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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1176
Strategic Advisors
New York
$7.01M +$2.07M +83,120 +48%
IC
1177
Intersect Capital
California
$7M +$1.64M +65,872 +35%
WPP
1178
Whalerock Point Partners
Rhode Island
$6.98M -$651K -26,132 -9%
AL
1179
Aspiriant LLC
California
$6.97M +$4.8M +192,784 +306%
WA
1180
WFG Advisors
Texas
$6.93M -$1.28M -51,200 -17%
HC
1181
Hendley & Co
Ohio
$6.92M +$3.29K +132 +0.1%
ERIM
1182
Eagle Ridge Investment Management
Connecticut
$6.92M +$14.2K +568 +0.2%
PFS
1183
Physicians Financial Services
North Carolina
$6.9M +$150K +6,024 +2%
CCM
1184
Coldstream Capital Management
Washington
$6.9M +$994K +39,912 +19%
LCP
1185
Legacy Capital Partners
Wisconsin
$6.87M -$322K -12,932 -5%
FEG
1186
Financial Enhancement Group
Indiana
$6.85M +$379K +15,224 +6%
MCM
1187
Manchester Capital Management
Vermont
$6.85M +$2.11M +84,560 +51%
CNBT
1188
Canandaigua National Bank & Trust
New York
$6.85M -$131K -5,248 -2%
CCM
1189
Carderock Capital Management
Maryland
$6.8M -$130K -5,216 -2%
SSI
1190
Scott & Selber Inc
Texas
$6.8M +$1.53M +61,520 +33%
KPF
1191
K2 Principal Fund
Ontario, Canada
$6.8M -$1.26M -50,404 -17%
LCM
1192
Lucas Capital Management
New Jersey
$6.8M -$400K -16,060 -6%
WP
1193
WealthSource Partners
California
$6.8M +$6.22M +249,624 New
VWA
1194
V Wealth Advisors
Kansas
$6.78M +$6.19M +248,432 New
CFMC
1195
Curbstone Financial Management Corp
New Hampshire
$6.78M -$214K -8,600 -3%
SBL
1196
Sargent Bickham Lagudis
Colorado
$6.76M +$6.18M +248,128 New
OA
1197
Oxbow Advisors
Texas
$6.75M -$2.29M -91,884 -27%
AFWA
1198
Ancora Family Wealth Advisors
Ohio
$6.74M +$638K +25,600 +12%
MIP
1199
Marietta Investment Partners
Wisconsin
$6.72M -$421K -16,880 -6%
HIIFS
1200
Harel Insurance Investments & Financial Services
Israel
$6.72M +$4.19K +168 +0.1%
46 47
48
49 50