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Name Holding Trade Value Shares
Change 		Change in
Stake
SFI
1126
SPC Financial Inc
Maryland
$208K -$540K -12,990 -73%
SWM
1127
Segment Wealth Management
Texas
$206K +$125 +3 +0.1%
SCA
1128
Snowden Capital Advisors
New York
$205K +$196K +4,719 New
NCM
1129
Novare Capital Management
North Carolina
$203K -$21K -505 -10%
RFA
1130
Reilly Financial Advisors
California
$203K -$13.8K -333 -7%
TIA
1131
Tiemann Investment Advisors
California
$203K -$7.27K -175 -4%
TAM
1132
Trillium Asset Management
Massachusetts
$203K -$2.29K -55 -1%
EWM
1133
Evermay Wealth Management
Virginia
$203K – – –
AAM
1134
Autus Asset Management
Arizona
$202K -$8.31K -200 -4%
NME
1135
Notis-McConarty Edward
$202K -$8.1K -195 -4%
CF
1136
CenterStar Fund
Illinois
$202K – – –
GLI
1137
Guardian Life Insurance
New York
$201K – – –
OAM
1138
Occidental Asset Management
California
$200K -$8.14K -196 -4%
FPB
1139
First PREMIER Bank
South Dakota
$198K +$2.66K +64 +1%
AA
1140
Apriem Advisors
California
$195K -$105K -2,527 -36%
RWA
1141
Ropes Wealth Advisors
Massachusetts
$193K -$4.16K -100 -2%
CFA
1142
CT Financial Advisors
Pennsylvania
$190K -$2.45K -59 -1%
MFW
1143
Mosaic Family Wealth
Missouri
$188K +$52.4K +1,260 +41%
QAM
1144
QCI Asset Management
New York
$187K -$332 -8 -0.2%
KTC
1145
Kistler-Tiffany Companies
Pennsylvania
$177K -$35.3K -850 -17%
KLWA
1146
Kelly Lawrence W & Associates
California
$174K – – –
LNB
1147
Ledyard National Bank
$170K – – –
ZB
1148
Zions Bancorporation
Utah
$169K -$5.94K -143 -4%
TSW
1149
Thompson Siegel & Walmsley
Virginia
$167K – – –
BA
1150
BKS Advisors
Michigan
$165K +$157K +3,785 New
44 45
46
47 48