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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
601
JNBA Financial Advisors
Minnesota
$22K – – –
PAS
602
Partnervest Advisory Services
California
$21K +$20.5K +264 New
MPWT
603
MassMutual Private Wealth & Trust
Connecticut
$20.7K +$20.1K +259 New
FMII
604
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
HCM
605
Highlander Capital Management
New Jersey
$20K – – –
KCPG
606
Kavar Capital Partners Group
Kansas
$19K +$18.6K +240 New
RA
607
Rational Advisors
New York
$18K -$1.17K -15 -6%
CAW
608
Cornerstone Advisors (Washington)
Washington
$18K +$699 +9 +4%
JIC
609
Joel Isaacson & Co
New York
$16K – – –
TAM
610
Tocqueville Asset Management
New York
$16K +$15.5K +199 New
PCM
611
Prelude Capital Management
New York
$16K +$15.5K +200 New
DAM
612
Delta Asset Management
Tennessee
$15K – – –
RWM
613
Raffa Wealth Management
District of Columbia
$14.3K +$11.3K +145 New
EFSCE
614
Enterprise Financial Services Corp (EFSC)
Missouri
$13K -$1.71K -22 -11%
TFO
615
Tarbox Family Office
California
$13K +$13K +168 New
GGPS
616
Gary Goldberg Planning Services
New York
$12K – – –
EU
617
Emory University
Georgia
$10K – – –
PSUF
618
People's United Financial
Connecticut
$10K – – –
CG
619
Colony Group
Massachusetts
$10K +$9.24K +119 New
KTC
620
Kistler-Tiffany Companies
Pennsylvania
$8K -$6.99K -90 -47%
CCS
621
Crosspoint Capital Strategies
California
$8K +$7.76K +100 New
PO
622
Private Ocean
California
$8K +$7.76K +100 New
SSG
623
Summit Securities Group
New York
$8K +$7.76K +100 New
LFG
624
LifePlan Financial Group
Ohio
$7K – – –
NIM
625
NuWave Investment Management
New Jersey
$7K +$6.68K +86 +8,600%
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