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Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1001
Barber Financial Group
Kansas
$325K -$47.8K -1,065 -14%
TYCC
1002
Texas Yale Capital Corp
Florida
$325K -$8.36K -186 -3%
SFG
1003
SNS Financial Group
Minnesota
$325K -$4.36K -97 -1%
WDA
1004
Wendell David Associates
New Hampshire
$322K -$50.6K -1,126 -15%
OIA
1005
Optimum Investment Advisors
Illinois
$322K – – –
KWM
1006
Kingsview Wealth Management
Oregon
$322K +$31.4K +700 +12%
CTA
1007
Colonial Trust Advisors
South Carolina
$321K -$68.7K -1,530 -19%
AIM
1008
Aspen Investment Management
Michigan
$321K – – –
SC
1009
Searle & Co
Connecticut
$320K -$3.37K -75 -1%
SWM
1010
SVA Wealth Management
Wisconsin
$320K -$225 -5 -0.1%
MMG
1011
Monetary Management Group
Missouri
$319K -$87.6K -1,950 -23%
CG
1012
Colony Group
Massachusetts
$318K -$9.88K -220 -3%
WP
1013
WealthSource Partners
California
$317K -$4.54K -101 -2%
FPS
1014
Fieldpoint Private Securities
Connecticut
$317K +$285K +6,341 New
SFG
1015
Sather Financial Group
Texas
$313K -$89.9K -2,000 -24%
MCM
1016
MAI Capital Management
Ohio
$313K -$24.4K -544 -8%
PG
1017
Patten Group
Tennessee
$310K -$359 -8 -0.1%
CC
1018
Cadinha & Co
Hawaii
$310K – – –
MCA
1019
Mercer Capital Advisers
New Jersey
$310K – – –
FNFDCM
1020
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$308K – – –
ZF
1021
Zhang Financial
Michigan
$307K -$55.9K -1,245 -17%
CCM
1022
Canal Capital Management
Virginia
$307K -$8.94K -199 -3%
WAP
1023
Wealthcare Advisory Partners
Pennsylvania
$307K +$276K +6,135 New
SC
1024
Savant Capital
Illinois
$305K -$22K -489 -7%
PMG
1025
ProVise Management Group
Florida
$304K -$62.9K -1,399 -19%
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