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Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
501
Valley National Advisers
Pennsylvania
$8K – – –
FPFS
502
First Personal Financial Services
North Carolina
$7K +$3.23K +142 +105%
VIA
503
Vantage Investment Advisors
Pennsylvania
$6K – – –
TDC
504
Thompson Davis & Co
Virginia
$6K +$2.84K +125 +100%
ZB
505
Zions Bancorporation
Utah
$5K +$23 +1 +0.6%
SWA
506
Sutton Wealth Advisors
Florida
$4.37K +$227 +10 +6%
MFW
507
Mosaic Family Wealth
Missouri
$4K -$3.73K -164 -49%
JFA
508
JNBA Financial Advisors
Minnesota
$3K -$26.6K -1,169 -90%
CFG
509
Citizens Financial Group
Rhode Island
$3K – – –
DSN
510
D. Scott Neal
Kentucky
$3K – – –
QCG
511
Quadrant Capital Group
Ohio
$3K – – –
VCM
512
Versant Capital Management
Arizona
$3K – – –
S
513
SignatureFD
Georgia
$3K +$500 +22 +20%
PMFA
514
Plante Moran Financial Advisors
Michigan
$2K -$2.87K -126 -62%
WA
515
WFG Advisors
Texas
$2K -$1.11K -49 -33%
BFEC
516
Benjamin F. Edwards & Company
Missouri
$2K – – –
CGT
517
Capital Guardian Trust
California
$2K – – –
OC
518
Oakworth Capital
Alabama
$2K – – –
HCM
519
Herndon Capital Management
Georgia
$1K -$1.13M -49,663 -100%
NCM
520
Nelson Capital Management
California
$1K -$31.8K -1,400 -96%
WA
521
WealthTrust-Arizona
Arizona
$1K -$1.34K -59 -59%
GBBWRPM
522
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1K – – –
IWMPD
523
Integrated Wealth Management (Palm Desert)
California
$1K – – –
CHP
524
Cable Hill Partners
Oregon
$1K +$660 +29 New
WTB
525
Washington Trust Bank
Washington
$1K +$1.25K +55 New
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