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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1951
HHM Wealth Advisors
Tennessee
$522K +$82.8K +377 +16%
SFG
1952
SevenBridge Financial Group
Pennsylvania
$522K +$99.4K +453 +19%
WIA
1953
World Investment Advisors
California
$520K -$12.1K -55 -2%
AA
1954
Apriem Advisors
California
$519K +$38.9K +177 +7%
EMB
1955
Elefante Mark B
$518K +$16.5K +75 +3%
VC
1956
Vicus Capital
Pennsylvania
$516K +$3.73K +17 +0.6%
CA
1957
Capital Advantage
California
$516K +$23.9K +109 +5%
HPWM
1958
Highland Private Wealth Management
Washington
$514K +$58.2K +265 +11%
PBT
1959
Pictet Bank & Trust
Bahamas
$513K -$241K -1,100 -29%
LAIC
1960
Lederer & Associates Investment Counsel
California
$512K -$64.1K -292 -10%
KJHP
1961
K.J. Harrison & Partners
Ontario, Canada
$511K -$2.91M -13,240 -83%
FUBT
1962
First United Bank & Trust
Maryland
$510K – – –
ITIM
1963
Indiana Trust & Investment Management
Indiana
$509K – – –
CBFP
1964
Cedar Brook Financial Partners
Ohio
$509K +$29.9K +136 +5%
PFGIA
1965
Patriot Financial Group Insurance Agency
Massachusetts
$509K +$104K +476 +21%
AC
1966
Avestar Capital
New York
$507K -$5.49K -25 -0.9%
FNC
1967
First National Corp
Massachusetts
$506K +$1.32K +6 +0.3%
FVWA
1968
Foster Victor Wealth Advisors
South Carolina
$506K +$214K +977 +63%
GI
1969
Glovista Investments
New Jersey
$500K +$588K +2,679 New
PLFAM
1970
Pineno Levin & Ford Asset Management
Virginia
$499K – – –
TCB
1971
Texas Capital Bancshares
Texas
$498K – – –
ACM
1972
AUA Capital Management
Pennsylvania
$497K – – –
SFG
1973
SNS Financial Group
Minnesota
$496K +$25.5K +116 +5%
HCM
1974
Horan Capital Management
Maryland
$495K -$68.9K -314 -11%
WCM
1975
Windsor Capital Management
Arizona
$495K -$10.8K -49 -2%
77 78
79
80 81