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Name Holding Trade Value Shares
Change 		Change in
Stake
STA
2251
Summit Trail Advisors
New York
$221K +$227K +1,865 New
PA
2252
Planning Alternatives
Michigan
$220K – – –
WP
2253
WealthShield Partners
North Carolina
$219K +$224K +1,847 New
SFC
2254
SYM Financial Corp
Indiana
$217K -$8.02K -66 -3%
RCP
2255
Rothschild Capital Partners
New York
$216K – – –
AA
2256
Advisory Alpha
Michigan
$215K -$10.9K -90 -5%
DIM
2257
Delta Investment Management
California
$215K -$346K -2,852 -61%
RWA
2258
Redhawk Wealth Advisors
Minnesota
$215K +$141K +1,163 +178%
KWA
2259
KCS Wealth Advisory
California
$214K -$6.07K -50 -3%
JIP
2260
JBJ Investment Partners
South Carolina
$213K -$8.74K -72 -4%
GCMG
2261
Gyroscope Capital Management Group
Florida
$213K +$4.37K +36 +2%
LFG
2262
Larson Financial Group
Missouri
$213K +$14.2K +117 +7%
PFGIA
2263
Patriot Financial Group Insurance Agency
Massachusetts
$210K +$30.2K +249 +16%
BRA
2264
Bender Robert & Associates
California
$209K – – –
PM
2265
Penbrook Management
New York
$209K – – –
QCIG
2266
Quad-Cities Investment Group
Iowa
$209K – – –
KM
2267
Kalos Management
Georgia
$209K +$6.07K +50 +3%
HFA
2268
Huber Financial Advisors
Illinois
$207K – – –
LSCM
2269
LaSalle Street Capital Management
Illinois
$207K – – –
CAM
2270
Concorde Asset Management
Michigan
$206K -$80.8K -665 -28%
RHBC
2271
R.H. Bluestein & Co
Michigan
$206K +$211K +1,739 New
PFA
2272
Pure Financial Advisors
California
$205K -$10.8K -89 -5%
EWA
2273
ERTS Wealth Advisors
Michigan
$204K -$6.07K -50 -3%
DCM
2274
Driehaus Capital Management
Illinois
$203K -$32.1K -264 -13%
DWM
2275
Dorchester Wealth Management
Quebec, Canada
$202K – – –
89 90
91
92 93