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Name Holding Trade Value Shares
Change 		Change in
Stake
NL
901
NWAM LLC
Washington
$207K +$218K +2,387 New
CPA
902
Cardiff Park Advisors
California
$206K +$218K +2,379 New
CHC
903
City Holding Co
West Virginia
$206K – – –
EI
904
EDMP Inc
Florida
$203K +$215K +2,345 New
GLA
905
Good Life Advisors
Pennsylvania
$203K -$132K -1,447 -38%
DAS
906
Dynamic Advisor Solutions
Arizona
$203K +$214K +2,335 New
WWM
907
Western Wealth Management
Colorado
$202K -$83.9K -917 -28%
GT
908
Greenleaf Trust
Michigan
$200K -$492K -5,379 -70%
CGL
909
Clarius Group LLC
Washington
$200K +$211K +2,306 New
CF
910
Centaurus Financial
California
$199K +$15.7K +171 +8%
PVH
911
Psagot Value Holdings
Israel
$196K -$277K -3,030 -57%
SC
912
Stephens Consulting
Michigan
$196K +$9.06K +99 +5%
CM
913
Capula Management
Cayman Islands
$190K -$349K -3,813 -64%
BDS
914
Banco de Sabadell
Florida
$189K +$47K +514 +31%
VWM
915
Venturi Wealth Management
Texas
$184K -$16.8K -183 -8%
GRP
916
Global Retirement Partners
California
$183K +$16K +175 +9%
IA
917
IFP Advisors
Florida
$183K +$8.6K +94 +5%
WSC
918
Wellington Shields & Co
New York
$178K -$10.8K -118 -5%
T2I
919
Turim 21 Investimentos
Brazil
$175K +$62.7K +685 +51%
SWA
920
SOA Wealth Advisors
New York
$175K – – –
FWM
921
Focused Wealth Management
New York
$174K -$7.05K -77 -4%
EL
922
EMFO LLC
Florida
$173K – – –
JWM
923
Janiczek Wealth Management
Colorado
$169K +$23.2K +253 +15%
KOCAA
924
Knights of Columbus Asset Advisors
Connecticut
$166K +$40.9K +447 +30%
BFA
925
BBJS Financial Advisors
Washington
$165K +$128K +1,400 +280%
35 36
37
38 39