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Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
1301
Holt Capital Partners
Texas
$202K +$190K +1,300 New
CBB
1302
Citizens Business Bank
California
$201K -$34.2K -234 -15%
ACP
1303
Aveo Capital Partners
Colorado
$201K +$189K +1,291 New
RHFI
1304
Reilly Herbert Faulkner III
$200K +$188K +1,286 New
FFC
1305
First Financial Corp
Indiana
$199K -$47.3K -324 -20%
NYLT
1306
New York Life Trust
New York
$191K -$11.7K -80 -6%
LJHT
1307
Laurie J. Hall Trustee
$191K +$175K +1,200 New
SWA
1308
Sutton Wealth Advisors
Florida
$187K -$4.38K -30 -2%
RFA
1309
Reilly Financial Advisors
California
$182K +$20K +137 +13%
SBL
1310
Sargent Bickham Lagudis
Colorado
$180K -$4.67K -32 -3%
KLWA
1311
Kelly Lawrence W & Associates
California
$180K – – –
YWP
1312
YorkBridge Wealth Partners
New York
$180K +$175K +1,198 New
SC
1313
SRB Corp
Massachusetts
$179K +$168K +1,149 New
AA
1314
Apriem Advisors
California
$177K -$40K -274 -19%
CPA
1315
Clear Perspective Advisors
Illinois
$176K +$165K +1,132 New
FPFS
1316
First Personal Financial Services
North Carolina
$174K -$376K -2,575 -70%
SIC
1317
Salem Investment Counselors
North Carolina
$171K +$1.02K +7 +0.6%
AOWM
1318
Alpha Omega Wealth Management
Virginia
$171K +$131K +900 +450%
WA
1319
WealthTrust-Arizona
Arizona
$168K – – –
WIM
1320
Westside Investment Management
California
$167K +$153K +1,045 New
IWC
1321
Integrated Wealth Counsel
California
$163K +$146K +1,000 +2,222%
HCC
1322
Hirtle Callaghan & Co
Pennsylvania
$161K -$1.21M -8,272 -89%
MPWT
1323
MassMutual Private Wealth & Trust
Connecticut
$160K +$150K +1,028 New
AWM
1324
AllSquare Wealth Management
New York
$157K – – –
AIM
1325
Acrospire Investment Management
Illinois
$156K +$87.6K +600 +150%
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