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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
SNT
501
Security National Trust
West Virginia
$79K – – –
IPC
502
Independent Portfolio Consultants
Florida
$79K +$11.6K +229 +17%
WP
503
WealthPLAN Partners
Nebraska
$75.9K +$233K +4,591 New
IA
504
IFP Advisors
Florida
$70K +$71.9K +1,419 New
PAM
505
PartnerRe Asset Management
Connecticut
$64K -$112K -2,207 -63%
NYLT
506
New York Life Trust
New York
$62K -$2.79K -55 -4%
PAIA
507
Park Avenue Institutional Advisers
New York
$62K -$2.33K -46 -4%
KT
508
Kanaly Trust
Texas
$61K -$9.23K -182 -13%
TWMP
509
Taylor Wealth Management Partners
Massachusetts
$61K – – –
VNA
510
Valley National Advisers
Pennsylvania
$55K -$6.24K -123 -10%
FFC
511
First Financial Corp
Indiana
$53K – – –
JIC
512
Joel Isaacson & Co
New York
$49K – – –
MWP
513
MYCIO Wealth Partners
Pennsylvania
$49K – – –
LNB
514
Ledyard National Bank
$48K -$31.7K -625 -39%
MCM
515
Manchester Capital Management
Vermont
$48K – – –
GLI
516
Guardian Life Insurance
New York
$45K -$11.4K -224 -20%
PFBT
517
Parkside Financial Bank & Trust
Missouri
$44K +$1.88K +37 +4%
PCTC
518
Perkins Coie Trust Company
Washington
$43K -$18.8K -371 -30%
DAM
519
Delta Asset Management
Tennessee
$43K -$9.38K -185 -18%
MCA
520
Mercer Capital Advisers
New Jersey
$43K – – –
NFG
521
Next Financial Group
Texas
$41K – – –
BFEC
522
Benjamin F. Edwards & Company
Missouri
$40K -$6.44K -127 -14%
MMG
523
Monetary Management Group
Missouri
$37K – – –
HCC
524
Hirtle Callaghan & Co
Pennsylvania
$36K -$100K -1,981 -73%
S
525
SignatureFD
Georgia
$36K +$29.6K +584 +436%
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