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Name Holding Trade Value Shares
Change 		Change in
Stake
OMCS
951
Old Mutual Customised Solutions
South Africa
$501K -$171K -1,300 -25%
MWP
952
MYCIO Wealth Partners
Pennsylvania
$501K -$1.71K -13 -0.3%
RMDI
953
R.M. Davis Inc
Maine
$500K -$20.7K -157 -4%
JFA
954
Johanson Financial Advisors
California
$500K -$14.9K -113 -3%
JWBC
955
J.W. Burns & Co
New York
$499K +$52.7K +400 +12%
CFMC
956
Curbstone Financial Management Corp
New Hampshire
$497K – – –
QAM
957
QCI Asset Management
New York
$495K -$5.14K -39 -1%
UAS
958
United Asset Strategies
New York
$493K +$18K +137 +4%
WA
959
WealthTrust Axiom
Pennsylvania
$490K +$26.9K +204 +6%
IFS
960
Ifrah Financial Services
Arkansas
$490K +$490K +3,722 New
FPFS
961
First Personal Financial Services
North Carolina
$487K – – –
EWM
962
Evercore Wealth Management
New York
$486K +$10.3K +78 +2%
FIB
963
First Interstate Bank
Montana
$483K -$13.2K -100 -3%
SPC
964
Stewart & Patten Company
California
$481K – – –
TNBTD
965
Trustmark National Bank Trust Department
Mississippi
$481K +$481K +3,650 New
PTC
966
Private Trust Company
Ohio
$477K -$60.7K -461 -11%
CWM
967
Cornerstone Wealth Management
Missouri
$474K +$471K +3,576 New
PAS
968
Professional Advisory Services
Florida
$468K – – –
SIM
969
Sonora Investment Management
Arizona
$466K +$48.7K +370 +12%
TTWM
970
TCV Trust & Wealth Management
Virginia
$464K – – –
GSBTD
971
Glenview State Bank Trust Department
Illinois
$458K +$8.83K +67 +2%
PCTC
972
Perkins Coie Trust Company
Washington
$455K – – –
CS
973
Comerica Securities
Michigan
$453K +$65.3K +496 +17%
HFBOT
974
Home Federal Bank of Tennessee
Tennessee
$451K +$451K +3,423 New
EWM
975
Edge Wealth Management
New York
$447K – – –
37 38
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