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Name Holding Trade Value Shares
Change 		Change in
Stake
SMG
651
Spectrum Management Group
Indiana
$16K – – –
VNA
652
Valley National Advisers
Pennsylvania
$16K – – –
CFA
653
Carroll Financial Associates
North Carolina
$16K +$8.59K +100 +100%
BCI
654
Brinker Capital Investments
Pennsylvania
$15K – – –
CG
655
Colony Group
Massachusetts
$15K – – –
KPCM
656
Kings Point Capital Management
New York
$15K +$15.6K +182 New
GWS
657
Glassman Wealth Services
Virginia
$14K – – –
IF
658
Ironwood Financial
Arizona
$14K – – –
CCMW
659
Cypress Capital Management (Wyoming)
Wyoming
$14K – – –
TIM
660
Tortoise Investment Management
New York
$13K -$8.59K -100 -38%
TCM
661
Tradewinds Capital Management
Washington
$13K +$4.98K +58 +55%
GAM
662
Gemmer Asset Management
California
$13K +$5.07K +59 +59%
CWM
663
Cranbrook Wealth Management
Michigan
$13K +$13.1K +153 New
KCPG
664
Kavar Capital Partners Group
Kansas
$12K +$12.9K +150 New
S
665
SignatureFD
Georgia
$11K – – –
ARMC
666
American Research & Management Company
Massachusetts
$10K – – –
CFSG
667
Community Financial Services Group
Vermont
$10K – – –
KCM
668
Karp Capital Management
California
$10K +$10.3K +120 New
RPG
669
Risk Paradigm Group
Texas
$8.23K – – –
CB
670
Community Bank
New York
$8K – – –
HCM
671
Highlander Capital Management
New Jersey
$8K – – –
MSFP
672
Mark Sheptoff Financial Planning
Connecticut
$8K – – –
TSW
673
Thompson Siegel & Walmsley
Virginia
$8K – – –
RBC
674
Roble Belko & Company
Pennsylvania
$8K +$859 +10 +12%
LFR
675
Lehman Financial Resources
Pennsylvania
$8K +$8.59K +100 New
25 26
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