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Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
1026
D'Orazio & Associates
Virginia
$30K +$3.39K +273 +12%
LWM
1027
Lenox Wealth Management
Ohio
$29K – – –
MFW
1028
Mosaic Family Wealth
Missouri
$29K +$12.4K +1,002 +68%
WOC
1029
West Oak Capital
California
$28.5K – – –
SIC
1030
Salem Investment Counselors
North Carolina
$28K -$5.93K -477 -16%
HCC
1031
Hirtle Callaghan & Co
Pennsylvania
$28K – – –
MWM
1032
Mascoma Wealth Management
New Hampshire
$27K – – –
DAM
1033
Delta Asset Management
Tennessee
$26K -$4.92K -396 -15%
DBT
1034
Dubuque Bank & Trust
Iowa
$26K – – –
WP
1035
WealthPLAN Partners
Nebraska
$24.6K +$27.1K +2,183 New
SLF
1036
Sun Life Financial
Ontario, Canada
$23.4K +$3.39K +273 New
LWA
1037
Lowe Wealth Advisors
Maryland
$23K – – –
AIM
1038
Acrospire Investment Management
Illinois
$22K -$147K -11,838 -86%
FPS
1039
Fieldpoint Private Securities
Connecticut
$21K +$22.4K +1,800 New
WPA
1040
West Paces Advisors
Georgia
$20.7K -$3.85K -310 -15%
TC
1041
Trust Company
Kansas
$20K -$12.4K -1,000 -37%
PFSC
1042
Peoples Financial Services Corp
Pennsylvania
$20K +$7.76K +625 +56%
AA
1043
AlphaMark Advisors
Kentucky
$20K +$12.8K +1,030 +153%
QAM
1044
QCI Asset Management
New York
$20K +$17.4K +1,400 +467%
AIM
1045
Anchor Investment Management
South Carolina
$19.8K – – –
PFBT
1046
Parkside Financial Bank & Trust
Missouri
$19K +$211 +17 +1%
ADL
1047
Asset Dedication LLC
California
$19K +$6.21K +500 +48%
BCM
1048
Blume Capital Management
California
$18K – – –
DSC
1049
Duncker Streett & Co
Missouri
$17K – – –
GAM
1050
Gemmer Asset Management
California
$17K – – –
40 41
42
43 44