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Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
526
Redpoint Investment Management
Australia
$976K -$275K -19,681 -18%
MHS
527
M Holdings Securities
Oregon
$972K -$47.7K -3,408 -4%
KCM
528
Karp Capital Management
California
$972K +$1.21M +86,753 New
CWC
529
Carolinas Wealth Consulting
North Carolina
$969K +$23.1K +1,651 +2%
HI
530
Harbour Investments
Wisconsin
$963K – – –
UCFA
531
United Capital Financial Advisors
Texas
$961K -$168K -12,029 -12%
RJT
532
Raymond James Trust
Florida
$960K +$203K +14,531 +20%
DA
533
DCF Advisers
Connecticut
$952K -$532K -38,000 -31%
DILIC
534
Dai-ichi Life Insurance Company
Japan
$950K – – –
IA
535
Insight Advisors
Pennsylvania
$947K -$65.3K -4,668 -5%
MIH
536
Meitav Investment House
Israel
$939K – – –
TF
537
TIAA FSB
Florida
$928K +$161K +11,503 +16%
CFFP
538
Center for Financial Planning
Michigan
$923K +$36.7K +2,623 +3%
CCP
539
Corient Capital Partners
California
$922K +$124K +8,873 +12%
IB
540
Intrust Bank
Kansas
$920K +$157K +11,192 +16%
GWM
541
Geneos Wealth Management
Colorado
$919K -$1.32M -94,507 -54%
ECM
542
Everence Capital Management
Indiana
$917K – – –
CFB
543
Cullen/Frost Bankers
Texas
$915K -$8.4K -600 -0.7%
AP
544
Appleton Partners
Massachusetts
$911K +$142K +10,174 +14%
AFA
545
AllGen Financial Advisors
Florida
$906K +$736K +52,617 New
AF
546
Allworth Financial
California
$904K +$40.3K +2,878 +4%
CH
547
Canton Hathaway
Rhode Island
$904K +$56K +4,005 +5%
FSG
548
Financial Strategies Group
Michigan
$904K +$140K +10,010 +14%
EWM
549
Empirical Wealth Management
Washington
$904K +$565K +40,383 +100%
SSA
550
Schonfeld Strategic Advisors
New York
$898K +$1.12M +80,146 New
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