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Name Holding Trade Value Shares
Change 		Change in
Stake
SOAMC
1001
Spirit of America Management Corp
New York
$1.92M – – –
SLG
1002
Stanley-Laman Group
Pennsylvania
$1.91M -$252K -728 -11%
KIG
1003
Kessler Investment Group
Indiana
$1.9M -$36.6K -106 -2%
AB
1004
AT Bancorp
Iowa
$1.9M -$7.6K -22 -0.4%
NFG
1005
Next Financial Group
Texas
$1.89M +$1.13M +3,266 +125%
CWM
1006
Chesapeake Wealth Management
Virginia
$1.89M -$26.6K -77 -1%
NQWM
1007
Northwest Quadrant Wealth Management
Oregon
$1.89M +$4.15K +12 +0.2%
BPM
1008
Bowling Portfolio Management
Ohio
$1.89M -$5.18M -15,004 -72%
EHWM
1009
Eads & Heald Wealth Management
Georgia
$1.89M +$41.1K +119 +2%
TSS
1010
Two Sigma Securities
New York
$1.89M +$49.4K +143 +3%
TFA
1011
Toth Financial Advisory
Virginia
$1.88M – – –
SFA
1012
Sequoia Financial Advisors
Ohio
$1.88M +$420K +1,217 +26%
CP
1013
Cumberland Partners
Ontario, Canada
$1.87M -$907K -2,626 -31%
EWM
1014
Empirical Wealth Management
Washington
$1.87M +$378K +1,093 +23%
HCA
1015
Harbour Capital Advisors
Virginia
$1.87M -$6.56K -19 -0.3%
REMPR
1016
Roof Eidam Maycock Peralta (REMP)
California
$1.87M – – –
LWAC
1017
Laurel Wealth Advisors (California)
California
$1.86M -$492K -1,424 -20%
SNT
1018
Security National Trust
West Virginia
$1.85M -$29.4K -85 -1%
PWAG
1019
Polaris Wealth Advisory Group
California
$1.85M +$64.3K +186 +3%
PTC
1020
Private Trust Company
Ohio
$1.85M +$170K +492 +9%
JG
1021
Jefferies Group
New York
$1.85M -$6.8M -19,675 -77%
HWA
1022
HCR Wealth Advisors
California
$1.84M -$15.2K -44 -0.8%
GH
1023
GAM Holding
Switzerland
$1.84M +$442K +1,279 +34%
DPIM
1024
Duff & Phelps Investment Management
Illinois
$1.83M – – –
CWM
1025
Confluence Wealth Management
Oregon
$1.83M +$37.3K +108 +2%
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