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Name Holding Trade Value Shares
Change 		Change in
Stake
HT
1026
Heritage Trust
Oklahoma
$146K – – –
SFG
1027
SevenBridge Financial Group
Pennsylvania
$146K – – –
MUS
1028
Mitsubishi UFJ Securities
Japan
$143K -$14.4K -240 -10%
EWM
1029
Endurance Wealth Management
Rhode Island
$140K – – –
WOC
1030
West Oak Capital
California
$138K -$41.9K -700 -25%
BTIS
1031
BB&T Investment Services
North Carolina
$137K +$18.5K +308 +17%
IIC
1032
Integrated Investment Consultants
Michigan
$135K +$5.93K +99 +5%
KTC
1033
Kistler-Tiffany Companies
Pennsylvania
$129K +$101K +1,684 +512%
HFM
1034
Hartford Financial Management
Connecticut
$128K – – –
FA
1035
Fortis Advisors
Pennsylvania
$128K +$120K +2,000 New
SWA
1036
Sutton Wealth Advisors
Florida
$124K – – –
NSIM
1037
North Star Investment Management
Illinois
$120K -$5.99K -100 -5%
MIFH
1038
Migdal Insurance & Financial Holdings
Israel
$113K +$105K +1,761 New
CPP
1039
Crow Point Partners
Massachusetts
$109K -$47.4K -791 -32%
LJHT
1040
Laurie J. Hall Trustee
$109K +$92.9K +1,550 +1,033%
IR
1041
Invictus RG
Bermuda
$107K -$27.9K -465 -22%
EWM
1042
Evercore Wealth Management
New York
$106K – – –
LC
1043
Landaas & Company
Wisconsin
$104K +$97.3K +1,624 New
SBL
1044
Sargent Bickham Lagudis
Colorado
$102K +$30K +500 +46%
SFSIG
1045
San Francisco Sentry Investment Group
California
$100K +$72.9K +1,217 +353%
KF
1046
Krilogy Financial
Missouri
$99K +$1.26K +21 +1%
MCA
1047
Mercer Capital Advisers
New Jersey
$96K – – –
DSC
1048
Duncker Streett & Co
Missouri
$90K – – –
VIA
1049
Vantage Investment Advisors
Pennsylvania
$89K – – –
WAS
1050
Winch Advisory Services
Wisconsin
$87K -$1.86K -31 -2%
40 41
42
43 44