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Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
1001
Parasol Investment Management
Illinois
$39K – – –
EWM
1002
Edge Wealth Management
New York
$38K -$58.9K -4,470 -59%
RWA
1003
Ropes Wealth Advisors
Massachusetts
$38K – – –
DBT
1004
Dubuque Bank & Trust
Iowa
$36K +$1.16K +88 +3%
LWM
1005
Lenox Wealth Management
Ohio
$32K – – –
WOC
1006
West Oak Capital
California
$30.8K – – –
PSC
1007
Prentiss Smith & Co
Vermont
$29K -$13.2K -1,000 -30%
DOA
1008
D'Orazio & Associates
Virginia
$29K – – –
DAM
1009
Delta Asset Management
Tennessee
$28K +$53 +4 +0.2%
JFA
1010
JNBA Financial Advisors
Minnesota
$27K -$1.15K -87 -4%
BAM
1011
Bruderman Asset Management
New York
$26K -$17.3K -1,312 -39%
BCM
1012
Blume Capital Management
California
$26K – – –
AIM
1013
Anchor Investment Management
South Carolina
$25.1K -$3.73K -283 -12%
LWA
1014
Lowe Wealth Advisors
Maryland
$25K – – –
MUS
1015
Mitsubishi UFJ Securities
Japan
$24K -$47.6K -3,610 -66%
FPFS
1016
First Personal Financial Services
North Carolina
$24K +$3.44K +261 +16%
HFM
1017
Hartford Financial Management
Connecticut
$23K -$8.48K -643 -26%
MCA
1018
Mercer Capital Advisers
New Jersey
$22K +$6.59K +500 +40%
MRCM
1019
M&R Capital Management
New Jersey
$22K +$23.7K +1,800 New
ADL
1020
Asset Dedication LLC
California
$21K -$23.9K -1,814 -53%
GAM
1021
Gemmer Asset Management
California
$20K -$6.59K -500 -24%
DSC
1022
Duncker Streett & Co
Missouri
$20K – – –
PCC
1023
Park Circle Company
Maryland
$19K – – –
PFG
1024
Piershale Financial Group
Illinois
$19K +$132 +10 +0.7%
LWCFA
1025
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K +$3.96K +300 +25%
39 40
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42 43