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Name Holding Trade Value Shares
Change 		Change in
Stake
PWAP
1051
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.64M -$351K -2,939 -11%
ST
1052
Spinnaker Trust
Maine
$2.64M -$54.9K -459 -2%
BHIA
1053
Birch Hill Investment Advisors
Massachusetts
$2.64M +$18.9K +158 +0.7%
IWA
1054
IBEX Wealth Advisors
New Jersey
$2.64M -$1.33M -11,106 -32%
BBI
1055
Baxter Bros Inc
Connecticut
$2.63M -$145K -1,212 -5%
BC
1056
Burleson & Co
California
$2.63M +$37.1K +310 +1%
KA
1057
Kovack Advisors
Florida
$2.62M -$347K -2,906 -11%
HH
1058
Hilltop Holdings
Texas
$2.62M +$952K +7,965 +53%
FCH
1059
Freestone Capital Holdings
Washington
$2.61M -$991K -8,288 -27%
JIR
1060
James Investment Research
Ohio
$2.61M +$184K +1,535 +7%
MJRIC
1061
Mogy Joel R Investment Counsel
California
$2.6M – – –
RG
1062
Rikoon Group
New Mexico
$2.6M -$16.3K -136 -0.6%
QCM
1063
Quadrant Capital Management
New Jersey
$2.59M +$26.9K +225 +1%
APP
1064
Avantax Planning Partners
Iowa
$2.58M -$442K -3,696 -14%
APA
1065
American Portfolios Advisors
New York
$2.58M +$212K +1,770 +8%
FLI
1066
Family Legacy Inc
South Carolina
$2.58M +$7.17K +60 +0.3%
CFA
1067
Carroll Financial Associates
North Carolina
$2.56M -$59.1K -494 -2%
AIP
1068
ARS Investment Partners
New York
$2.56M -$105K -879 -4%
CI
1069
Capital International
California
$2.56M -$448K -3,750 -14%
BAS
1070
Brown Advisory Securities
Maryland
$2.55M -$86.4K -723 -3%
CPA
1071
Cowen Prime Advisors
New York
$2.54M +$2.67M +22,300 New
EM
1072
Excalibur Management
Massachusetts
$2.53M +$790K +6,606 +42%
GFA
1073
Gifford Fong Associates
California
$2.53M +$2.65M +22,200 New
RIM
1074
Regent Investment Management
Kentucky
$2.51M -$227K -1,900 -8%
NCM
1075
Neumann Capital Management
California
$2.51M -$30.2K -253 -1%
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