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Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
576
Prospera Financial Services
Texas
$827K +$292K +22,131 +51%
UB
577
UMB Bank
Missouri
$824K +$209K +15,844 +32%
RC
578
RegentAtlantic Capital
New Jersey
$815K +$121K +9,190 +17%
PVWM
579
Point View Wealth Management
New Jersey
$814K +$4.52K +343 +0.5%
FA
580
FDx Advisors
Illinois
$810K -$159K -12,061 -16%
UFG
581
United Fire Group
Iowa
$807K – – –
BRWA
582
B. Riley Wealth Advisors
Florida
$799K -$109K -8,247 -12%
HH
583
Hilltop Holdings
Texas
$791K – – –
LOAMS
584
Lombard Odier Asset Management (Switzerland)
Switzerland
$787K -$467K -35,407 -36%
SS
585
Simplicity Solutions
Minnesota
$787K +$123K +9,304 +17%
BMC
586
Benin Management Corp
Connecticut
$783K -$19.8K -1,500 -2%
VC
587
Vicus Capital
Pennsylvania
$770K +$807K +61,255 New
FNB
588
First Niagara Bank
New York
$766K -$15.6K -1,180 -2%
TC
589
Telemus Capital
Michigan
$762K +$432K +32,749 +118%
W
590
Wealthfront
California
$759K +$194K +14,699 +32%
NSEDCP
591
NJ State Employees Deferred Compensation Plan
New Jersey
$754K – – –
CCM
592
Cribstone Capital Management
Maine
$750K -$7.22K -548 -0.9%
ASN
593
Advisory Services Network
Georgia
$747K +$149K +11,322 +24%
LOAME
594
Lombard Odier Asset Management (Europe)
United Kingdom
$736K +$772K +58,582 New
PWW
595
Pettyjohn Wood & White
Virginia
$734K -$27.7K -2,100 -3%
MC
596
Moors & Cabot
Massachusetts
$732K -$79.3K -6,014 -9%
ID
597
Integral Derivatives
New York
$729K -$324K -24,600 -30%
FT
598
Fiduciary Trust
Massachusetts
$724K -$140K -10,583 -16%
WAM
599
Weatherly Asset Management
California
$724K – – –
SG
600
Somerset Group
Minnesota
$723K – – –
22 23
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