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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
676
Wealthspire Advisors (Maryland)
Maryland
$646K +$200K +1,619 +55%
MLL
677
Moody Lynn & Lieberson
Massachusetts
$641K +$561K +4,546 New
BFEC
678
Benjamin F. Edwards & Company
Missouri
$636K -$5.56K -45 -1%
CL
679
CPWM LLC
Washington
$636K +$246K +1,992 +79%
MVP
680
Miller Value Partners
Florida
$634K +$556K +4,500 New
ATIA
681
American Trust Investment Advisors
New Hampshire
$628K – – –
IFWM
682
Institute for Wealth Management
Colorado
$623K +$547K +4,434 New
AIM
683
Advantage Investment Management
Iowa
$622K +$22.6K +183 +4%
ACP
684
Arcus Capital Partners
Georgia
$615K – – –
MTIM
685
Marathon Trading Investment Management
Pennsylvania
$612K +$162K +1,312 +43%
YIA
686
YHB Investment Advisors
Connecticut
$608K +$15.4K +125 +3%
MC
687
Moors & Cabot
Massachusetts
$601K +$164K +1,330 +45%
KTC
688
Kistler-Tiffany Companies
Pennsylvania
$599K -$111K -900 -17%
SBH
689
Segall Bryant & Hamill
Illinois
$596K – – –
AWM
690
AllSquare Wealth Management
New York
$592K – – –
VHAM
691
Van Hulzen Asset Management
California
$592K – – –
BMC
692
Beaton Management Company
Massachusetts
$592K +$519K +4,200 New
IAA
693
Independent Advisor Alliance
North Carolina
$589K +$158K +1,279 +45%
LCP
694
Legacy Capital Partners
Wisconsin
$573K -$1.85K -15 -0.4%
HSA
695
HBK Sorce Advisory
Pennsylvania
$570K +$500K +4,047 New
FLI
696
Family Legacy Inc
South Carolina
$569K +$499K +4,041 New
GC
697
Gruss & Co
Florida
$564K – – –
PP
698
Paloma Partners
Connecticut
$559K -$1.59M -12,893 -76%
CCMT
699
CMT Capital Markets Trading
Germany
$556K – – –
WC
700
Woodstock Corp
Massachusetts
$555K – – –
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