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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1101
Hartford Financial Management
Connecticut
$86K +$89.6K +500 New
RFM
1102
Royal Fund Management
Florida
$81K +$19.7K +110 +30%
CIM
1103
Contravisory Investment Management
Massachusetts
$81K +$22.9K +128 +37%
SIM
1104
Sonora Investment Management
Arizona
$79.5K +$38.5K +215 +87%
MRCM
1105
M&R Capital Management
New Jersey
$79K -$1.79K -10 -2%
CAL
1106
Capital Analysts LLC
Pennsylvania
$78K -$108K -600 -57%
ME
1107
McIlrath & Eck
Washington
$78K +$81K +452 New
WTB
1108
Washington Trust Bank
Washington
$77K -$89.6K -500 -53%
WA
1109
WealthTrust-Arizona
Arizona
$77K +$44.8K +250 +126%
RFS
1110
Rockefeller Financial Services
New York
$74K – – –
FCB
1111
First Command Bank
Texas
$74K +$77.4K +432 New
FCFS
1112
First Command Financial Services
Texas
$74K +$77.4K +432 New
BL
1113
Balentine LLC
Georgia
$73K -$717 -4 -0.9%
BCP
1114
Blackhawk Capital Partners
Wisconsin
$70K +$72.7K +406 New
CT
1115
Clearstead Trust
Maine
$69K – – –
CAM
1116
Close Asset Management
United Kingdom
$67K +$30.6K +171 +79%
AWA
1117
Acorn Wealth Advisors
Michigan
$62K +$58.6K +327 New
YWP
1118
YorkBridge Wealth Partners
New York
$61K – – –
TWA
1119
TCI Wealth Advisors
Arizona
$58K – – –
BC
1120
Bartlett & Co
Ohio
$57K +$17.9K +100 +43%
FFC
1121
First Financial Corp
Indiana
$57K +$22.4K +125 +60%
WAM
1122
Watermark Asset Management
California
$56K – – –
CS
1123
Credential Securities
$55.5K -$13.1K -73 -18%
FA
1124
Fortis Advisors
Pennsylvania
$55K +$29.4K +164 +105%
CHP
1125
Cable Hill Partners
Oregon
$54K -$4.84K -27 -8%
43 44
45
46 47