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HAS

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
526
Capital Bank & Trust
California
$23K +$21.4K +208 New
CFD
527
Creative Financial Designs
Indiana
$22K – – –
MMG
528
Monetary Management Group
Missouri
$22K – – –
RFA
529
Reilly Financial Advisors
California
$22K – – –
HCC
530
Hirtle Callaghan & Co
Pennsylvania
$20K -$4.54K -44 -19%
GAM
531
Gemmer Asset Management
California
$19K – – –
HFM
532
Hartford Financial Management
Connecticut
$19K – – –
GWA
533
Guidant Wealth Advisors
Illinois
$18K +$17.4K +169 New
CWM
534
Cranbrook Wealth Management
Michigan
$17K – – –
PCM
535
Prelude Capital Management
New York
$16K -$171K -1,658 -92%
ACM
536
AUA Capital Management
Pennsylvania
$16K – – –
CFA
537
Carroll Financial Associates
North Carolina
$16K +$15.4K +149 New
VCM
538
Versant Capital Management
Arizona
$14K +$103 +1 +0.8%
ACM
539
Armbruster Capital Management
New York
$14K +$12.6K +122 New
VWA
540
V Wealth Advisors
Kansas
$13K +$12K +116 New
MA
541
MUFG Americas
New York
$13K +$12.1K +117 New
MWM
542
Mascoma Wealth Management
New Hampshire
$12K – – –
PFBT
543
Parkside Financial Bank & Trust
Missouri
$12K – – –
PMFA
544
Plante Moran Financial Advisors
Michigan
$12K – – –
AC
545
Alexandria Capital
Virginia
$12K +$103 +1 +0.9%
AWM
546
Avior Wealth Management
Nebraska
$11K – – –
MRCM
547
M&R Capital Management
New Jersey
$11K – – –
SSB
548
Sandy Spring Bank
Maryland
$11K – – –
BWA
549
BDO Wealth Advisors
Florida
$11K +$10.4K +101 New
SNT
550
Security National Trust
West Virginia
$9K – – –
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