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Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
1001
Kings Point Capital Management
New York
$106K – – –
AIS
1002
Accurate Investment Solutions
Pennsylvania
$106K +$91.8K +500 +714%
BIG
1003
Bellwether Investment Group
Tennessee
$104K +$103K +560 New
RFM
1004
Royal Fund Management
Florida
$102K +$101K +549 New
AC
1005
Alexandria Capital
Virginia
$96K -$70.5K -384 -43%
KF
1006
Krilogy Financial
Missouri
$95K +$18.5K +101 +25%
GBBWRPM
1007
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$93K – – –
VCM
1008
Versant Capital Management
Arizona
$91K -$7.52K -41 -8%
SIC
1009
Salem Investment Counselors
North Carolina
$90K +$3.12K +17 +4%
PAA
1010
Peregrine Asset Advisers
Oregon
$88K -$147K -800 -61%
MIC
1011
MU Investments Company
Japan
$88K -$47.7K -260 -36%
HI
1012
Hudock Inc
Pennsylvania
$86K – – –
MWM
1013
Mascoma Wealth Management
New Hampshire
$85K +$83.5K +455 New
HPBT
1014
High Point Bank & Trust
North Carolina
$84K – – –
CFA
1015
Carroll Financial Associates
North Carolina
$79K +$12.3K +67 +19%
GWA
1016
Guidant Wealth Advisors
Illinois
$78K -$7.34K -40 -9%
CHC
1017
City Holding Co
West Virginia
$78K – – –
JIC
1018
Joel Isaacson & Co
New York
$74K – – –
MI
1019
Markston International
New York
$74K – – –
SBL
1020
Sargent Bickham Lagudis
Colorado
$74K – – –
RFA
1021
Reilly Financial Advisors
California
$74K +$56.7K +309 +343%
ZB
1022
Zions Bancorporation
Utah
$72K – – –
AWM
1023
AllSquare Wealth Management
New York
$69K – – –
AIM
1024
Arcadia Investment Management
Michigan
$65K – – –
TSW
1025
Thompson Siegel & Walmsley
Virginia
$65K – – –
39 40
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