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Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
1326
Partnervest Advisory Services
California
$861K +$29.7K +329 +4%
HSA
1327
HBK Sorce Advisory
Pennsylvania
$860K +$61K +676 +8%
DDC
1328
DF Dent & Co
Maryland
$859K -$11.3K -125 -1%
JIC
1329
Joel Isaacson & Co
New York
$858K -$9.2K -102 -1%
DAM
1330
Delta Asset Management
Tennessee
$857K +$7.67K +85 +0.9%
CA
1331
Cambridge Advisors
Nebraska
$856K -$62.9K -697 -7%
PMFA
1332
Plante Moran Financial Advisors
Michigan
$856K -$49.1K -544 -5%
CCM
1333
Coldstream Capital Management
Washington
$855K +$76.8K +852 +10%
EWM
1334
Endurance Wealth Management
Rhode Island
$852K -$18.1K -201 -2%
SAS
1335
Spectrum Advisory Services
Georgia
$837K – – –
EAM
1336
Exane Asset Management
France
$834K +$836K +9,275 New
JAFL
1337
Jay A. Fishman Ltd
Michigan
$833K +$24.8K +275 +3%
PTCG
1338
Pring Turner Capital Group
California
$833K – – –
SFU
1339
Stonehage Fleming (UK)
United Kingdom
$829K +$63.1K +700 +8%
CHJWM
1340
Carlton Hofferkamp & Jenks Wealth Management
Texas
$824K +$169K +1,877 +25%
CAG
1341
Crestwood Advisors Group
Massachusetts
$821K -$40.2K -446 -5%
BMC
1342
Benin Management Corp
Connecticut
$820K +$171K +1,900 +26%
PCP
1343
Proficio Capital Partners
Massachusetts
$820K +$822K +9,115 New
AAS
1344
Annex Advisory Services
Wisconsin
$817K – – –
BT
1345
Beacon Trust
New Jersey
$815K -$77.4K -858 -9%
PDM
1346
Penn Davis McFarland
Texas
$814K – – –
BC
1347
Barnett & Company
Tennessee
$813K -$23.2K -257 -3%
JWM
1348
Jacobus Wealth Management
Wisconsin
$813K +$262K +2,906 +47%
DRD
1349
Dennis R. Delaney
$813K +$816K +9,050 New
KWMG
1350
King Wealth Management Group
Florida
$811K -$13.3K -148 -2%
52 53
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