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AON

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
476
JFS Wealth Advisors
Pennsylvania
$184K – – –
SC
477
SRB Corp
Massachusetts
$179K – – –
CAW
478
Cornerstone Advisors (Washington)
Washington
$163K – – –
SFPIA
479
Stevens First Principles Investment Advisors
California
$151K – – –
GRP
480
Global Retirement Partners
California
$124K – – –
HI
481
Hudock Inc
Pennsylvania
$124K – – –
GLI
482
Guardian Life Insurance
New York
$120K +$808 +7 +0.7%
MCM
483
Manchester Capital Management
Vermont
$106K -$70.3K -609 -41%
FPF
484
FNY Partners Fund
New York
$106K +$104K +900 New
CFA
485
Carroll Financial Associates
North Carolina
$102K -$5.19K -45 -5%
NCM
486
New Capital Management
Texas
$88K – – –
NFG
487
Next Financial Group
Texas
$87K +$79.6K +690 +2,091%
MDCM
488
Morgan Dempsey Capital Management
Wisconsin
$86K +$2.77K +24 +3%
RIM
489
Rampart Investment Management
Connecticut
$86K +$83.9K +727 New
CPP
490
Crow Point Partners
Massachusetts
$85K +$82.7K +717 New
PA
491
Parallel Advisors
California
$76K +$5.88K +51 +9%
WAM
492
Wealthspire Advisors (Maryland)
Maryland
$72K +$10K +87 +17%
FANJ
493
Financial Architects (New Jersey)
New Jersey
$66K +$59.2K +513 +1,350%
SGAM
494
Smith Group Asset Management
Texas
$61K -$2.31K -20 -4%
WPA
495
West Paces Advisors
Georgia
$60.9K – – –
VCM
496
Versant Capital Management
Arizona
$58K -$115 -1 -0.2%
FPS
497
Fieldpoint Private Securities
Connecticut
$57K +$55.4K +480 New
CS
498
Credential Securities
$53.2K +$38.7K +335 +296%
AIM
499
Advantage Investment Management
Iowa
$52K +$50.8K +440 New
BIG
500
Bellwether Investment Group
Tennessee
$49K – – –
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