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Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
1001
Farmers & Merchants Investments Inc
Nebraska
$70K – – –
RPG
1002
Risk Paradigm Group
Texas
$69.2K +$39.6K +2,736 +126%
IR
1003
Invictus RG
Bermuda
$69K +$71K +4,900 New
AWM
1004
Avior Wealth Management
Nebraska
$68K – – –
AWMS
1005
Advocacy Wealth Management Services
Georgia
$64K +$65.4K +4,515 New
NC
1006
NewSquare Capital
Pennsylvania
$63K – – –
EMA
1007
Efficient Market Advisors
California
$61K +$4.34K +300 +8%
TCM
1008
Tradewinds Capital Management
Washington
$57K +$72 +5 +0.1%
AIA
1009
Allegis Investment Advisors
Idaho
$57K +$58.7K +4,055 New
TFO
1010
Tarbox Family Office
California
$56K +$521 +36 +0.9%
WA
1011
WealthTrust-Arizona
Arizona
$55K -$637 -44 -1%
UFA
1012
US Financial Advisors
Massachusetts
$53K +$23.8K +1,643 +76%
CGT
1013
Capital Guardian Trust
California
$52K -$1.58M -108,824 -97%
PMFA
1014
Plante Moran Financial Advisors
Michigan
$52K +$40.3K +2,785 +308%
BBPWM
1015
Blue Bell Private Wealth Management
Pennsylvania
$51K – – –
AWM
1016
AllSquare Wealth Management
New York
$51K +$43 +3 +0.1%
FMT
1017
First Mercantile Trust
Tennessee
$50K -$77.9K -5,380 -60%
DBT
1018
Dubuque Bank & Trust
Iowa
$50K +$7.24K +500 +16%
SFG
1019
Sage Financial Group
Pennsylvania
$49K – – –
MFW
1020
Mosaic Family Wealth
Missouri
$49K +$51.2K +3,533 New
MWM
1021
MinichMacGregor Wealth Management
New York
$48K +$46.7K +3,225 New
AIS
1022
Accurate Investment Solutions
Pennsylvania
$48K +$49.4K +3,414 New
ZB
1023
Zions Bancorporation
Utah
$47K +$10.4K +716 +21%
CHP
1024
Cable Hill Partners
Oregon
$46K -$21.4K -1,481 -32%
BAM
1025
Bruderman Asset Management
New York
$46K -$14.2K -979 -23%
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