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Name Holding Trade Value Shares
Change 		Change in
Stake
SVWA
1001
Sound View Wealth Advisors
Georgia
$1.07M +$1.15M +31,402 New
HFM
1002
Hartford Financial Management
Connecticut
$1.07M +$332K +9,103 +41%
BWA
1003
Brave Warrior Advisors
New York
$1.06M – – –
FCFC
1004
First Commonwealth Financial Corp
Pennsylvania
$1.05M +$130K +3,561 +13%
SSG
1005
Summit Securities Group
New York
$1.04M +$1.12M +30,700 New
KTC
1006
Kistler-Tiffany Companies
Pennsylvania
$1.04M +$131K +3,583 +13%
HI
1007
HBK Investments
Texas
$1.03M -$12.3M -338,053 -92%
AWA
1008
Arete Wealth Advisors
Illinois
$1.03M +$644K +17,630 +140%
S
1009
SignatureFD
Georgia
$1.03M +$110K +3,021 +11%
BC
1010
Blueport Capital
Texas
$1.02M -$50.7K -1,388 -4%
ECG
1011
Edge Capital Group
Georgia
$1.02M +$1.1M +30,085 New
GIA
1012
Gargoyle Investment Advisor
New Jersey
$1.02M -$540K -14,797 -33%
SOAMC
1013
Spirit of America Management Corp
New York
$1.02M – – –
JDR
1014
Jay D. Rosenbaum
$1.02M -$9.31K -255 -0.8%
WSC
1015
Wellington Shields & Co
New York
$1.01M +$610K +16,700 +130%
CFMC
1016
Curbstone Financial Management Corp
New Hampshire
$1M +$9.93K +272 +0.9%
TSWM
1017
Triangle Securities Wealth Management
North Carolina
$1M +$49.1K +1,345 +5%
VFA
1018
Valeo Financial Advisors
Indiana
$998K -$127K -3,481 -11%
CCP
1019
Corient Capital Partners
California
$995K +$501K +13,718 +88%
WB
1020
WesBanco Bank
West Virginia
$990K -$54.3K -1,486 -5%
IFWM
1021
Institute for Wealth Management
Colorado
$990K +$161K +4,418 +18%
CIA
1022
Choate Investment Advisors
Massachusetts
$986K -$44.7K -1,224 -4%
MC
1023
Moors & Cabot
Massachusetts
$981K -$100K -2,750 -9%
PGWM
1024
Parisi Gray Wealth Management
New Jersey
$977K – – –
QAM
1025
Quantres Asset Management
Cayman Islands
$977K +$1.05M +28,700 New
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