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Name Holding Trade Value Shares
Change
Change in
Stake
WF
301
Welch & Forbes
Massachusetts
$235K +$232K +4,400 New
TC
302
TFS Capital
Pennsylvania
$222K +$219K +4,153 New
V
303
Veritable
Delaware
$222K +$219K +4,156 New
WTNA
304
Wilmington Trust National Association
Delaware
$221K +$218K +4,132 New
William Blair & Company
305
William Blair & Company
Illinois
$216K +$213K +4,044 New
HighTower Advisors
306
HighTower Advisors
Illinois
$214K +$210K +3,995 New
FPA
307
First Pacific Advisors
California
$203K +$200K +3,800 New
CIC
308
Carnegie Investment Counsel
Ohio
$200K +$198K +3,750 New
TIM
309
Telemus Investment Management
Michigan
$176K +$173K +3,292 New
ST
310
Smithfield Trust
Pennsylvania
$163K +$160K +3,040 New
HNB
311
Huntington National Bank
Ohio
$159K +$157K +2,984 New
CIM
312
Contravisory Investment Management
Massachusetts
$152K +$150K +2,840 New
OAM
313
Orinda Asset Management
California
$151K +$149K +2,830 New
RA
314
Rational Advisors
New York
$147K +$145K +2,758 New
Creative Planning
315
Creative Planning
Kansas
$135K +$133K +2,521 New
EWM
316
Evercore Wealth Management
New York
$107K +$105K +2,000 New
WIL
317
Winifred I. Li
$82K +$81.1K +1,540 New
KAM
318
Kokusai Asset Management
Japan
$75K +$73.8K +1,400 New
RNS
319
Robert N. Shapiro
$71K +$69.5K +1,320 New
Fuller & Thaler Asset Management
320
Fuller & Thaler Asset Management
California
$64K +$63.2K +1,200 New
OMCS
321
Old Mutual Customised Solutions
South Africa
$64K +$63.2K +1,200 New
Jones Financial Companies
322
Jones Financial Companies
Missouri
$42K +$41.1K +780 New
WA
323
WFG Advisors
Texas
$32K +$31.4K +596 New
Bessemer Group
324
Bessemer Group
New Jersey
$32K +$31.6K +600 New
DADC
325
D.A. Davidson & Co
Montana
$32K +$31.6K +600 New