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Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
1026
MU Investments Company
Japan
$41K – – –
CG
1027
Colony Group
Massachusetts
$40K -$30.8K -788 -44%
EFSCE
1028
Enterprise Financial Services Corp (EFSC)
Missouri
$37K +$1.64K +42 +5%
BWFA
1029
Baltimore-Washington Financial Advisors
Maryland
$35K +$17.6K +450 +113%
HF
1030
Hoxton Financial
West Virginia
$33K – – –
CAW
1031
Cornerstone Advisors (Washington)
Washington
$33K +$2.66K +68 +9%
LWM
1032
LBA Wealth Management
Florida
$33K +$29.4K +752 +1,567%
BC
1033
Blackhill Capital
New Jersey
$33K +$31.2K +800 New
VNA
1034
Valley National Advisers
Pennsylvania
$31K +$31.3K +802 New
FMP
1035
Financial Management Professionals
Texas
$30K +$5.55K +142 +24%
SAM
1036
Shamrock Asset Management
Texas
$29K -$15.3K -392 -35%
BOK
1037
Bank of Kentucky
Kentucky
$25K – – –
MWP
1038
MYCIO Wealth Partners
Pennsylvania
$25K – – –
LWM
1039
Lenox Wealth Management
Ohio
$24K – – –
HRIA
1040
Haberer Registered Investment Advisor
Ohio
$23K – – –
KPCM
1041
Kings Point Capital Management
New York
$23K +$22.3K +572 New
WCM
1042
Wealthcare Capital Management
Virginia
$21K – – –
MBT
1043
Monroe Bank & Trust
Michigan
$21K +$19.5K +500 New
CHC
1044
City Holding Co
West Virginia
$20K – – –
RFS
1045
Rockefeller Financial Services
New York
$20K +$18.7K +480 New
SC
1046
Searle & Co
Connecticut
$19K +$18.4K +470 New
GWA
1047
Genesis Wealth Advisors
Massachusetts
$18.9K +$15.6K +400 New
TFO
1048
Tarbox Family Office
California
$16K -$547 -14 -3%
LFR
1049
Lehman Financial Resources
Pennsylvania
$16K – – –
SMG
1050
Spectrum Management Group
Indiana
$16K – – –
40 41
42
43 44