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Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
1251
Wealth Advisory Solutions
Indiana
$315K +$285K +4,854 New
IC
1252
Intersect Capital
California
$314K -$28.8K -490 -9%
LCS
1253
Levin Capital Strategies
New York
$314K – – –
LA
1254
LexAurum Advisors
Kansas
$314K +$27K +460 +11%
NFG
1255
Next Financial Group
Texas
$312K -$440K -7,481 -61%
FNBOH
1256
First National Bank of Hutchinson
Kansas
$312K +$47K +800 +20%
DI
1257
Diligent Investors
California
$311K -$11.8K -200 -4%
CA
1258
Cambridge Advisors
Nebraska
$311K +$12.3K +210 +5%
CAAS
1259
Capital Asset Advisory Services
Michigan
$310K +$311K +5,287 New
TF
1260
Tompkins Financial
New York
$308K -$27.6K -470 -9%
FGAM
1261
Financial Gravity Asset Management
Texas
$308K -$59 -1 -0%
OIA
1262
Optimum Investment Advisors
Illinois
$308K – – –
CTA
1263
Colonial Trust Advisors
South Carolina
$308K +$176 +3 +0.1%
BPWA
1264
Beacon Pointe Wealth Advisors
California
$308K +$62.1K +1,056 +29%
PI
1265
PFS Investments
Georgia
$308K +$278K +4,734 New
CFFP
1266
Center for Financial Planning
Michigan
$308K +$279K +4,739 New
AHC
1267
Adell Harriman & Carpenter
Texas
$307K -$19.5K -331 -7%
GRP
1268
Global Retirement Partners
California
$305K +$1.47K +25 +0.5%
OWA
1269
One Wealth Advisors
California
$304K -$34.6K -589 -11%
FHA
1270
Flagship Harbor Advisors
Massachusetts
$304K +$6.06K +103 +2%
MG
1271
Mather Group
Illinois
$304K +$275K +4,680 New
WDA
1272
Wendell David Associates
New Hampshire
$303K – – –
VIA
1273
Vident Investment Advisory
Georgia
$302K -$24.9K -423 -8%
PC
1274
Port Capital
Illinois
$302K -$3.29K -56 -1%
B
1275
Bellecapital
Switzerland
$302K +$35.6K +605 +15%
49 50
51
52 53