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Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
701
WealthPlan Investment Management
Nebraska
$432K +$3.55K +308 +0.9%
ACM
702
Advisors Capital Management
New Jersey
$432K +$261K +22,655 +169%
CCP
703
Clarkston Capital Partners
Michigan
$431K – – –
MWA
704
Medallion Wealth Advisors
Connecticut
$429K -$1.18K -102 -0.3%
CVM
705
Cheviot Value Management
California
$428K -$8.64K -750 -2%
PWM
706
Perigon Wealth Management
California
$427K +$9.81K +851 +2%
SMA
707
Sage Mountain Advisors
Georgia
$426K +$30.7K +2,664 +8%
BB
708
Busey Bank
Illinois
$425K +$12.7K +1,101 +3%
KF
709
Krilogy Financial
Missouri
$424K +$10.6K +919 +3%
WPC
710
Wedmont Private Capital
Pennsylvania
$423K +$44.6K +3,873 +12%
DC
711
Davenport & Co
Virginia
$422K -$8.39K -728 -2%
HSA
712
HBK Sorce Advisory
Pennsylvania
$421K +$1.89K +164 +0.5%
IPWA
713
International Private Wealth Advisors
California
$418K -$54.1K -4,695 -12%
PIM
714
Profit Investment Management
Maryland
$416K -$222K -19,297 -36%
KA
715
Kintegral Advisory
New York
$416K -$1.79K -155 -0.4%
MT
716
Midwest Trust
Kansas
$409K -$52.5K -4,556 -12%
SFG
717
Sovereign Financial Group
Connecticut
$408K -$530 -46 -0.1%
RWM
718
RKL Wealth Management
Pennsylvania
$406K -$12.8K -1,107 -3%
CCA
719
Checchi Capital Advisers
California
$406K +$3.18K +276 +0.8%
FT
720
Fiduciary Trust
Massachusetts
$406K +$130K +11,318 +50%
GH
721
GAM Holding
Switzerland
$405K +$390K +33,876 New
BTI
722
Blue Trust Inc
Georgia
$404K +$22K +1,907 +6%
HAG
723
HF Advisory Group
Maryland
$404K -$2.78K -241 -0.7%
NL
724
NWAM LLC
Washington
$402K +$1.22K +106 +0.3%
MFA
725
Mayflower Financial Advisors
Massachusetts
$402K -$100K -8,694 -21%
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