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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1001
SeaCrest Wealth Management
New York
$791K +$107K +621 +15%
CAM
1002
Cidel Asset Management
Ontario, Canada
$785K +$806K +4,692 New
BEC
1003
Blue Edge Capital
Virginia
$781K – – –
JIC
1004
Joel Isaacson & Co
New York
$780K -$4.3K -25 -0.5%
PTC
1005
Private Trust Company
Ohio
$776K +$24.9K +145 +3%
GRP
1006
Global Retirement Partners
California
$775K -$667K -3,883 -46%
NCM
1007
Narwhal Capital Management
Georgia
$774K -$828K -4,820 -51%
IC
1008
Intersect Capital
California
$766K +$357K +2,075 +83%
SFS
1009
Sowell Financial Services
Arkansas
$759K +$780K +4,540 New
FFA
1010
First Foundation Advisors
California
$757K +$462K +2,687 +146%
SPM
1011
Symmetry Peak Management
Pennsylvania
$753K -$1.12M -6,500 -59%
CIP
1012
Capital Insight Partners
Arizona
$739K -$344 -2 -0%
SAM
1013
SignalPoint Asset Management
Missouri
$739K +$51.2K +298 +7%
CBU
1014
CIBC Bank USA
Illinois
$736K +$379K +2,206 +100%
SGCA
1015
Steel Grove Capital Advisors
Tennessee
$734K – – –
PSUF
1016
People's United Financial
Connecticut
$720K +$60.7K +353 +9%
MTIM
1017
Marathon Trading Investment Management
Pennsylvania
$718K -$1.9M -11,066 -72%
CF
1018
Centaurus Financial
California
$718K +$255K +1,482 +53%
GWS
1019
Glassman Wealth Services
Virginia
$715K +$17.2K +100 +2%
GIA
1020
Granite Investment Advisors
New Hampshire
$712K – – –
DBRC
1021
D.B. Root & Company
Pennsylvania
$710K -$4.12K -24 -0.6%
BDWM
1022
Brewin Dolphin Wealth Management
Ireland
$701K +$136K +790 +23%
VCM
1023
Virtue Capital Management
Tennessee
$696K +$360K +2,092 +101%
RCAG
1024
Rehmann Capital Advisory Group
Michigan
$691K +$27K +157 +4%
LWAC
1025
Laurel Wealth Advisors (California)
California
$690K +$153K +891 +28%
39 40
41
42 43