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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1151
CrestPoint Capital Management
Missouri
$205K -$631K -16,600 -76%
BP
1152
Ballentine Partners
Massachusetts
$205K -$111K -2,924 -37%
AWMS
1153
Advocacy Wealth Management Services
Georgia
$205K -$62.4K -1,641 -24%
AA
1154
Apriem Advisors
California
$204K -$3.22M -84,684 -94%
DI
1155
Diligent Investors
California
$204K -$11.4K -300 -6%
WHG
1156
Westwood Holdings Group
Texas
$203K -$26.6K -700 -12%
SWA
1157
Sutton Wealth Advisors
Florida
$202K +$191K +5,018 New
FHC
1158
First Heartland Consultants
Missouri
$202K -$80.5K -2,116 -30%
TIA
1159
Tiemann Investment Advisors
California
$202K -$43.2K -1,135 -18%
SBL
1160
Sargent Bickham Lagudis
Colorado
$202K +$191K +5,023 New
SCM
1161
Sterneck Capital Management
Missouri
$201K – – –
VNA
1162
VNBTrust National Association
Virginia
$201K – – –
MAA
1163
Mraz Amerine & Associates
California
$201K +$114 +3 +0.1%
CWM
1164
CIBC World Markets
New York
$200K -$1.45K -38 -0.8%
AW
1165
Alpha Windward
Massachusetts
$199K +$4.3K +113 +2%
FPB
1166
First PREMIER Bank
South Dakota
$198K – – –
PG
1167
Patten Group
Tennessee
$193K +$16.5K +435 +10%
GLI
1168
Guardian Life Insurance
New York
$184K -$49.1K -1,292 -22%
QAM
1169
QCI Asset Management
New York
$177K -$6.9M -181,605 -98%
SFFS
1170
Stonehage Fleming Financial Services
Jersey
$170K +$78.3K +2,060 New
AIM
1171
Advantage Investment Management
Iowa
$169K -$2.09M -54,985 -93%
ADL
1172
Asset Dedication LLC
California
$163K +$7.49K +197 +5%
MFW
1173
Mosaic Family Wealth
Missouri
$163K +$45.7K +1,201 +42%
KLWA
1174
Kelly Lawrence W & Associates
California
$161K – – –
JWM
1175
Jacobus Wealth Management
Wisconsin
$161K +$1.52K +40 +1%
45 46
47
48 49