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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1476
WealthSource Partners
California
$213K +$221K +2,221 New
CGL
1477
Clarius Group LLC
Washington
$210K – – –
PGA
1478
Portland Global Advisors
Maine
$210K – – –
AA
1479
Alesco Advisors
New York
$210K +$299 +3 +0.1%
SWM
1480
Segment Wealth Management
Texas
$209K – – –
AAS
1481
Annex Advisory Services
Wisconsin
$209K +$9.57K +96 +5%
SWA
1482
Sutton Wealth Advisors
Florida
$209K +$7.97K +80 +4%
EVC
1483
Eidelman Virant Capital
Missouri
$208K -$35.4K -355 -14%
GAM
1484
Gould Asset Management
California
$206K – – –
NCMG
1485
NCM Capital Management Group
North Carolina
$206K +$9.97K +100 +5%
VKH
1486
Virtu KCG Holdings
New York
$205K -$2.81M -28,149 -93%
TCM
1487
Traynor Capital Management
Pennsylvania
$201K +$211K +2,118 New
PAS
1488
Park Avenue Securities
New York
$200K -$5.68K -57 -3%
FA
1489
FCG Advisors
New Jersey
$200K +$208K +2,092 New
JCM
1490
Jacobi Capital Management
Pennsylvania
$197K +$205K +2,054 New
ED
1491
Exane Derivatives
France
$191K -$23.9K -240 -11%
AIM
1492
Advantage Investment Management
Iowa
$181K +$6.98K +70 +4%
WG
1493
Welch Group
Alabama
$178K -$98.7K -990 -35%
OAM
1494
Orinda Asset Management
California
$177K – – –
PFS
1495
Physicians Financial Services
North Carolina
$177K +$10.1K +101 +6%
VNA
1496
Valley National Advisers
Pennsylvania
$171K +$897 +9 +0.5%
FPFS
1497
First Personal Financial Services
North Carolina
$171K +$133K +1,334 +296%
RCM
1498
Riverhead Capital Management
Delaware
$167K -$34.9M -349,931 -99%
CCMW
1499
Cypress Capital Management (Wyoming)
Wyoming
$164K -$19.9K -200 -10%
CF
1500
CenterStar Fund
Illinois
$155K – – –
58 59
60
61 62