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Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
851
IHT Wealth Management
Illinois
$320K +$6.79K +54 +2%
XS
852
XR Securities
Illinois
$319K -$137K -1,086 -32%
MMG
853
Monetary Management Group
Missouri
$319K +$66K +525 +30%
TC
854
Telemus Capital
Michigan
$317K -$3.27K -26 -1%
JWM
855
JGP Wealth Management
Oregon
$317K +$23.9K +190 +10%
WIC
856
Woodmont Investment Counsel
Tennessee
$315K – – –
CCA
857
Checchi Capital Advisers
California
$315K +$35.4K +281 +14%
SLAM
858
Swiss Life Asset Management
$310K -$61.8K -491 -18%
HW
859
Hancock Whitney
Mississippi
$309K -$30.6K -243 -10%
YIA
860
YHB Investment Advisors
Connecticut
$305K -$13.8K -110 -5%
XWM
861
Xcel Wealth Management
Florida
$305K -$12.6K -100 -4%
SSWG
862
Seven Springs Wealth Group
Tennessee
$300K – – –
RCAG
863
Rehmann Capital Advisory Group
Michigan
$297K +$14.5K +115 +6%
GFS
864
GYL Financial Synergies
Connecticut
$295K +$265K +2,103 New
PCM
865
Parsons Capital Management
Rhode Island
$294K -$1.89K -15 -0.7%
DIM
866
Delta Investment Management
California
$294K – – –
NIM
867
Northeast Investment Management
Massachusetts
$294K +$263K +2,094 New
CAM
868
CenterStar Asset Management
Illinois
$289K – – –
NRS
869
Neville Rodie & Shaw
New York
$287K -$115K -911 -31%
VFPI
870
Vantage Financial Partners (Illinois)
Illinois
$287K – – –
BAM
871
Berkshire Asset Management
Pennsylvania
$286K -$98.3K -781 -28%
HA
872
Harfst & Associates
Wyoming
$286K +$39.5K +314 +18%
IG
873
ING Group
Netherlands
$285K -$297K -2,362 -54%
ITIM
874
Indiana Trust & Investment Management
Indiana
$284K – – –
BIA
875
BHK Investment Advisors
Alabama
$283K +$254K +2,020 New
33 34
35
36 37