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Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
501
Tarbox Family Office
California
$8K – – –
VNA
502
Valley National Advisers
Pennsylvania
$8K – – –
FPFS
503
First Personal Financial Services
North Carolina
$7K +$3.23K +142 +105%
VIA
504
Vantage Investment Advisors
Pennsylvania
$6K – – –
TDC
505
Thompson Davis & Co
Virginia
$6K +$2.84K +125 +100%
ZB
506
Zions Bancorporation
Utah
$5K +$23 +1 +0.6%
SWA
507
Sutton Wealth Advisors
Florida
$4.37K +$227 +10 +6%
MFW
508
Mosaic Family Wealth
Missouri
$4K -$3.73K -164 -49%
JFA
509
JNBA Financial Advisors
Minnesota
$3K -$26.6K -1,169 -90%
CFG
510
Citizens Financial Group
Rhode Island
$3K – – –
DSN
511
D. Scott Neal
Kentucky
$3K – – –
QCG
512
Quadrant Capital Group
Ohio
$3K – – –
VCM
513
Versant Capital Management
Arizona
$3K – – –
S
514
SignatureFD
Georgia
$3K +$500 +22 +20%
SIC
515
Salem Investment Counselors
North Carolina
$2.8K +$2.55K +112 New
PMFA
516
Plante Moran Financial Advisors
Michigan
$2K -$2.87K -126 -62%
WA
517
WFG Advisors
Texas
$2K -$1.11K -49 -33%
BFEC
518
Benjamin F. Edwards & Company
Missouri
$2K – – –
CGT
519
Capital Guardian Trust
California
$2K – – –
OC
520
Oakworth Capital
Alabama
$2K – – –
HCM
521
Herndon Capital Management
Georgia
$1K -$1.13M -49,663 -100%
NCM
522
Nelson Capital Management
California
$1K -$31.8K -1,400 -96%
WA
523
WealthTrust-Arizona
Arizona
$1K -$1.34K -59 -59%
GBBWRPM
524
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1K – – –
IWMPD
525
Integrated Wealth Management (Palm Desert)
California
$1K – – –
19 20
21
22 23