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Name Holding Trade Value Shares
Change 		Change in
Stake
VSWA
1026
Vontobel Swiss Wealth Advisors
Switzerland
$1.24M – – –
CA
1027
Calton & Associates
Florida
$1.24M +$102K +544 +10%
BHWM
1028
Bar Harbor Wealth Management
New Hampshire
$1.23M -$107K -571 -9%
HIM
1029
Herald Investment Management
United Kingdom
$1.23M +$375K +2,000 +53%
PCA
1030
Personal Capital Advisors
California
$1.21M +$18.6K +99 +2%
SSG
1031
Summit Securities Group
New York
$1.2M +$1.06M +5,675 New
AC
1032
Abbrea Capital
California
$1.2M +$125K +667 +13%
KA
1033
Kovack Advisors
Florida
$1.2M -$163K -867 -14%
HCM
1034
HMS Capital Management
Tennessee
$1.19M -$1.05M -5,605 -50%
RCP
1035
Rothschild Capital Partners
New York
$1.19M -$5.44K -29 -0.5%
VCM
1036
Virtue Capital Management
Tennessee
$1.18M +$259K +1,381 +33%
BFC
1037
Blue Fin Capital
Rhode Island
$1.17M +$13.7K +73 +1%
AAM
1038
Azzad Asset Management
Virginia
$1.17M -$21.2K -113 -2%
LPU
1039
Lansdowne Partners (UK)
United Kingdom
$1.17M -$281K -1,500 -21%
CFGS
1040
Concourse Financial Group Securities
Alabama
$1.16M +$523K +2,788 +104%
GVAG
1041
Great Valley Advisor Group
Delaware
$1.15M -$181K -962 -15%
CA
1042
Clearstead Advisors
Ohio
$1.15M +$31.1K +166 +3%
FIB
1043
First Interstate Bank
Montana
$1.15M -$91.6K -488 -8%
WA
1044
Wealth Advisors
California
$1.15M +$977K +5,205 New
WP
1045
WealthSource Partners
California
$1.15M -$384K -2,045 -27%
TA
1046
Tiedemann Advisors
New York
$1.15M -$323K -1,723 -24%
CT
1047
Coastline Trust
Rhode Island
$1.13M +$23.5K +125 +2%
BMC
1048
Beaton Management Company
Massachusetts
$1.13M – – –
IC
1049
IEQ Capital
California
$1.12M +$991K +5,282 New
SAM
1050
SignalPoint Asset Management
Missouri
$1.11M +$155K +824 +19%
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42
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