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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
451
Bartlett & Co
Ohio
$12K +$10.5K +675 +450%
CPA
452
Cowen Prime Advisors
New York
$11K – – –
FAM
453
Formidable Asset Management
Ohio
$11K – – –
OC
454
Oakworth Capital
Alabama
$11K – – –
EFSCE
455
Enterprise Financial Services Corp (EFSC)
Missouri
$11K +$1.88K +120 +20%
RMAM
456
Raab & Moskowitz Asset Management
New Jersey
$11K +$11.5K +735 New
HIM
457
Hutchens Investment Management
New Hampshire
$11K +$11.7K +750 New
LWA
458
Lowe Wealth Advisors
Maryland
$11K +$11.7K +750 New
MFS
459
McNamara Financial Services
Massachusetts
$11K +$11.7K +750 New
RWM
460
Raffa Wealth Management
District of Columbia
$10K +$10.5K +675 New
PFG
461
Piershale Financial Group
Illinois
$10K +$234 +15 +2%
PRS
462
Pinkerton Retirement Specialists
Idaho
$10K +$10.3K +660 New
ASN
463
Advisory Services Network
Georgia
$10K +$12.4K +795 New
AP
464
Atwood & Palmer
Missouri
$9K – – –
VNA
465
Valley National Advisers
Pennsylvania
$8K +$12.9K +825 New
CFG
466
CKW Financial Group
Hawaii
$7K – – –
PFSC
467
Peoples Financial Services Corp
Pennsylvania
$7K – – –
MCA
468
Mercer Capital Advisers
New Jersey
$7K +$7.03K +450 New
CGT
469
Capital Guardian Trust
California
$6K – – –
FWM
470
Focused Wealth Management
New York
$6K +$469 +30 +8%
DAM
471
Delta Asset Management
Tennessee
$6K +$3.52K +225 +150%
JFGIW
472
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K +$5.39K +345 New
JFA
473
JNBA Financial Advisors
Minnesota
$5K +$5.63K +360 New
MWP
474
MYCIO Wealth Partners
Pennsylvania
$4K – – –
PMFA
475
Plante Moran Financial Advisors
Michigan
$4K – – –
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19
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