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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1026
PDS Planning
Ohio
$531K +$122K +2,075 +34%
LBD
1027
Landsberg Bennett & Dubbaneh
Florida
$531K +$483K +8,214 New
SDAM
1028
Shulman DeMeo Asset Management
New York
$530K +$36.3K +617 +8%
SAM
1029
Strategy Asset Managers
California
$527K -$20K -340 -4%
FAIM
1030
Financial Advocates Investment Management
Washington
$526K -$3.29K -56 -0.7%
WPC
1031
Waters Parkerson & Co
Louisiana
$526K – – –
JT
1032
Jump Trading
Illinois
$522K -$6.17K -105 -1%
GLA
1033
Good Life Advisors
Pennsylvania
$521K +$20.5K +349 +5%
CCA
1034
Checchi Capital Advisers
California
$520K -$9.05K -154 -2%
LIM
1035
Loudon Investment Management
New Hampshire
$520K – – –
MIAS
1036
Mason Investment Advisory Services
Virginia
$519K – – –
CCA
1037
Conservest Capital Advisors
Pennsylvania
$517K -$13.3K -226 -3%
MCA
1038
Mercer Capital Advisers
New Jersey
$516K – – –
GCAC
1039
Guardian Capital Advisors (Canada)
Ontario, Canada
$514K – – –
GC
1040
Grace Capital
Massachusetts
$512K -$17.6K -300 -4%
CWM
1041
Calamos Wealth Management
Illinois
$510K -$3.04M -51,668 -87%
GFP
1042
Gryphon Financial Partners
Ohio
$510K -$3.47K -59 -0.7%
EF
1043
Exeter Financial
Arizona
$507K +$41.3K +703 +10%
CIC
1044
Crawford Investment Counsel
Georgia
$505K -$29.3K -499 -6%
ACP
1045
Ashfield Capital Partners
California
$505K -$17.5K -298 -4%
BEC
1046
Blue Edge Capital
Virginia
$501K – – –
RC
1047
RegentAtlantic Capital
New Jersey
$499K -$9.88K -168 -2%
AIC
1048
Ameritas Investment Company
Nebraska
$498K -$40K -680 -8%
CWM
1049
Connecticut Wealth Management
Connecticut
$497K -$24.8K -421 -5%
BPC
1050
Banque Pictet & Cie
Switzerland
$492K +$5.88K +100 +1%
40 41
42
43 44