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Name Holding Trade Value Shares
Change 		Change in
Stake
GP
1051
Girard Partners
Pennsylvania
$360K -$37.4K -728 -10%
CA
1052
CapWealth Advisors
Tennessee
$359K -$42.6K -828 -11%
LPC
1053
Loeb Partners Corp
New York
$357K -$5.14K -100 -2%
MFG
1054
Merit Financial Group
Georgia
$357K +$335K +6,507 New
WAP
1055
Wealthcare Advisory Partners
Pennsylvania
$356K +$18.5K +359 +6%
HH
1056
Hilltop Holdings
Texas
$356K +$333K +6,483 New
MCM
1057
MAI Capital Management
Ohio
$355K +$11.2K +218 +3%
WI
1058
Wintrust Investments
Illinois
$353K -$7.71K -150 -2%
BFG
1059
Barber Financial Group
Kansas
$353K -$3.03K -59 -0.9%
LP
1060
LMR Partners
United Kingdom
$352K -$425K -8,269 -56%
AIM
1061
Aspen Investment Management
Michigan
$352K – – –
PT
1062
Plimoth Trust
Massachusetts
$352K +$330K +6,411 New
TYCC
1063
Texas Yale Capital Corp
Florida
$351K -$5.81K -113 -2%
SC
1064
Searle & Co
Connecticut
$350K -$874 -17 -0.3%
SFG
1065
Summit Financial Group
West Virginia
$345K -$30.9K -600 -9%
SFG
1066
Sather Financial Group
Texas
$343K – – –
ACI
1067
Alpha Cubed Investments
California
$343K +$17.4K +339 +6%
OIA
1068
Optimum Investment Advisors
Illinois
$342K -$10.3K -200 -3%
SC
1069
Savant Capital
Illinois
$342K +$7.1K +138 +2%
ZF
1070
Zhang Financial
Michigan
$340K -$18.3K -356 -6%
CC
1071
Cadinha & Co
Hawaii
$340K – – –
FNFDCM
1072
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$338K – – –
CCM
1073
Canal Capital Management
Virginia
$338K +$977 +19 +0.3%
PAS
1074
Park Avenue Securities
New York
$338K +$314K +6,108 New
WA
1075
Winfield Associates
Ohio
$337K -$35.4K -689 -10%
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