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Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
1026
MYCIO Wealth Partners
Pennsylvania
$86K – – –
AWM
1027
AllSquare Wealth Management
New York
$86K +$81.6K +1,000 New
WA
1028
Waverly Advisors
Alabama
$81K -$15.1K -185 -16%
BCM
1029
Blume Capital Management
California
$73K +$69.4K +850 New
LFR
1030
Lehman Financial Resources
Pennsylvania
$69K +$8.16K +100 +14%
IMS
1031
Index Management Solutions
Pennsylvania
$69K +$23.3K +285 +55%
GAM
1032
Gemmer Asset Management
California
$65K – – –
KPCM
1033
Kings Point Capital Management
New York
$64K +$60.8K +745 New
RA
1034
Royce & Associates
New York
$61K – – –
CHP
1035
Cable Hill Partners
Oregon
$60K +$57.3K +702 New
DBT
1036
Dubuque Bank & Trust
Iowa
$55K – – –
TF
1037
Tompkins Financial
New York
$51K -$1.22K -15 -2%
CBT
1038
Central Bank & Trust
Kentucky
$50K +$47.3K +580 New
ACM
1039
Americafirst Capital Management
California
$49.5K +$46.9K +575 New
CFA
1040
CT Financial Advisors
Pennsylvania
$47K +$44.5K +545 New
AIM
1041
Advantage Investment Management
Iowa
$44K +$41.6K +510 New
AF
1042
Arrow Financial
New York
$43K -$4.65K -57 -10%
WF
1043
WealthTrust Fairport
Ohio
$43K – – –
SGC
1044
South Georgia Capital
Illinois
$43K +$40.8K +500 New
SFPIA
1045
Stevens First Principles Investment Advisors
California
$43K +$40.8K +500 New
EWM
1046
Edge Wealth Management
New York
$39K – – –
AC
1047
Alexandria Capital
Virginia
$39K +$25.2K +309 +221%
SIMG
1048
Stephens Investment Management Group
Texas
$37K – – –
KTC
1049
Kistler-Tiffany Companies
Pennsylvania
$30K +$28.6K +350 New
KT
1050
Kanaly Trust
Texas
$28K +$6.61K +81 +33%
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42
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