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Name Holding Trade Value Shares
Change 		Change in
Stake
PI
701
Pettee Investors
Connecticut
$373K – – –
IFWM
702
Institute for Wealth Management
Colorado
$372K – – –
DWA
703
Douglass Winthrop Advisors
New York
$371K – – –
ONB
704
Old National Bancorp
Indiana
$370K +$185K +1,500 +93%
FMTC
705
Farmers & Merchants Trust Company
California
$367K – – –
CG
706
Colony Group
Massachusetts
$363K -$150K -1,219 -28%
CS
707
Cannell & Spears
New York
$363K – – –
LC
708
Lindbrook Capital
California
$361K -$5.79K -47 -2%
VNA
709
Valley National Advisers
Pennsylvania
$360K -$3.94K -32 -1%
ICM
710
IMS Capital Management
Oregon
$358K -$8.38K -68 -2%
GIA
711
GHP Investment Advisors
Colorado
$358K +$5.54K +45 +2%
CGL
712
Clarius Group LLC
Washington
$356K – – –
DJSG
713
D.J. St. Germain
Massachusetts
$356K – – –
LKIM
714
Lawson Kroeker Investment Management
Nebraska
$356K – – –
FFM
715
Forum Financial Management
Illinois
$356K +$32.5K +264 +10%
WH
716
Willner & Heller
California
$354K -$18.4K -149 -6%
CPSC
717
Carl P. Sherr & Co
Massachusetts
$353K – – –
WCM
718
Windward Capital Management
California
$352K -$1.6K -13 -0.4%
TAM
719
Trust Asset Management
Texas
$352K +$7.27K +59 +2%
EP
720
Edgestream Partners
New Jersey
$352K +$366K +2,968 New
GDP
721
Great Diamond Partners
Maine
$351K -$16.4K -133 -4%
HI
722
Hendershot Investments
Virginia
$350K -$12.3K -100 -3%
CS
723
Comerica Securities
Michigan
$350K +$21.2K +172 +6%
HGERS
724
Householder Group Estate & Retirement Specialist
Arizona
$349K -$4.07K -33 -1%
PIP
725
Peachtree Investment Partners
Florida
$347K -$74.8K -607 -17%
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