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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
1401
Glassman Wealth Services
Virginia
$228K +$4.42K +56 +2%
SFWA
1402
Summit Financial Wealth Advisors
Louisiana
$227K -$5.13K -65 -2%
AAP
1403
Arax Advisory Partners
Colorado
$225K +$42.3K +536 +24%
FI
1404
FormulaFolio Investments
Michigan
$223K -$49.3K -624 -18%
BWP
1405
BSW Wealth Partners
Colorado
$223K +$11.4K +145 +6%
SWA
1406
SFMG Wealth Advisors
Texas
$222K -$14.6K -185 -6%
NERM
1407
New England Research & Management
Illinois
$218K -$910K -11,525 -81%
WP
1408
WealthSource Partners
California
$218K +$214K +2,708 New
AIM
1409
Acropolis Investment Management
Missouri
$216K -$35.1K -445 -14%
ECAM
1410
East Coast Asset Management
Massachusetts
$215K +$790 +10 +0.4%
HHAM
1411
HITE Hedge Asset Management
Massachusetts
$213K – – –
VNA
1412
Valley National Advisers
Pennsylvania
$213K +$74.9K +949 +56%
PAS
1413
Park Avenue Securities
New York
$213K +$212K +2,684 New
CAM
1414
Concorde Asset Management
Michigan
$212K -$177K -2,242 -46%
PHS
1415
Pekin Hardy Strauss
Illinois
$212K -$4.03K -51 -2%
OC
1416
Oakworth Capital
Alabama
$212K – – –
PI
1417
Pettee Investors
Connecticut
$211K -$7.9K -100 -4%
VIA
1418
Vantage Investment Advisors
Pennsylvania
$210K -$515K -6,517 -71%
BL
1419
Balentine LLC
Georgia
$210K – – –
PAS
1420
Partnervest Advisory Services
California
$209K +$205K +2,596 New
WA
1421
WealthTrust-Arizona
Arizona
$206K -$6.87K -87 -3%
TF
1422
Tompkins Financial
New York
$206K – – –
BMCM
1423
Bryn Mawr Capital Management
Pennsylvania
$205K – – –
FSA
1424
Financial Sense Advisors
California
$205K +$201K +2,542 New
ED
1425
Exane Derivatives
France
$203K +$82.5K +1,045 +71%