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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1476
Telemus Capital
Michigan
$2.51M -$125K -717 -5%
TT
1477
TI-Trust
Illinois
$2.5M +$12.4K +71 +0.5%
FCCM
1478
First City Capital Management
Georgia
$2.49M -$105K -599 -4%
WE
1479
Wealth Effects
Massachusetts
$2.49M -$97.4K -558 -4%
CAWM
1480
Capital Advisors Wealth Management
Washington
$2.49M -$418K -2,396 -15%
SIM
1481
Sentry Investment Management
Wisconsin
$2.48M +$250K +1,432 +12%
CF
1482
Copperwynd Financial
Arizona
$2.47M -$203K -1,165 -8%
NPP
1483
New Potomac Partners
Maryland
$2.47M -$23.2K -133 -1%
LI
1484
Lafayette Investments
Maryland
$2.47M – – –
PCS
1485
Personal CFO Solutions
New Jersey
$2.46M +$62.5K +358 +3%
BIM
1486
Baldwin Investment Management
Pennsylvania
$2.46M +$60.9K +349 +3%
HFBOT
1487
Home Federal Bank of Tennessee
Tennessee
$2.45M +$4.36K +25 +0.2%
FCP
1488
Fidelis Capital Partners
Florida
$2.44M +$2.44M +13,955 New
SC
1489
Settian Capital
New York
$2.44M +$105K +600 +5%
HIM
1490
Harbour Investment Management
Washington
$2.44M – – –
POIA
1491
Pin Oak Investment Advisors
Texas
$2.43M -$100K -575 -4%
BC
1492
Burleson & Co
California
$2.42M +$125K +716 +6%
GBT
1493
Grove Bank & Trust
Florida
$2.42M -$967K -5,540 -29%
AFS
1494
Aft Forsyth & Sober
Florida
$2.41M – – –
FF
1495
Fluent Financial
Texas
$2.4M -$29.3K -168 -1%
NIM
1496
Nexus Investment Management
Ontario, Canada
$2.4M -$305K -1,750 -12%
NME
1497
Notis-McConarty Edward
$2.39M -$21.8K -125 -0.9%
NC
1498
NovaPoint Capital
Georgia
$2.39M -$40.8K -234 -2%
PWPS
1499
Pinnacle Wealth Planning Services
Ohio
$2.39M +$343K +1,963 +17%
UH
1500
Unigestion Holding
Switzerland
$2.39M +$2.34M +13,388 New
58 59
60
61 62