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Name Holding Trade Value Shares
Change 		Change in
Stake
KF
501
Krilogy Financial
Missouri
$6K +$5.13K +285 New
VIA
502
Vantage Investment Advisors
Pennsylvania
$5K – – –
BBHC
503
Brown Brothers Harriman & Co
New York
$4K – – –
CAW
504
Cornerstone Advisors (Washington)
Washington
$4K – – –
ZB
505
Zions Bancorporation
Utah
$4K – – –
PMFA
506
Plante Moran Financial Advisors
Michigan
$4K +$1.62K +90 +80%
SWA
507
Sutton Wealth Advisors
Florida
$3.37K – – –
WA
508
WFG Advisors
Texas
$3K +$324 +18 +14%
TDC
509
Thompson Davis & Co
Virginia
$3K +$2.25K +125 New
FPFS
510
First Personal Financial Services
North Carolina
$3K +$2.43K +135 New
WA
511
WealthTrust-Arizona
Arizona
$2K -$19.8K -1,100 -92%
S
512
SignatureFD
Georgia
$2K -$3.42K -190 -64%
VCM
513
Versant Capital Management
Arizona
$2K -$2.43K -135 -50%
BFEC
514
Benjamin F. Edwards & Company
Missouri
$2K – – –
CFG
515
Citizens Financial Group
Rhode Island
$2K – – –
DSN
516
D. Scott Neal
Kentucky
$2K – – –
QCG
517
Quadrant Capital Group
Ohio
$2K +$504 +28 +27%
CGT
518
Capital Guardian Trust
California
$1K – – –
IWMPD
519
Integrated Wealth Management (Palm Desert)
California
$1K – – –
OC
520
Oakworth Capital
Alabama
$1K – – –
GBBWRPM
521
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1K +$1.31K +73 New
CA
522
Commerzbank Aktiengesellschaft
Germany
$906 -$1.27M -70,704 -62%
AT
523
Arden Trust
Delaware
$620 -$63.3K -3,515 -10%
RWM
524
Raffa Wealth Management
District of Columbia
$411 – – –
PIA
525
Piedmont Investment Advisors
North Carolina
$102 +$90 +5 New
19 20
21
22 23