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Name Holding Trade Value Shares
Change
Change in
Stake
BOK
501
Bank of Kentucky
Kentucky
$15K – – –
KCM
502
Karp Capital Management
California
$15K +$69 +5 +0.5%
AF
503
Arrow Financial
New York
$14K -$36K -2,622 -72%
BKA
504
Brick & Kyle Associates
Pennsylvania
$14K – – –
KTC
505
Kistler-Tiffany Companies
Pennsylvania
$14K – – –
CGT
506
Capital Guardian Trust
California
$14K +$13.4K +972 New
LFR
507
Lehman Financial Resources
Pennsylvania
$14K +$13.7K +1,000 New
VFA
508
Virtus Fund Advisers
Connecticut
$12K -$13.9K -1,014 -55%
EFSCE
509
Enterprise Financial Services Corp (EFSC)
Missouri
$11K – – –
TIM
510
Tortoise Investment Management
New York
$11K +$11K +800 New
GWA
511
Genesis Wealth Advisors
Massachusetts
$10.8K – – –
KT
512
Kanaly Trust
Texas
$9K -$234 -17 -3%
WA
513
WealthTrust-Arizona
Arizona
$9K – – –
SIA
514
Stancorp Investment Advisers
Oregon
$9K +$8.66K +630 New
WEC
515
Winslow Evans & Crocker
Massachusetts
$8.92K – – –
ATC
516
Adirondack Trust Company
New York
$8K – – –
NSIM
517
North Star Investment Management
Illinois
$7K – – –
PMFA
518
Plante Moran Financial Advisors
Michigan
$7K – – –
RA
519
Rational Advisors
New York
$6K -$3.74K -272 -40%
CTC
520
Central Trust Company
Missouri
$6K – – –
WT
521
Whittier Trust
California
$6K – – –
MWAN
522
Mariner Wealth Advisors (NYC)
Kansas
$5K +$5.26K +383 New
ACS
523
Archford Capital Strategies
Illinois
$4.45K – – –
CFSG
524
Community Financial Services Group
Vermont
$4K +$3.57K +260 New
CTB
525
Country Trust Bank
Illinois
$4K +$3.71K +270 New