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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
901
Reilly Financial Advisors
California
$141K +$76.5K +4,564 +100%
SMU
902
Signet Management USA
Virginia
$139K +$151K +9,000 New
ECM
903
Endex Capital Management
Kansas
$132K – – –
TFO
904
Tarbox Family Office
California
$128K +$139K +8,314 New
LFR
905
Lehman Financial Resources
Pennsylvania
$127K +$28.5K +1,700 +26%
PSI
906
Pinnacle Summer Investments
Virginia
$126K -$12.6K -753 -8%
ST
907
Stifel Trust
Missouri
$118K – – –
SHWM
908
Smith & Howard Wealth Management
Georgia
$116K – – –
TCM
909
Tradewinds Capital Management
Washington
$113K +$123K +7,350 New
CCS
910
Crosspoint Capital Strategies
California
$113K +$123K +7,356 New
TWA
911
TCI Wealth Advisors
Arizona
$111K -$2.38K -142 -2%
KTC
912
Kistler-Tiffany Companies
Pennsylvania
$109K +$252 +15 +0.2%
JWM
913
Jacobus Wealth Management
Wisconsin
$108K – – –
AA
914
Apriem Advisors
California
$103K +$84 +5 +0.1%
BFEC
915
Benjamin F. Edwards & Company
Missouri
$101K +$25.2K +1,504 +30%
CFA
916
Carroll Financial Associates
North Carolina
$100K -$43.8K -2,610 -29%
ITIM
917
Indiana Trust & Investment Management
Indiana
$100K – – –
HR
918
Howe & Rusling
New York
$99K +$41.3K +2,460 +62%
CFS
919
Community Financial System
New York
$98K -$16.8K -1,000 -14%
PFA
920
Paradigm Financial Advisors
Missouri
$98K +$106K +6,341 New
HCM
921
Horrell Capital Management
Arkansas
$95K – – –
TFA
922
Transamerica Financial Advisors
Florida
$93K +$5.9K +352 +6%
JIC
923
Joel Isaacson & Co
New York
$86K +$63.8K +3,803 +216%
BBPWM
924
Blue Bell Private Wealth Management
Pennsylvania
$85K +$92.6K +5,523 New
EFSCE
925
Enterprise Financial Services Corp (EFSC)
Missouri
$84K – – –
35 36
37
38 39