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Name Holding Trade Value Shares
Change 		Change in
Stake
RWG
1951
Regal Wealth Group
California
$27K – – –
SWP
1952
Strategic Wealth Partners
Ohio
$26K +$26K +179 New
MIC
1953
MU Investments Company
Japan
$25K -$12.2K -84 -33%
SAM
1954
Shamrock Asset Management
Texas
$25K – – –
GWA
1955
Guidant Wealth Advisors
Illinois
$25K +$15.1K +104 +168%
RFWA
1956
RPg Family Wealth Advisory
Massachusetts
$23K -$9.89K -68 -30%
HCM
1957
Horrell Capital Management
Arkansas
$21K – – –
SIM
1958
Sonora Investment Management
Arizona
$20.1K +$6.98K +48 +54%
SIS
1959
Sound Income Strategies
Florida
$19K +$19.2K +132 New
WA
1960
WealthTrust-Arizona
Arizona
$16K +$145 +1 +0.9%
FPB
1961
First PREMIER Bank
South Dakota
$15K -$15.3K -105 -51%
SC
1962
Skylands Capital
Wisconsin
$15K – – –
TFA
1963
Transamerica Financial Advisors
Florida
$12K -$14K -96 -55%
PS
1964
Portfolio Solutions
Michigan
$9K – – –
CAM
1965
ClariVest Asset Management
California
$9K +$8.58K +59 New
BCP
1966
Blackhawk Capital Partners
Wisconsin
$8K +$8.43K +58 New
FFG
1967
Ford Financial Group
California
$7K +$7.13K +49 New
BCI
1968
Brinker Capital Investments
Pennsylvania
$6K -$727 -5 -10%
FAM
1969
Fred Alger Management
New York
$5K -$14K -96 -73%
FPF
1970
FNY Partners Fund
New York
$3K -$12.2K -84 -80%
NIM
1971
NuWave Investment Management
New Jersey
$3K +$3.05K +21 New
DPA
1972
Delphi Private Advisors
California
$2K -$3.78K -26 -63%
WAS
1973
Winch Advisory Services
Wisconsin
$2K -$3.35K -23 -64%
MIM
1974
Macroview Investment Management
Maryland
$2K – – –
FI
1975
Focused Investors
California
– -$66.7M -480,742 Closed
77 78
79
80 81