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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1351
Cobblestone Capital Advisors
New York
$925K -$12.4K -35 -1%
VAG
1352
VisionPoint Advisory Group
Texas
$923K -$126K -356 -11%
LFA
1353
Legend Financial Advisors
Pennsylvania
$921K -$61.6K -174 -6%
WAP
1354
Wealthcare Advisory Partners
Pennsylvania
$917K +$294K +830 +42%
VA
1355
Valmark Advisers
Ohio
$914K -$18.4K -52 -2%
CGM
1356
Centenus Global Management
New York
$913K +$993K +2,804 New
LA
1357
Lau Associates
Delaware
$912K – – –
PD
1358
Planning Directions
Pennsylvania
$912K +$40.7K +115 +4%
TC
1359
Trust Company
Kansas
$911K -$331K -935 -25%
MBTD
1360
Mechanics Bank - Trust Department
California
$911K -$152K -430 -13%
GCAC
1361
Guardian Capital Advisors (Canada)
Ontario, Canada
$911K -$44.3K -125 -4%
B
1362
Bailard
California
$910K -$1.7M -4,809 -63%
MWM
1363
Modera Wealth Management
New Jersey
$908K -$90.3K -255 -8%
RIA
1364
Regal Investment Advisors
Michigan
$908K +$12K +34 +1%
ISWM
1365
Independent Solutions Wealth Management
New York
$908K +$987K +2,787 New
CT
1366
Columbia Trust
Oregon
$902K +$982K +2,773 New
BAM
1367
Bellevue Asset Management
Washington
$900K +$978K +2,763 New
VNA
1368
Valley National Advisers
Pennsylvania
$899K +$173K +488 +21%
SIG
1369
Sargent Investment Group
Maryland
$897K +$207K +584 +27%
CC
1370
Cannell & Co
New York
$896K – – –
VCP
1371
Verus Capital Partners
Arizona
$896K +$974K +2,751 New
FPS
1372
Fieldpoint Private Securities
Connecticut
$894K +$112K +315 +13%
ARMT
1373
Amica Retiree Medical Trust
Rhode Island
$891K -$77.9K -220 -7%
RFN
1374
RDA Financial Network
Iowa
$888K +$53.1K +150 +6%
IAM
1375
Iridian Asset Management
Connecticut
$888K +$824K +2,329 +585%
53 54
55
56 57