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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1126
Capital Advisors Ltd
Ohio
$30K – – –
LFR
1127
Lehman Financial Resources
Pennsylvania
$30K – – –
AC
1128
Alexandria Capital
Virginia
$29K -$1.03K -7 -4%
TDC
1129
Thompson Davis & Co
Virginia
$27K -$1.32K -9 -5%
WCM
1130
Wealthcare Capital Management
Virginia
$27K +$26.4K +180 New
IMS
1131
Index Management Solutions
Pennsylvania
$26K -$21K -143 -45%
JWA
1132
JFS Wealth Advisors
Pennsylvania
$26K -$8.66K -59 -26%
PIA
1133
Piedmont Investment Advisors
North Carolina
$25.9K +$25.1K +171 New
AWS
1134
Aris Wealth Services
Pennsylvania
$24K +$23.5K +160 New
TFO
1135
Tarbox Family Office
California
$22K – – –
ARMC
1136
American Research & Management Company
Massachusetts
$21K – – –
CWM
1137
Catamount Wealth Management
Connecticut
$21K – – –
IPC
1138
Independent Portfolio Consultants
Florida
$21K +$7.63K +52 +59%
HF
1139
Hoxton Financial
West Virginia
$20K +$4.55K +31 +31%
S
1140
SignatureFD
Georgia
$20K +$7.78K +53 +66%
PFG
1141
Piershale Financial Group
Illinois
$19K +$147 +1 +0.8%
BWA
1142
Burt Wealth Advisors
Maryland
$17K -$49K -334 -75%
WA
1143
WealthTrust-Arizona
Arizona
$17K +$5.13K +35 +47%
VCM
1144
Vigilant Capital Management
Maine
$15K -$29.3K -200 -66%
DOA
1145
D'Orazio & Associates
Virginia
$15K – – –
LWA
1146
Lowe Wealth Advisors
Maryland
$15K – – –
MCA
1147
Mercer Capital Advisers
New Jersey
$15K – – –
MBT
1148
Monroe Bank & Trust
Michigan
$15K – – –
SHJ
1149
Sharkey, Howes & Javer
Colorado
$15K +$14.7K +100 New
WC
1150
Whitnell & Co
Illinois
$14K – – –
44 45
46
47 48