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General Mills
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Name Holding Trade Value Shares
Change 		Change in
Stake
JG
1026
Jefferies Group
New York
$17K -$5.6K -100 -25%
CBT
1027
Central Bank & Trust
Kentucky
$17K – – –
CAW
1028
Cornerstone Advisors (Washington)
Washington
$17K – – –
CAL
1029
Capital Advisors Ltd
Ohio
$14K +$14.6K +260 New
GWS
1030
Glassman Wealth Services
Virginia
$13K – – –
CCS
1031
Crosspoint Capital Strategies
California
$12K -$185K -3,300 -94%
HPBT
1032
High Point Bank & Trust
North Carolina
$12K – – –
FWM
1033
Focused Wealth Management
New York
$11K – – –
SMG
1034
Spectrum Management Group
Indiana
$11K – – –
TFO
1035
Tarbox Family Office
California
$10K – – –
AA
1036
AlphaMark Advisors
Kentucky
$8K -$8.4K -150 -50%
WA
1037
WealthTrust-Arizona
Arizona
$7K – – –
AWM
1038
Avior Wealth Management
Nebraska
$7K +$56 +1 +0.8%
NC
1039
NewSquare Capital
Pennsylvania
$7K +$7K +125 New
PTC
1040
Philadelphia Trust Company
Pennsylvania
$6.88K -$3.19M -56,974 -99%
AWM
1041
AllSquare Wealth Management
New York
$6K – – –
CFS
1042
Commonwealth Financial Services
West Virginia
$6K – – –
FMP
1043
Financial Management Professionals
Texas
$6K +$56 +1 +0.9%
WCM
1044
Wealthcare Capital Management
Virginia
$5K -$50.6K -903 -90%
WP
1045
WealthPLAN Partners
Nebraska
$5K +$4.93K +88 New
AAC
1046
Asset Advisors Corp
Georgia
$5K +$5.04K +90 New
HFM
1047
Hartford Financial Management
Connecticut
$5K +$5.6K +100 New
BCFS
1048
Butensky & Cohen Financial Security
Florida
$3K +$3.42K +61 New
HI
1049
Hudock Inc
Pennsylvania
$2K – – –
VNA
1050
Valley National Advisers
Pennsylvania
$2K – – –
40 41
42
43 44