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Name Holding Trade Value Shares
Change 		Change in
Stake
WEC
926
Winslow Evans & Crocker
Massachusetts
$65.6K -$33.3K -860 -33%
PO
927
Private Ocean
California
$61K +$8.04K +208 +15%
OMCS
928
Old Mutual Customised Solutions
South Africa
$45K -$139K -3,600 -75%
SJIM
929
St. Johns Investment Management
Florida
$42K -$8.74K -226 -17%
SAM
930
Shamrock Asset Management
Texas
$42K – – –
TCM
931
TD Capital Management
Tennessee
$42K +$155 +4 +0.4%
JG
932
Jefferies Group
New York
$41K -$877K -22,664 -95%
CFSG
933
Community Financial Services Group
Vermont
$40K – – –
NCM
934
Nelson Capital Management
California
$39K – – –
TIM
935
Tortoise Investment Management
New York
$39K – – –
FMB
936
Field & Main Bank
Kentucky
$38K – – –
FAM
937
Formidable Asset Management
Ohio
$38K – – –
MIC
938
MU Investments Company
Japan
$38K – – –
RAM
939
Riggs Asset Management
Pennsylvania
$38K +$39.1K +1,010 New
EFSCE
940
Enterprise Financial Services Corp (EFSC)
Missouri
$32K -$5.8K -150 -15%
WCAM
941
West Coast Asset Management
California
$30.2K – – –
HF
942
Hoxton Financial
West Virginia
$30K – – –
CAW
943
Cornerstone Advisors (Washington)
Washington
$28K -$109K -2,824 -79%
WA
944
Waverly Advisors
Alabama
$25K +$15.5K +400 +149%
PFO
945
Pathstone Family Office
New Jersey
$25K +$25.4K +658 New
BOK
946
Bank of Kentucky
Kentucky
$23K – – –
MWP
947
MYCIO Wealth Partners
Pennsylvania
$23K – – –
VCM
948
Vigilant Capital Management
Maine
$23K – – –
AAM
949
American Asset Management
Florida
$23K +$23.6K +610 New
FMP
950
Financial Management Professionals
Texas
$22K – – –
36 37
38
39 40