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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1301
Modera Wealth Management
New Jersey
$928K +$53.3K +1,072 +6%
IIC
1302
Ironwood Investment Counsel
Arizona
$924K +$17.6K +355 +2%
PIA
1303
Peachtree Investment Advisors
Georgia
$923K +$44.7K +900 +5%
WA
1304
WBH Advisory
Maryland
$910K -$13.9K -279 -2%
SFSIG
1305
San Francisco Sentry Investment Group
California
$905K +$63.7K +1,282 +8%
BDF
1306
Balasa Dinverno & Foltz
$905K +$79.7K +1,604 +10%
LCM
1307
Lucas Capital Management
New Jersey
$904K +$43.1K +867 +5%
MWP
1308
MYCIO Wealth Partners
Pennsylvania
$904K +$43.7K +880 +5%
AWA
1309
AmeriServ Wealth Advisors
Pennsylvania
$898K -$206K -4,146 -19%
YMRC
1310
Yorktown Management & Research Company
Virginia
$893K – – –
FIM
1311
Fruth Investment Management
Texas
$892K +$29.8K +600 +3%
MFBTD
1312
MB Financial Bank - Trust Department
Illinois
$891K -$19.9K -400 -2%
ROTUOC
1313
Regents of the University of California
California
$887K – – –
HA
1314
Hamel Associates
New Jersey
$883K – – –
OAM
1315
Occidental Asset Management
California
$882K -$34.3K -691 -4%
P
1316
Pitcairn
Pennsylvania
$874K -$30.8K -619 -3%
FWP
1317
FAS Wealth Partners
Kansas
$874K +$197K +3,960 +29%
DIP
1318
DT Investment Partners
Pennsylvania
$868K +$180K +3,623 +26%
KTC
1319
Kistler-Tiffany Companies
Pennsylvania
$853K +$88.7K +1,784 +12%
LA
1320
Lynch & Associates
Indiana
$853K +$180K +3,627 +27%
MMG
1321
Monetary Management Group
Missouri
$852K -$114K -2,293 -12%
PVWM
1322
Point View Wealth Management
New Jersey
$846K -$43.3K -871 -5%
JWM
1323
Jacobus Wealth Management
Wisconsin
$841K +$10.3K +208 +1%
WCF
1324
West Coast Financial
California
$838K -$80K -1,610 -9%
KLWA
1325
Kelly Lawrence W & Associates
California
$838K -$5.47K -110 -0.7%
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