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Name Holding Trade Value Shares
Change 		Change in
Stake
PWAP
1051
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$368K +$50.7K +7,800 +17%
MWP
1052
MYCIO Wealth Partners
Pennsylvania
$367K +$7.8K +1,200 +2%
LWA
1053
Lenox Wealth Advisors
New York
$367K +$230K +35,400 +211%
BAM
1054
Berkshire Asset Management
Pennsylvania
$365K – – –
TFA
1055
Toth Financial Advisory
Virginia
$365K – – –
RCAG
1056
Rehmann Capital Advisory Group
Michigan
$364K +$4.94K +760 +1%
PP
1057
Patten & Patten
Tennessee
$364K -$191K -29,360 -36%
SFI
1058
SPC Financial Inc
Maryland
$364K -$83K -12,760 -20%
PMFA
1059
Plante Moran Financial Advisors
Michigan
$363K +$310K +47,680 +1,216%
DY
1060
Dowling & Yahnke
California
$363K +$336K +51,680 New
RM
1061
Resource Management
Louisiana
$361K -$1.04K -160 -0.3%
CCP
1062
Corient Capital Partners
California
$359K – – –
SWA
1063
SFMG Wealth Advisors
Texas
$356K +$71.5K +11,000 +20%
TCOV
1064
Trust Company of Vermont
Vermont
$356K +$98.3K +15,120 +43%
DCM
1065
Delta Capital Management
New Jersey
$355K -$5.2K -800 -2%
SIM
1066
SSI Investment Management
California
$353K -$1.56K -240 -0.5%
MPM
1067
Meritage Portfolio Management
Kansas
$353K +$1.04K +160 +0.3%
NFG
1068
Nations Financial Group
Iowa
$353K +$20.8K +3,200 +7%
SMH
1069
Sanders Morris Harris
Texas
$353K +$104K +16,000 +47%
CF
1070
Centaurus Financial
California
$351K -$440K -67,640 -63%
TCM
1071
Tradition Capital Management
New Jersey
$351K +$325K +50,000 New
CGL
1072
Clarius Group LLC
Washington
$350K +$324K +49,800 New
EWA
1073
EP Wealth Advisors
California
$347K +$321K +49,360 New
SCM
1074
Sterling Capital Management
North Carolina
$345K -$52K -8,000 -14%
BCM
1075
Breiter Capital Management
Florida
$343K +$3.9K +600 +1%
41 42
43
44 45