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Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
651
Brown Brothers Harriman & Co
New York
$275K -$52.9K -874 -15%
KJHP
652
K.J. Harrison & Partners
Ontario, Canada
$272K
MA
653
Montag & Associates
Georgia
$265K
OMCS
654
Old Mutual Customised Solutions
South Africa
$264K -$126K -2,087 -31%
ICAS
655
Investors Capital Advisory Services
Massachusetts
$264K +$279K +4,604 New
CWA
656
Constellation Wealth Advisors
New York
$262K
PMG
657
ProVise Management Group
Florida
$260K -$92.6K -1,530 -25%
PCMK
658
Paragon Capital Management (Kansas)
Kansas
$260K -$13.4K -222 -5%
TCM
659
TD Capital Management
Tennessee
$259K
CCA
660
Checchi Capital Advisers
California
$259K +$20.5K +338 +8%
IFB
661
iAB Financial Bank
Indiana
$258K -$42.1K -695 -13%
CB
662
Chemical Bank
Michigan
$258K
I2I
663
Insight 2811 Inc
Illinois
$256K
IIM
664
Ipswich Investment Management
Massachusetts
$256K +$16.8K +278 +7%
WSFS
665
Wilmington Savings Fund Society
Delaware
$254K
FNB
666
First Niagara Bank
New York
$251K -$36.4K -601 -12%
TAM
667
Tocqueville Asset Management
New York
$249K -$281K -4,645 -52%
FMW
668
Farr Miller & Washington
District of Columbia
$246K -$39.2K -647 -13%
IIA
669
IPG Investment Advisors
California
$245K -$84.2K -1,391 -25%
CAM
670
Carret Asset Management
New York
$245K
GLA
671
Great Lakes Advisors
Illinois
$244K +$257K +4,240 New
IH
672
IFC Holdings
Florida
$242K -$5.69K -94 -2%
MCM
673
Manchester Capital Management
Vermont
$242K
NEPWA
674
New England Private Wealth Advisors
Massachusetts
$240K -$120K -1,986 -32%
CAM
675
Chesapeake Asset Management
New York
$240K