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HAS

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
501
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K -$13.1K -151 -40%
GWM
502
Geneos Wealth Management
Colorado
$18K – – –
RFA
503
Reilly Financial Advisors
California
$18K +$871 +10 +5%
VCM
504
Versant Capital Management
Arizona
$18K +$10.5K +121 +121%
SLF
505
Sun Life Financial
Ontario, Canada
$17K -$11K -126 -39%
CIM
506
Contravisory Investment Management
Massachusetts
$17K – – –
WAS
507
WESPAC Advisors SoCal
California
$17K – – –
CBT
508
Capital Bank & Trust
California
$16K -$8.01K -92 -33%
RIA
509
Realta Investment Advisors
Delaware
$16K +$15.6K +179 New
GAM
510
Gemmer Asset Management
California
$15K – – –
HFM
511
Hartford Financial Management
Connecticut
$15K – – –
CFA
512
Carroll Financial Associates
North Carolina
$15K +$2.87K +33 +22%
HWA
513
Heritage Wealth Advisors
Virginia
$15K – – –
CB
514
Community Bank
New York
$14K -$6.79K -78 -32%
PI
515
PineBridge Investments
New York
$14K +$14.2K +163 New
TFS
516
TrustCore Financial Services
Tennessee
$14K +$14.6K +168 New
CWM
517
Cranbrook Wealth Management
Michigan
$13K – – –
SCM
518
Shelton Capital Management
Colorado
$12.2K -$973K -11,179 -91%
ACM
519
AUA Capital Management
Pennsylvania
$12K – – –
FCB
520
First Command Bank
Texas
$12K – – –
FCFS
521
First Command Financial Services
Texas
$12K – – –
AA
522
Advisory Alpha
Michigan
$11.9K +$10.3K +118 New
RE
523
RBC Europe
United Kingdom
$11.1K – – –
FPFS
524
First Personal Financial Services
North Carolina
$11K -$8.88K -102 -45%
CWA
525
Clarus Wealth Advisors
Arizona
$11K +$87 +1 +0.8%
19 20
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