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Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1001
Optimum Investment Advisors
Illinois
$81K +$5.21K +200 +7%
W
1002
Wealthfront
California
$78K +$81.4K +3,126 New
ST
1003
Stifel Trust
Missouri
$76K -$17.4K -668 -18%
MWP
1004
MYCIO Wealth Partners
Pennsylvania
$72K +$1.04K +40 +1%
TDC
1005
Thompson Davis & Co
Virginia
$67K -$13.8K -528 -17%
LFR
1006
Lehman Financial Resources
Pennsylvania
$67K – – –
HF
1007
Hoxton Financial
West Virginia
$66K -$78.9K -3,030 -53%
PFA
1008
Paradigm Financial Advisors
Missouri
$66K -$59.6K -2,290 -46%
PSI
1009
Pinnacle Summer Investments
Virginia
$62K -$23.2K -890 -27%
LFG
1010
LifePlan Financial Group
Ohio
$62K – – –
ZTNA
1011
Zions Trust National Association
Utah
$61K – – –
GGPS
1012
Gary Goldberg Planning Services
New York
$59K +$21.6K +830 +54%
PMFA
1013
Plante Moran Financial Advisors
Michigan
$58K -$20.6K -792 -25%
PIM
1014
Parasol Investment Management
Illinois
$55K – – –
JIC
1015
Joel Isaacson & Co
New York
$54K -$31.4K -1,204 -36%
WA
1016
Waverly Advisors
Alabama
$50K -$539K -20,694 -91%
CHC
1017
City Holding Co
West Virginia
$50K -$18.9K -726 -27%
FA
1018
Financial Advantage
Maryland
$44K – – –
ATC
1019
Adirondack Trust Company
New York
$43K +$7.81K +300 +21%
WC
1020
Whitnell & Co
Illinois
$42K – – –
VCM
1021
Vigilant Capital Management
Maine
$41K +$3.02K +116 +8%
OC
1022
Oakworth Capital
Alabama
$38K +$38.1K +1,464 +2,815%
PAS
1023
Partnervest Advisory Services
California
$37K -$3.59K -138 -9%
HCM
1024
Highlander Capital Management
New Jersey
$36.5K +$104 +4 +0.3%
BFEC
1025
Benjamin F. Edwards & Company
Missouri
$36K -$2.87K -110 -7%
39 40
41
42 43