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Name Holding Trade Value Shares
Change 		Change in
Stake
RC
1601
Reik & Co
New York
$538K +$77.8K +1,500 +18%
FNT
1602
First Nebraska Trust
Nebraska
$538K -$6.12K -118 -1%
BFC
1603
Blue Fin Capital
Rhode Island
$537K -$47.1K -909 -9%
IC
1604
Investment Counsel
Michigan
$532K – – –
ANTB
1605
AMG National Trust Bank
Colorado
$530K +$16.6K +320 +3%
DLHL
1606
Donald L. Hagan LLC
Florida
$529K – – –
AUIM
1607
Aegon USA Investment Management
Iowa
$528K – – –
SAM
1608
Shamrock Asset Management
Texas
$528K +$72K +1,388 +17%
ARMC
1609
American Research & Management Company
Massachusetts
$527K -$36.3K -700 -7%
HCM
1610
Harvey Capital Management
Florida
$525K +$207K +4,000 +74%
CAG
1611
Crestwood Advisors Group
Massachusetts
$523K -$133K -2,565 -22%
SFM
1612
Signature Financial Management
Virginia
$523K -$25.5K -491 -5%
QCG
1613
Quadrant Capital Group
Ohio
$521K +$60.7K +1,171 +14%
PFM
1614
Peak Financial Management
Massachusetts
$518K +$481K +9,270 New
BAM
1615
Brave Asset Management
New Jersey
$516K – – –
BIG
1616
Bellwether Investment Group
Tennessee
$515K +$478K +9,217 New
GIA
1617
Granite Investment Advisors
New Hampshire
$514K -$10.4K -200 -2%
SAA
1618
Southeast Asset Advisors
Georgia
$507K -$30.8K -593 -6%
HA
1619
Halsey Associates
Connecticut
$507K -$3.22K -62 -0.7%
RFS
1620
Rockefeller Financial Services
New York
$506K -$85.3K -1,644 -15%
HPWM
1621
Highland Private Wealth Management
Washington
$506K +$20.3K +391 +5%
LWM
1622
LBA Wealth Management
Florida
$504K +$25.9K +500 +6%
SPC
1623
Stewart & Patten Company
California
$500K -$72.9K -1,406 -14%
PIM
1624
Parasol Investment Management
Illinois
$498K -$59.4K -1,145 -11%
CFG
1625
CKW Financial Group
Hawaii
$495K – – –
63 64
65
66 67