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Name Holding Trade Value Shares
Change 		Change in
Stake
SNT
501
Security National Trust
West Virginia
$19K – – –
EWM
502
Evercore Wealth Management
New York
$17K – – –
PSUF
503
People's United Financial
Connecticut
$17K – – –
PIM
504
Parasol Investment Management
Illinois
$17K +$17.1K +300 New
FANJ
505
Financial Architects (New Jersey)
New Jersey
$15K -$56.3K -990 -79%
MCM
506
MV Capital Management
Maryland
$15K +$14.6K +257 New
MCM
507
Manchester Capital Management
Vermont
$13K -$9.61K -169 -41%
NSIM
508
North Star Investment Management
Illinois
$12K – – –
VIA
509
Vantage Investment Advisors
Pennsylvania
$12K +$6.03K +106 +101%
DAM
510
Delta Asset Management
Tennessee
$11K – – –
IRS
511
Invictus RG (Singapore)
Singapore
$11K +$11.4K +200 New
MCA
512
Mercer Capital Advisers
New Jersey
$11K +$11.4K +200 New
TDC
513
Thompson Davis & Co
Virginia
$9K – – –
FPFS
514
First Personal Financial Services
North Carolina
$8K – – –
FCCM
515
First City Capital Management
Georgia
$7.26K – – –
MPWT
516
MassMutual Private Wealth & Trust
Connecticut
$7.14K -$4.83K -85 -40%
ASN
517
Advisory Services Network
Georgia
$7K -$471K -8,295 -99%
EFSCE
518
Enterprise Financial Services Corp (EFSC)
Missouri
$7K +$1.88K +33 +36%
BWA
519
Burt Wealth Advisors
Maryland
$6K – – –
CFA
520
Carroll Financial Associates
North Carolina
$6K – – –
CHC
521
City Holding Co
West Virginia
$6K – – –
QAM
522
QCI Asset Management
New York
$6K – – –
GWM
523
Gupta Wealth Management
California
$6K +$5.8K +102 New
IWMPD
524
Integrated Wealth Management (Palm Desert)
California
$6K +$6.14K +108 New
PMFA
525
Plante Moran Financial Advisors
Michigan
$5K – – –
19 20
21
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