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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1076
WealthSource Partners
California
$3.96M -$240K -1,675 -6%
SIC
1077
Salem Investment Counselors
North Carolina
$3.96M +$235K +1,637 +7%
KLWA
1078
Kelly Lawrence W & Associates
California
$3.94M -$256K -1,783 -7%
CCB
1079
Cutter & Co Brokerage
Missouri
$3.94M -$264K -1,841 -7%
BWA
1080
BDO Wealth Advisors
Florida
$3.94M -$60.2K -420 -2%
RIM
1081
Reynolds Investment Management
South Carolina
$3.94M +$3.47M +24,176 New
B
1082
Bailard
California
$3.93M -$33.4K -233 -1%
RMDI
1083
R.M. Davis Inc
Maine
$3.92M +$166K +1,157 +5%
RC
1084
Reik & Co
New York
$3.92M – – –
IWN
1085
Independent Wealth Network
Iowa
$3.91M +$61K +425 +2%
RWM
1086
RKL Wealth Management
Pennsylvania
$3.9M +$163K +1,137 +5%
ADL
1087
Asset Dedication LLC
California
$3.89M -$77.3K -539 -2%
SW
1088
SlateStone Wealth
Florida
$3.88M -$71.6K -499 -2%
PG
1089
Pendal Group
Australia
$3.87M -$39.4K -275 -1%
VHAM
1090
Van Hulzen Asset Management
California
$3.87M -$12.8M -89,546 -79%
CFGS
1091
Concourse Financial Group Securities
Alabama
$3.87M -$311K -2,170 -8%
LCM
1092
LVM Capital Management
Michigan
$3.85M +$179K +1,250 +6%
NC
1093
NewSquare Capital
Pennsylvania
$3.82M +$270K +1,884 +9%
AW
1094
Apricus Wealth
South Carolina
$3.82M +$52.9K +369 +2%
SS
1095
Simplicity Solutions
Minnesota
$3.82M -$1.79M -12,490 -35%
MCM
1096
Marathon Capital Management
Maryland
$3.81M -$75.3K -525 -2%
WB
1097
Webster Bank
Connecticut
$3.81M +$157K +1,092 +5%
V
1098
VeraBank
Texas
$3.8M -$28.7K -200 -0.8%
WFG
1099
Wills Financial Group
Virginia
$3.8M +$51.9K +362 +2%
FCA
1100
FLC Capital Advisors
California
$3.8M +$347K +2,417 +12%
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