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Name Holding Trade Value Shares
Change 		Change in
Stake
WAAG
2051
Wealth Alliance Advisory Group
Kansas
$496K -$647K -3,301 -60%
YCG
2052
Yeomans Consulting Group
Georgia
$495K +$125K +639 +40%
LMKC
2053
L.M. Kohn & Company
Ohio
$495K +$50K +255 +13%
GEA
2054
Glen Eagle Advisors
New Jersey
$494K +$392 +2 +0.1%
MCA
2055
MSH Capital Advisors
Arizona
$494K – – –
GD
2056
Grandfield & Dodd
New York
$493K – – –
BCM
2057
Buckhead Capital Management
Georgia
$492K -$9.8K -50 -2%
CRI
2058
Colonial River Investments
Virginia
$491K -$258K -1,316 -37%
MCA
2059
Magnolia Capital Advisors
Mississippi
$490K +$435K +2,218 New
CWM
2060
Centric Wealth Management
Illinois
$490K -$20.6K -105 -4%
MAG
2061
MRA Advisory Group
New Jersey
$489K +$94.9K +484 +28%
AWM
2062
AllSquare Wealth Management
New York
$488K – – –
ACP
2063
Aveo Capital Partners
Colorado
$488K -$392 -2 -0.1%
LAM
2064
Lifestyle Asset Management
Texas
$488K +$33.3K +170 +8%
SEP
2065
Southland Equity Partners
Missouri
$487K -$392 -2 -0.1%
CBT
2066
CoreFirst Bank & Trust
Kansas
$485K – – –
FM
2067
Family Management
New York
$484K +$1.96K +10 +0.5%
UAML
2068
US Asset Management LLC
Pennsylvania
$484K -$5.88K -30 -1%
FVWA
2069
Foster Victor Wealth Advisors
South Carolina
$483K +$19.6K +100 +5%
FHC
2070
First Heartland Consultants
Missouri
$482K +$1.18K +6 +0.3%
LA
2071
LVW Advisors
New York
$481K +$85.7K +437 +25%
IF
2072
Integrity Financial
Wyoming
$481K +$118K +600 +38%
MAP
2073
Moody Aldrich Partners
Massachusetts
$480K – – –
KAS
2074
KPP Advisory Services
Kentucky
$479K +$23.7K +121 +6%
SFP
2075
Sterling Financial Planning
New Jersey
$479K -$6.67K -34 -2%
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83
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