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Name Holding Trade Value Shares
Change 		Change in
Stake
IP
601
Isthmus Partners
Wisconsin
$20K – – –
TNB
602
Thomasville National Bank
Georgia
$20K +$21.5K +575 New
AW
603
Alpha Windward
Massachusetts
$18K -$421K -11,280 -96%
ZB
604
Zions Bancorporation
Utah
$18K +$18.6K +499 New
TWA
605
TCI Wealth Advisors
Arizona
$17K -$112 -3 -0.6%
ATC
606
Adirondack Trust Company
New York
$16K +$4.86K +130 +36%
IPC
607
Independent Portfolio Consultants
Florida
$15K +$15.9K +427 New
DAM
608
Delta Asset Management
Tennessee
$14K -$11.2K -300 -43%
KTC
609
Kistler-Tiffany Companies
Pennsylvania
$13K +$7.36K +197 +105%
VNA
610
Valley National Advisers
Pennsylvania
$13K +$13.7K +366 New
TC
611
Trust Company
Kansas
$13K +$14.5K +389 New
WEC
612
Winslow Evans & Crocker
Massachusetts
$12.2K -$10K -268 -43%
FWM
613
Focused Wealth Management
New York
$12K +$7.28K +195 +139%
JFA
614
JNBA Financial Advisors
Minnesota
$11K – – –
AA
615
Apriem Advisors
California
$11K +$11.4K +305 +15,250%
AP
616
Atwood & Palmer
Missouri
$10K -$6.54K -175 -37%
TFO
617
Tarbox Family Office
California
$10K -$560 -15 -5%
AWS
618
Aris Wealth Services
Pennsylvania
$10K +$10.6K +285 New
GWS
619
Glassman Wealth Services
Virginia
$9K – – –
S
620
SignatureFD
Georgia
$9K +$1.38K +37 +16%
JFGIW
621
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K +$2.8K +75 +47%
AF
622
Arrow Financial
New York
$7K -$3.73K -100 -33%
CG
623
Colony Group
Massachusetts
$7K – – –
MWP
624
MYCIO Wealth Partners
Pennsylvania
$7K – – –
AC
625
Alexandria Capital
Virginia
$7K +$75 +2 +1%
23 24
25
26 27