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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
501
Central Trust Company
Missouri
$231K +$14.2K +247 +6%
FAAS
502
First Allied Advisory Services
California
$229K -$606K -10,523 -72%
OMCS
503
Old Mutual Customised Solutions
South Africa
$228K +$99.8K +1,733 +74%
NPC
504
National Planning Corporation
California
$227K -$69.9K -1,214 -25%
FWCM
505
Ferguson Wellman Capital Management
Oregon
$223K -$664K -11,535 -74%
FANJ
506
Financial Architects (New Jersey)
New Jersey
$223K +$921 +16 +0.4%
CCT
507
Chemung Canal Trust
New York
$221K -$7.89K -137 -3%
MC
508
Middleton & Co
Massachusetts
$221K – – –
BSW
509
Buckingham Strategic Wealth
Missouri
$221K +$228K +3,952 New
AI
510
Atria Investments
North Carolina
$220K +$227K +3,948 New
PIM
511
Penobscot Investment Management
Massachusetts
$218K – – –
AWCI
512
Alpine Woods Capital Investors
New York
$216K – – –
AIP
513
Ameritas Investment Partners
Nebraska
$212K – – –
DP
514
Dearborn Partners
Illinois
$211K +$217K +3,776 New
SWP
515
Stratos Wealth Partners
Ohio
$210K +$218K +3,780 New
WSFS
516
Wilmington Savings Fund Society
Delaware
$208K +$9.27K +161 +5%
BWFA
517
Baltimore-Washington Financial Advisors
Maryland
$207K – – –
IP
518
Isthmus Partners
Wisconsin
$207K – – –
HR
519
Howe & Rusling
New York
$205K -$603K -10,477 -74%
LIM
520
Leavell Investment Management
Alabama
$204K +$210K +3,652 New
N
521
Natixis
France
$200K +$206K +3,577 New
ZB
522
Zions Bancorporation
Utah
$197K +$203K +3,517 New
BEAM
523
Baker Ellis Asset Management
Washington
$194K -$10.7K -186 -5%
SIG
524
Schooner Investment Group
Pennsylvania
$174K -$1.25M -21,665 -88%
PMFA
525
Plante Moran Financial Advisors
Michigan
$171K – – –
19 20
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