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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1026
Waverly Advisors
Alabama
$81K -$15.1K -185 -16%
BCM
1027
Blume Capital Management
California
$73K +$69.4K +850 New
LFR
1028
Lehman Financial Resources
Pennsylvania
$69K +$8.16K +100 +14%
IMS
1029
Index Management Solutions
Pennsylvania
$69K +$23.3K +285 +55%
GAM
1030
Gemmer Asset Management
California
$65K – – –
KPCM
1031
Kings Point Capital Management
New York
$64K +$60.8K +745 New
RA
1032
Royce & Associates
New York
$61K – – –
CHP
1033
Cable Hill Partners
Oregon
$60K +$57.3K +702 New
DBT
1034
Dubuque Bank & Trust
Iowa
$55K – – –
TF
1035
Tompkins Financial
New York
$51K -$1.22K -15 -2%
CBT
1036
Central Bank & Trust
Kentucky
$50K +$47.3K +580 New
CFA
1037
CT Financial Advisors
Pennsylvania
$47K +$44.5K +545 New
AIM
1038
Advantage Investment Management
Iowa
$44K +$41.6K +510 New
AF
1039
Arrow Financial
New York
$43K -$4.65K -57 -10%
WF
1040
WealthTrust Fairport
Ohio
$43K – – –
SGC
1041
South Georgia Capital
Illinois
$43K +$40.8K +500 New
SFPIA
1042
Stevens First Principles Investment Advisors
California
$43K +$40.8K +500 New
EWM
1043
Edge Wealth Management
New York
$39K – – –
AC
1044
Alexandria Capital
Virginia
$39K +$25.2K +309 +221%
SIMG
1045
Stephens Investment Management Group
Texas
$37K – – –
KTC
1046
Kistler-Tiffany Companies
Pennsylvania
$30K +$28.6K +350 New
KT
1047
Kanaly Trust
Texas
$28K +$6.61K +81 +33%
GXMC
1048
Global X Management Company
New York
$27K +$4.9K +60 +24%
KCM
1049
Karp Capital Management
California
$26K +$24.5K +300 New
TFO
1050
Tarbox Family Office
California
$25K +$326 +4 +1%
40 41
42
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