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Name Holding Trade Value Shares
Change
Change in
Stake
MHS
1401
M Holdings Securities
Oregon
$810K -$79.2K -1,660 -9%
RC
1402
RegentAtlantic Capital
New Jersey
$810K -$29.6K -620 -4%
WI
1403
Wintrust Investments
Illinois
$809K +$101K +2,120 +15%
CFA
1404
Carroll Financial Associates
North Carolina
$809K +$248K +5,200 +45%
WA
1405
WBH Advisory
Maryland
$797K +$48.7K +1,020 +7%
FCH
1406
Freestone Capital Holdings
Washington
$795K +$24.8K +520 +3%
4IG
1407
440 Investment Group
Kansas
$790K +$779K +16,320 New
FA
1408
FCG Advisors
New Jersey
$782K +$56.3K +1,180 +8%
CA
1409
Cornerstone Advisory
Maryland
$778K -$15.3K -320 -2%
CFP
1410
Cornerstone Financial Partners
North Carolina
$777K +$27.7K +580 +4%
PIC
1411
PCJ Investment Counsel
Ontario, Canada
$774K +$763K +16,000 New
HHGA
1412
Halbert Hargrove Global Advisors
California
$772K +$5.72K +120 +0.8%
SBWIC
1413
Schaper Benz & Wise Investment Counsel
Wisconsin
$770K +$23.9K +500 +3%
AIP
1414
Ahrens Investment Partners
Louisiana
$761K +$282K +5,920 +60%
AB
1415
Atlas Brown
Kentucky
$759K -$86.8K -1,820 -10%
BFA
1416
Beaumont Financial Advisors
Massachusetts
$754K +$223K +4,680 +43%
BWAM
1417
Boyd Watterson Asset Management
Ohio
$748K +$60.1K +1,260 +9%
BWFM
1418
Bridgewater Wealth & Financial Management
Maryland
$743K +$103K +2,160 +16%
NFG
1419
Nadler Financial Group
Illinois
$742K +$23.9K +500 +3%
AR
1420
Advisory Research
Illinois
$741K -$22.9K -480 -3%
SWM
1421
Segment Wealth Management
Texas
$741K +$322K +6,740 +79%
HFM
1422
Hartford Financial Management
Connecticut
$740K
MGAM
1423
McGowan Group Asset Management
Texas
$740K
AIM
1424
Aspen Investment Management
Michigan
$730K +$10.5K +220 +1%
ACP
1425
Arcus Capital Partners
Georgia
$728K