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Name Holding Trade Value Shares
Change 		Change in
Stake
GGS
1201
Galvin Gaustad & Stein
Arizona
$773K +$27.1K +122 +4%
RCG
1202
Ruane, Cunniff & Goldfarb
New York
$772K -$22.2K -100 -3%
FWM
1203
Foresight Wealth Management
Utah
$768K +$17.3K +78 +2%
SWA
1204
SOA Wealth Advisors
New York
$767K -$148K -668 -16%
CCFM
1205
Clear Creek Financial Management
Washington
$766K +$552K +2,484 +277%
SIC
1206
Samalin Investment Counsel
New York
$762K -$57.5K -259 -7%
RAM
1207
Redmond Asset Management
Virginia
$760K +$745K +3,353 New
MGWM
1208
Marks Group Wealth Management
Minnesota
$757K +$60.9K +274 +9%
AAM
1209
Azzad Asset Management
Virginia
$753K +$7.78K +35 +1%
PTC
1210
Private Trust Company
Ohio
$753K -$97.1K -437 -12%
HI
1211
Horizon Investments
North Carolina
$751K +$454K +2,043 +161%
FWC
1212
First Washington Corp
Washington
$751K +$735K +3,310 New
MWM
1213
Meridian Wealth Management
Kentucky
$750K -$5.55K -25 -0.7%
SAMH
1214
Shanda Asset Management Holdings
British Virgin Islands
$748K +$733K +3,300 New
FNBT
1215
FineMark National Bank & Trust
Florida
$744K +$35.5K +160 +5%
ORI
1216
Oak Ridge Investments
Illinois
$742K -$3.56K -16 -0.5%
SCM
1217
Schnieders Capital Management
California
$730K -$5.55K -25 -0.8%
SMC
1218
Smith, Moore & Co
Missouri
$728K +$9.55K +43 +1%
PG
1219
Patten Group
Tennessee
$725K -$66.2K -298 -9%
PWM
1220
PRW Wealth Management
Massachusetts
$725K +$711K +3,198 New
AC
1221
Avestar Capital
New York
$724K +$46.2K +208 +7%
CA
1222
Continuum Advisory
Idaho
$723K +$515K +2,319 +267%
AG
1223
Ashmore Group
United Kingdom
$721K -$48.3M -217,620 -99%
PWP
1224
Principle Wealth Partners
Connecticut
$717K +$16.4K +74 +2%
RWM
1225
RBA Wealth Management
California
$717K +$110K +493 +18%
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