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Name Holding Trade Value Shares
Change 		Change in
Stake
LBD
1926
Landsberg Bennett & Dubbaneh
Florida
$5.71M +$1.58M +24,636 +46%
PCS
1927
Personal CFO Solutions
New Jersey
$5.71M +$5M +77,712 New
PAS
1928
Partnervest Advisory Services
California
$5.71M -$822K -12,780 -14%
NAS
1929
Nicolet Advisory Services
Wisconsin
$5.71M -$58.2K -904 -1%
LOPW
1930
Live Oak Private Wealth
North Carolina
$5.7M +$5M +77,684 New
MA
1931
MCF Advisors
Kentucky
$5.7M +$26.8K +416 +0.5%
AHC
1932
Anderson Hoagland & Co
Missouri
$5.69M – – –
CHP
1933
Cable Hill Partners
Oregon
$5.68M +$7.21K +112 +0.1%
WCAMG
1934
Woodard & Company Asset Management Group
North Carolina
$5.68M -$122K -1,904 -2%
HMS
1935
Hanseatic Management Services
New Mexico
$5.67M +$951K +14,788 +24%
XF
1936
XML Financial
Maryland
$5.67M +$4.97M +77,192 New
BMCM
1937
Bryn Mawr Capital Management
Pennsylvania
$5.65M +$507K +7,880 +11%
ICOM
1938
Investment Counselors of Maryland
Maryland
$5.65M -$90.1K -1,400 -2%
JHCP
1939
Jackson Hole Capital Partners
Oklahoma
$5.64M – – –
GCA
1940
Genesee Capital Advisors
New York
$5.63M -$148K -2,308 -3%
AFM
1941
Abbot Financial Management
Massachusetts
$5.62M -$32.2K -500 -0.6%
GCAC
1942
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.61M -$585K -9,088 -11%
PCM
1943
Poehling Capital Management
Wisconsin
$5.61M -$34.2K -532 -0.7%
TA
1944
TCG Advisors
Texas
$5.6M +$410K +6,368 +9%
EF
1945
Exeter Financial
Arizona
$5.59M -$494K -7,680 -9%
WSC
1946
Wellington Shields & Co
New York
$5.58M +$3.07M +47,792 +169%
OCM
1947
Olstein Capital Management
New York
$5.58M -$1.29M -20,000 -21%
FWC
1948
First Washington Corp
Washington
$5.58M -$111K -1,720 -2%
ISWM
1949
Independent Solutions Wealth Management
New York
$5.58M +$4.89M +75,956 New
NWS
1950
Newport Wealth Strategies
California
$5.56M +$1.82M +28,316 +61%
76 77
78
79 80