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Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
1001
West Oak Capital
California
$30.8K – – –
PSC
1002
Prentiss Smith & Co
Vermont
$29K -$13.2K -1,000 -30%
DOA
1003
D'Orazio & Associates
Virginia
$29K – – –
DAM
1004
Delta Asset Management
Tennessee
$28K +$53 +4 +0.2%
JFA
1005
JNBA Financial Advisors
Minnesota
$27K -$1.15K -87 -4%
BAM
1006
Bruderman Asset Management
New York
$26K -$17.3K -1,312 -39%
BCM
1007
Blume Capital Management
California
$26K – – –
AIM
1008
Anchor Investment Management
South Carolina
$25.1K -$3.73K -283 -12%
LWA
1009
Lowe Wealth Advisors
Maryland
$25K – – –
MUS
1010
Mitsubishi UFJ Securities
Japan
$24K -$47.6K -3,610 -66%
FPFS
1011
First Personal Financial Services
North Carolina
$24K +$3.44K +261 +16%
HFM
1012
Hartford Financial Management
Connecticut
$23K -$8.48K -643 -26%
MCA
1013
Mercer Capital Advisers
New Jersey
$22K +$6.59K +500 +40%
MRCM
1014
M&R Capital Management
New Jersey
$22K +$23.7K +1,800 New
ADL
1015
Asset Dedication LLC
California
$21K -$23.9K -1,814 -53%
GAM
1016
Gemmer Asset Management
California
$20K -$6.59K -500 -24%
DSC
1017
Duncker Streett & Co
Missouri
$20K – – –
PCC
1018
Park Circle Company
Maryland
$19K – – –
PFG
1019
Piershale Financial Group
Illinois
$19K +$132 +10 +0.7%
LWCFA
1020
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K +$3.96K +300 +25%
TRCT
1021
Tower Research Capital (TRC)
New York
$19K +$6.59K +500 +51%
KPCM
1022
Kings Point Capital Management
New York
$18K -$264 -20 -1%
CGT
1023
Capital Guardian Trust
California
$17K – – –
PFBT
1024
Parkside Financial Bank & Trust
Missouri
$16K -$435 -33 -3%
AWMS
1025
Advocacy Wealth Management Services
Georgia
$15K -$11.2K -850 -42%
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