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Name Holding Trade Value Shares
Change 		Change in
Stake
B
1526
Bellecapital
Switzerland
$549K +$532K +4,398 New
FIM
1527
Fernwood Investment Management
Massachusetts
$543K +$526K +4,350 New
SFM
1528
Signature Financial Management
Virginia
$541K – – –
WCWM
1529
Wooster Corthell Wealth Management
Connecticut
$539K -$25.3K -209 -5%
FM
1530
Family Management
New York
$538K -$30.2K -250 -5%
CCA
1531
Catalyst Capital Advisors
New York
$535K – – –
CFA
1532
Capstone Financial Advisors
Illinois
$532K +$515K +4,259 New
JIP
1533
Jaffetilchin Investment Partners
Florida
$529K -$12.4K -103 -2%
PWAG
1534
Polaris Wealth Advisory Group
California
$527K -$708K -5,854 -58%
VIM
1535
Veritas Investment Management
United Kingdom
$525K – – –
HRIA
1536
Haberer Registered Investment Advisor
Ohio
$523K -$259K -2,145 -34%
HBWM
1537
Hollow Brook Wealth Management
New York
$523K – – –
TCM
1538
Tradewinds Capital Management
Washington
$523K +$506K +4,187 New
CL
1539
Croft-Leominster
Maryland
$518K -$1.69K -14 -0.3%
WCM
1540
Windsor Capital Management
Arizona
$516K +$80.7K +668 +19%
HS
1541
Huntington Steele
Pennsylvania
$511K -$52.2K -432 -10%
PAG
1542
Pinnacle Advisory Group
Maryland
$511K -$7.25K -60 -1%
PHAM
1543
Palisades Hudson Asset Management
Florida
$509K – – –
IWC
1544
Integrated Wealth Counsel
California
$503K – – –
SIG
1545
Schaller Investment Group
North Carolina
$503K – – –
VCM
1546
Vision Capital Management
Oregon
$503K – – –
SC
1547
Saybrook Capital
North Carolina
$502K – – –
BMM
1548
Buffington Mohr McNeal
Idaho
$500K -$11.5K -95 -2%
CPS
1549
Counsel Portfolio Services
Ontario, Canada
$500K – – –
PAS
1550
Professional Advisory Services
Florida
$500K – – –
60 61
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63 64