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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
901
Cavalier Investments
Georgia
$2.46M +$808K +2,300 +53%
VFA
902
Valeo Financial Advisors
Indiana
$2.44M -$207K -590 -8%
LNC
903
Lincoln National Corp
Pennsylvania
$2.42M +$86.1K +245 +4%
CCA
904
Checchi Capital Advisers
California
$2.42M +$55.2K +157 +2%
FG
905
Fiduciary Group
Georgia
$2.4M +$413K +1,176 +22%
KA
906
Kovack Advisors
Florida
$2.4M +$71.7K +204 +3%
WAM
907
Wallington Asset Management
Indiana
$2.39M – – –
MGIA
908
Moneta Group Investment Advisors
Missouri
$2.38M +$152K +432 +7%
BJL
909
Brighton Jones LLC
Washington
$2.38M -$4.22K -12 -0.2%
HPC
910
HM Payson & Co
Maine
$2.36M -$268K -764 -11%
WP
911
WealthPLAN Partners
Nebraska
$2.35M +$21.8K +62 +0.8%
WA
912
WBH Advisory
Maryland
$2.35M +$127K +362 +6%
SNB
913
Security National Bank
Nebraska
$2.35M +$1.66M +4,736 +301%
FSA
914
Franklin Street Advisors
North Carolina
$2.34M -$211K -600 -9%
PMG
915
ProVise Management Group
Florida
$2.33M +$70.3K +200 +3%
FHA
916
Flagship Harbor Advisors
Massachusetts
$2.33M +$181K +516 +9%
IA
917
IFG Advisory
Georgia
$2.33M -$45K -128 -2%
PVWM
918
Point View Wealth Management
New Jersey
$2.31M -$13K -37 -0.6%
GCAC
919
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.31M -$148K -420 -7%
WSFS
920
Wilmington Savings Fund Society
Delaware
$2.3M +$266K +757 +14%
DAS
921
Dynamic Advisor Solutions
Arizona
$2.28M -$154K -438 -7%
CCG
922
Ceeto Capital Group
Florida
$2.28M – – –
BFM
923
Boston Financial Management
Massachusetts
$2.27M -$211K -600 -9%
HFM
924
Hartford Financial Management
Connecticut
$2.27M -$318K -906 -13%
HIIFS
925
Harel Insurance Investments & Financial Services
Israel
$2.27M +$646K +1,840 +43%
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37
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