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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2426
Dorchester Wealth Management
Quebec, Canada
$666K – – –
WMG
2427
WESCAP Management Group
California
$664K +$252K +1,563 +66%
CFA
2428
Capstone Financial Advisors
Illinois
$663K +$35.2K +218 +6%
HFRG
2429
Houlihan Financial Resource Group
Virginia
$661K +$686K +4,246 New
SFG
2430
Sovereign Financial Group
Connecticut
$659K -$99K -613 -14%
GWS
2431
Glassman Wealth Services
Virginia
$658K +$26.2K +162 +4%
KC
2432
Kades & Cheifetz
Pennsylvania
$656K +$7.59K +47 +1%
GWM
2433
Greenwich Wealth Management
Connecticut
$656K +$23.7K +147 +4%
RGC
2434
Roberts, Glore & Co
Illinois
$656K -$2.42K -15 -0.4%
PFG
2435
Prosperity Financial Group
California
$653K -$51.4K -318 -8%
D
2436
Diversified
Delaware
$653K +$72.7K +450 +13%
WCM
2437
Washburn Capital Management
Florida
$652K -$5.01K -31 -0.8%
LAM
2438
Lakewood Asset Management
Illinois
$652K +$24.2K +150 +4%
NJBEST
2439
New Jersey Better Educational Savings Trust
New Jersey
$651K – – –
FHC
2440
First Heartland Consultants
Missouri
$651K +$3.55K +22 +0.6%
XWM
2441
Xcel Wealth Management
Florida
$651K -$119K -737 -16%
PBT
2442
Pictet Bank & Trust
Bahamas
$651K – – –
SIC
2443
Sterling Investment Counsel
New York
$651K -$6.14K -38 -1%
MCA
2444
Maryland Capital Advisors
Maryland
$650K – – –
BWP
2445
Bernardo Wealth Planning
Pennsylvania
$650K +$7.43K +46 +1%
JWM
2446
Janiczek Wealth Management
Colorado
$650K +$87.7K +543 +16%
VDBMI
2447
Van Den Berg Management I
Texas
$647K +$381K +2,359 +159%
CIA
2448
Cladis Investment Advisory
Montana
$647K -$48.5K -300 -7%
RSS
2449
Rosenblum Silverman Sutton
California
$646K – – –
GAAM
2450
Guinness Atkinson Asset Management
California
$644K -$26.3K -163 -4%
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