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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
351
MV Capital Management
Maryland
$10K – – –
VFA
352
Valeo Financial Advisors
Indiana
$10K +$8.82K +54 New
CPIG
353
Chicago Partners Investment Group
Illinois
$10K +$9.14K +56 New
SIM
354
Sonora Investment Management
Arizona
$9.01K – – –
ZB
355
Zions Bancorporation
Utah
$9K – – –
CHP
356
Cable Hill Partners
Oregon
$9K +$8.16K +50 New
WCBA
357
Weaver C. Barksdale & Associates
Tennessee
$7K – – –
CHC
358
City Holding Co
West Virginia
$7K +$2.45K +15 +60%
TCM
359
TD Capital Management
Tennessee
$7K +$6.53K +40 New
FANJ
360
Financial Architects (New Jersey)
New Jersey
$6K – – –
TF
361
Tompkins Financial
New York
$6K +$5.22K +32 New
IP
362
Intellectus Partners
California
$5K -$70.4K -431 -93%
CTC
363
Central Trust Company
Missouri
$5K – – –
CMBA
364
C.M. Bidwell & Associates
Hawaii
$5K – – –
TWMP
365
Taylor Wealth Management Partners
Massachusetts
$5K – – –
WA
366
Winfield Associates
Ohio
$4K – – –
AA
367
AlphaMark Advisors
Kentucky
$3K – – –
NC
368
NewSquare Capital
Pennsylvania
$3K – – –
PFGIA
369
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
QCG
370
Quadrant Capital Group
Ohio
$3K +$2.12K +13 +130%
MCIA
371
Mountain Capital Investment Advisors
Colorado
$2K -$122K -748 -99%
WAM
372
Wealthspire Advisors (Maryland)
Maryland
$2K -$4.74K -29 -73%
HIM
373
Hillsdale Investment Management
Ontario, Canada
$2K -$490 -3 -20%
CPA
374
Clear Perspective Advisors
Illinois
$2K – – –
CFD
375
Creative Financial Designs
Indiana
$2K – – –
13 14
15
16 17