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HAS

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
526
Capital Bank & Trust
California
$20K – – –
MMG
527
Monetary Management Group
Missouri
$20K – – –
RFA
528
Reilly Financial Advisors
California
$20K +$507 +5 +3%
MCIA
529
Mountain Capital Investment Advisors
Colorado
$19K -$224K -2,205 -92%
FANJ
530
Financial Architects (New Jersey)
New Jersey
$18K -$7.71K -76 -29%
HCC
531
Hirtle Callaghan & Co
Pennsylvania
$18K – – –
GAM
532
Gemmer Asset Management
California
$17K – – –
GWA
533
Guidant Wealth Advisors
Illinois
$16K – – –
HFM
534
Hartford Financial Management
Connecticut
$16K – – –
FCB
535
First Command Bank
Texas
$16K +$13.5K +133 +403%
FCFS
536
First Command Financial Services
Texas
$16K +$13.5K +133 +403%
CWM
537
Cranbrook Wealth Management
Michigan
$15K – – –
ACM
538
AUA Capital Management
Pennsylvania
$14K – – –
CFA
539
Carroll Financial Associates
North Carolina
$14K – – –
PCP
540
Proficio Capital Partners
Massachusetts
$14K +$9.84K +97 +198%
RFS
541
Rockefeller Financial Services
New York
$14K +$14.5K +143 New
RE
542
RBC Europe
United Kingdom
$12.7K +$13.2K +130 New
ACM
543
Armbruster Capital Management
New York
$12K – – –
VCM
544
Versant Capital Management
Arizona
$12K – – –
MRCM
545
M&R Capital Management
New Jersey
$11K – – –
PFBT
546
Parkside Financial Bank & Trust
Missouri
$11K – – –
PMFA
547
Plante Moran Financial Advisors
Michigan
$11K – – –
AWM
548
Avior Wealth Management
Nebraska
$10K – – –
BWA
549
BDO Wealth Advisors
Florida
$10K – – –
MWM
550
Mascoma Wealth Management
New Hampshire
$10K – – –
20 21
22
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