%
DMC
1602
Drexel Morgan & Co
Pennsylvania
$358K -$30K -612 -7%
LWM
1603
Lyons Wealth Management
Florida
$357K -$29.4K -600 -7%
CFN
1604
Cordasco Financial Network
Florida
$357K -$4.89K -100 -1%
LWCFA
1605
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$354K -$193K -3,950 -34%
DAC
1606
Dividend Assets Capital
South Carolina
$354K -$14.7K -300 -4%
NYLT
1607
New York Life Trust
New York
$354K -$13.5K -275 -3%
SFA
1608
Sequoia Financial Advisors
Ohio
$354K +$65.3K +1,335 +21%
QAM
1609
Quantres Asset Management
Cayman Islands
$354K +$372K +7,600 New
ALA
1610
Atherton Lane Advisers
California
$352K -$12.6K -257 -3%
AIA
1611
AIMZ Investment Advisors
California
$352K – – –
AIM
1612
Assured Investment Management
New York
$352K +$188K +3,848 +104%
PAM
1613
Peak Asset Management
Colorado
$338K -$685 -14 -0.2%
CII
1614
Capital International Inc
California
$338K +$39.2K +800 +12%
IF
1615
IRON Financial
Illinois
$338K +$355K +7,260 New
KS
1616
Karpas Strategies
Connecticut
$337K – – –
CCM
1617
Coldstream Capital Management
Washington
$335K +$352K +7,187 New
FHC
1618
First Houston Capital
Texas
$331K – – –
RCG
1619
Ruane, Cunniff & Goldfarb
New York
$329K +$685 +14 +0.2%
PAG
1620
Pinnacle Advisory Group
Maryland
$326K -$195K -3,981 -36%
SL
1621
Summitry LLC
California
$326K +$13.5K +276 +4%
WIA
1622
Westbourne Investment Advisors
Maryland
$324K +$340K +6,952 New
SIC
1623
Shoker Investment Counsel
Ohio
$323K +$52.5K +1,072 +18%
AIS
1624
AlphaOne Investment Services
Pennsylvania
$322K -$125K -2,560 -27%
AMM
1625
American Money Management
California
$320K -$5.53K -113 -2%
63 64
65
66 67