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FLS

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
426
JFS Wealth Advisors
Pennsylvania
$10K – – –
CFA
427
Carroll Financial Associates
North Carolina
$8K – – –
FAM
428
Formidable Asset Management
Ohio
$8K +$8.7K +150 New
DAM
429
Delta Asset Management
Tennessee
$7K -$2.55K -44 -25%
FMII
430
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
GAM
431
Gemmer Asset Management
California
$6K – – –
TFO
432
Tarbox Family Office
California
$6K – – –
OSAM
433
O'Shaughnessy Asset Management
Connecticut
$5K -$3.55M -61,241 -100%
IMS
434
Index Management Solutions
Pennsylvania
$5K +$3.13K +54 +174%
BBHC
435
Brown Brothers Harriman & Co
New York
$5K +$5.11K +88 New
BL
436
Balentine LLC
Georgia
$5K +$5.63K +97 New
IC
437
Intersect Capital
California
$3K -$4.64K -80 -59%
GWS
438
Glassman Wealth Services
Virginia
$3K – – –
MFS
439
MSI Financial Services
Massachusetts
$3K – – –
IWMPD
440
Integrated Wealth Management (Palm Desert)
California
$3K +$3.31K +57 New
KT
441
Kanaly Trust
Texas
$2K -$8.94K -154 -80%
RIA
442
Regal Investment Advisors
Michigan
$2K -$4.64K -80 -67%
FPFS
443
First Personal Financial Services
North Carolina
$2K – – –
SIA
444
Stancorp Investment Advisers
Oregon
$2K – – –
ZB
445
Zions Bancorporation
Utah
$2K +$2.26K +39 New
WOC
446
West Oak Capital
California
$1.86K – – –
OC
447
Oakworth Capital
Alabama
$1K – – –
GWM
448
Gupta Wealth Management
California
$1K +$1.22K +21 New
RWM
449
Raffa Wealth Management
District of Columbia
$395 – – –
VFA
450
Virtus Fund Advisers
Connecticut
– -$97.7M -1,632,215 Closed
16 17
18
19 20