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Name Holding Trade Value Shares
Change
Change in
Stake
MWP
651
MYCIO Wealth Partners
Pennsylvania
$229K +$227K +4,593 New
CIC
652
Crawford Investment Counsel
Georgia
$226K +$224K +4,530 New
BMC
653
Benin Management Corp
Connecticut
$224K +$222K +4,493 New
JMFC
654
J.M. Forbes & Co
Massachusetts
$224K +$223K +4,500 New
LNB
655
Ledyard National Bank
$218K +$217K +4,379 New
OA
656
Oxbow Advisors
Texas
$215K +$214K +4,320 New
SCM
657
Southport Capital Management
Tennessee
$213K +$212K +4,275 New
IH
658
IFC Holdings
Florida
$211K +$209K +4,222 New
American Century Companies
659
American Century Companies
Missouri
$211K +$210K +4,237 New
CTA
660
Chesley Taft & Associates
Illinois
$208K +$207K +4,173 New
SCI
661
S&CO Inc
Massachusetts
$208K +$207K +4,173 New
MCM
662
Manchester Capital Management
Vermont
$207K +$206K +4,160 New
MIM
663
Montgomery Investment Management
Maryland
$207K +$206K +4,160 New
CCG
664
Cypress Capital Group
Florida
$206K +$204K +4,130 New
PP
665
Prudential plc
United Kingdom
$205K +$203K +4,106 New
GHA
666
GW Henssler & Associates
Georgia
$204K +$204K +4,110 New
CIP
667
Convergence Investment Partners
Florida
$202K +$200K +4,045 New
NEPWA
668
New England Private Wealth Advisors
Massachusetts
$201K +$200K +4,034 New
FFC
669
First Financial Corp
Indiana
$187K +$186K +3,747 New
PMFA
670
Plante Moran Financial Advisors
Michigan
$182K +$180K +3,644 New
BRWA
671
B. Riley Wealth Advisors
Florida
$176K +$175K +3,537 New
TAS
672
TIFF Advisory Services
Pennsylvania
$173K +$172K +3,478 New
AA
673
Apriem Advisors
California
$164K +$163K +3,294 New
SAMC
674
Shinko Asset Management Company
Japan
$159K +$158K +3,199 New
JWM
675
Jacobus Wealth Management
Wisconsin
$155K +$154K +3,106 New