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Name Holding Trade Value Shares
Change 		Change in
Stake
WC
801
Westerkirk Capital
$314K – – –
EF
802
Evanson Financial
Virginia
$312K +$407K +3,250 New
JIC
803
Johnson Investment Counsel
Ohio
$312K +$2K +16 +0.5%
CHA
804
Cooper/Haims Advisors
New York
$311K +$7.52K +60 +2%
FI
805
Fosun International
China
$310K -$1.69M -13,528 -81%
DAS
806
Dynamic Advisor Solutions
Arizona
$309K +$28.3K +226 +8%
CIAS
807
Capital Investment Advisory Services
North Carolina
$305K -$37.6K -300 -9%
LFAS
808
Level Four Advisory Services
Texas
$305K -$12K -96 -3%
JFG
809
Jefferies Financial Group
New York
$305K -$306K -2,439 -43%
BCM
810
Brookstone Capital Management
Illinois
$302K -$30.4K -243 -7%
TPWA
811
TRUE Private Wealth Advisors
Oregon
$299K – – –
OFA
812
Orographic Financial Advisors
Colorado
$299K +$34.7K +277 +13%
ASA
813
Axxion S.A.
Luxembourg
$299K +$445K +3,550 New
NP
814
NorthRock Partners
Minnesota
$298K +$35.1K +280 +10%
VFG
815
Victory Financial Group
Texas
$298K -$211K -1,687 -35%
CWM
816
Cornerstone Wealth Management
Missouri
$297K +$752 +6 +0.2%
CIA
817
Cape Investment Advisory
Georgia
$296K +$22.3K +178 +6%
KWM
818
Keebeck Wealth Management
Illinois
$296K +$174K +1,388 +84%
OWG
819
Oxford Wealth Group
Florida
$294K -$22.5K -180 -6%
ET
820
Equitable Trust
Tennessee
$293K +$46.1K +368 +14%
AG
821
Ascent Group
Virginia
$292K -$24.2K -193 -6%
HH
822
Hilltop Holdings
Texas
$290K +$90.4K +722 +31%
IRC
823
Investors Research Corp
Georgia
$289K -$12.9K -103 -3%
CIA
824
Choate Investment Advisors
Massachusetts
$288K -$19.7K -157 -5%
PAA
825
Peregrine Asset Advisers
Oregon
$288K -$37.6K -300 -9%
31 32
33
34 35