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Name Holding Trade Value Shares
Change 		Change in
Stake
B
1501
Bridgeworth
Alabama
$437K -$23K -150 -5%
TFF
1502
The Family Firm
Maryland
$436K +$64.6K +421 +17%
FCH
1503
Freestone Capital Holdings
Washington
$436K +$436K +2,842 New
ZB
1504
Zions Bancorporation
Utah
$435K -$15.5K -101 -3%
IR
1505
Invictus RG
Bermuda
$434K +$434K +2,827 New
MCMT
1506
Moon Capital Management (Tennessee)
Tennessee
$432K – – –
RGC
1507
Roberts, Glore & Co
Illinois
$432K -$10.7K -70 -2%
DWM
1508
Dorchester Wealth Management
Quebec, Canada
$430K – – –
HT
1509
HighTower Trust
Texas
$430K – – –
PM
1510
Parametrica Management
Hong Kong
$430K +$63K +411 +17%
RIA
1511
Regal Investment Advisors
Michigan
$429K +$35.3K +230 +9%
MIS
1512
Morningstar Investment Services
Illinois
$428K +$10.7K +70 +3%
MPIA
1513
Mountain Pacific Investment Advisers
Idaho
$428K +$23K +150 +6%
RCM
1514
RB Capital Management
Nevada
$426K +$49.2K +321 +13%
NERM
1515
New England Research & Management
Illinois
$424K -$11.5K -75 -3%
PG
1516
Patten Group
Tennessee
$423K -$29.1K -190 -6%
NFG
1517
Nations Financial Group
Iowa
$423K -$9.2K -60 -2%
KIM
1518
Karpus Investment Management
New York
$420K – – –
MCM
1519
McRae Capital Management
New Jersey
$420K – – –
PLFAM
1520
Pineno Levin & Ford Asset Management
Virginia
$420K +$1.84K +12 +0.4%
TFA
1521
Toth Financial Advisory
Virginia
$418K +$28.4K +185 +7%
GLI
1522
Guardian Life Insurance
New York
$415K -$306K -1,994 -42%
SFFS
1523
Stonehage Fleming Financial Services
Jersey
$414K -$123K -800 -23%
CCA
1524
Clearwater Capital Advisors
Illinois
$413K -$2.61K -17 -0.6%
DAS
1525
Dynamic Advisor Solutions
Arizona
$412K +$412K +2,684 New
59 60
61
62 63