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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
676
Carnegie Investment Counsel
Ohio
$216K -$22K -418 -10%
JIC
677
Joel Isaacson & Co
New York
$214K -$14.7K -279 -7%
LCM
678
LVM Capital Management
Michigan
$211K – – –
GIA
679
GHP Investment Advisors
Colorado
$205K +$316 +6 +0.2%
OC
680
Oarsman Capital
Wisconsin
$205K +$199K +3,784 New
CTA
681
Chesley Taft & Associates
Illinois
$204K – – –
CCFCSB
682
Cape Cod Five Cents Savings Bank
Massachusetts
$203K +$197K +3,749 New
SA
683
SRH Advisors
Kansas
$195K – – –
CAW
684
Cornerstone Advisors (Washington)
Washington
$191K +$2.11K +40 +1%
GLI
685
Guardian Life Insurance
New York
$189K -$737 -14 -0.4%
AA
686
Apriem Advisors
California
$179K +$158 +3 +0.1%
FFC
687
First Financial Corp
Indiana
$174K -$11K -208 -6%
MFS
688
MSI Financial Services
Massachusetts
$168K -$88.2K -1,674 -35%
HFM
689
Hartford Financial Management
Connecticut
$168K – – –
PMFA
690
Plante Moran Financial Advisors
Michigan
$166K – – –
WAM
691
Wolverine Asset Management
Illinois
$159K -$484K -9,180 -76%
KTC
692
Kistler-Tiffany Companies
Pennsylvania
$158K +$4.06K +77 +3%
TCOV
693
Trust Company of Vermont
Vermont
$157K +$5.48K +104 +4%
CS
694
Credential Securities
$156K +$152K +2,882 New
JFGIW
695
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$156K – – –
KT
696
Kanaly Trust
Texas
$152K +$1.63K +31 +1%
NSIM
697
North Star Investment Management
Illinois
$151K +$147K +2,782 New
YL
698
YCG LLC
Texas
$144K – – –
ESBC
699
E.S. Barr & Co
Kentucky
$141K +$137K +2,596 New
IUAM
700
Itau USA Asset Management
New York
$136K -$43.9K -834 -25%