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Name Holding Trade Value Shares
Change
Change in
Stake
KTC
501
Kistler-Tiffany Companies
Pennsylvania
$14K
CGT
502
Capital Guardian Trust
California
$14K +$13.4K +972 New
LFR
503
Lehman Financial Resources
Pennsylvania
$14K +$13.7K +1,000 New
VFA
504
Virtus Fund Advisers
Connecticut
$12K -$13.9K -1,014 -55%
EFSCE
505
Enterprise Financial Services Corp (EFSC)
Missouri
$11K
TIM
506
Tortoise Investment Management
New York
$11K +$11K +800 New
GWA
507
Genesis Wealth Advisors
Massachusetts
$10.8K
KT
508
Kanaly Trust
Texas
$9K -$234 -17 -3%
WA
509
WealthTrust-Arizona
Arizona
$9K
SIA
510
Stancorp Investment Advisers
Oregon
$9K +$8.66K +630 New
WEC
511
Winslow Evans & Crocker
Massachusetts
$8.92K
ATC
512
Adirondack Trust Company
New York
$8K
SSA
513
South Street Advisors
New York
$7.69K +$138K +10,070 +2%
NSIM
514
North Star Investment Management
Illinois
$7K
PMFA
515
Plante Moran Financial Advisors
Michigan
$7K
RA
516
Rational Advisors
New York
$6K -$3.74K -272 -40%
CTC
517
Central Trust Company
Missouri
$6K
WT
518
Whittier Trust
California
$6K
MWAN
519
Mariner Wealth Advisors (NYC)
Kansas
$5K +$5.26K +383 New
ACS
520
Archford Capital Strategies
Illinois
$4.45K
CFSG
521
Community Financial Services Group
Vermont
$4K +$3.57K +260 New
CTB
522
Country Trust Bank
Illinois
$4K +$3.71K +270 New
RIA
523
Regal Investment Advisors
Michigan
$3K
FMII
524
Farmers & Merchants Investments Inc
Nebraska
$3K +$2.91K +212 New
IWMPD
525
Integrated Wealth Management (Palm Desert)
California
$3K +$3.02K +220 New