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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
26
Monumental Financial Group
Maryland
$777K +$775K +16,858 New
HighTower Advisors
27
HighTower Advisors
Illinois
$576K +$573K +12,468 New
Osaic Holdings
28
Osaic Holdings
Arizona
$529K +$385K +8,371 +273%
KA
29
Kovack Advisors
Florida
$454K +$453K +9,845 New
Simplex Trading
30
Simplex Trading
Illinois
$387K +$311K +6,755 +408%
MA
31
MCF Advisors
Kentucky
$379K +$377K +8,208 New
BMD
32
Better Money Decisions
New Mexico
$361K +$360K +7,835 New
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$347K +$284K +6,185 +467%
LNC
34
Lincoln National Corp
Pennsylvania
$344K +$343K +7,456 New
HI
35
Harbour Investments
Wisconsin
$324K +$323K +7,031 New
Creative Planning
36
Creative Planning
Kansas
$322K +$58.9K +1,280 +22%
MML Investors Services
37
MML Investors Services
Massachusetts
$313K +$312K +6,788 New
CPSC
38
Carl P. Sherr & Co
Massachusetts
$285K +$284K +6,175 New
LWM
39
Laidlaw Wealth Management
New York
$273K +$272K +5,922 New
NEPWA
40
New England Private Wealth Advisors
Massachusetts
$247K – – –
EVM
41
Eaton Vance Management
Massachusetts
$246K +$245K +5,325 New
NFG
42
Next Financial Group
Texas
$236K +$49.8K +1,084 +27%
Morgan Stanley
43
Morgan Stanley
New York
$226K +$66.7K +1,451 +42%
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$137K +$137K +2,979 New
AWA
45
Arkadios Wealth Advisors
Georgia
$92K +$54.3K +1,180 +143%
SWM
46
Spire Wealth Management
Virginia
$74K +$73.7K +1,603 New
CFN
47
Cordasco Financial Network
Florida
$56K +$56.1K +1,220 New
GWM
48
Geneos Wealth Management
Colorado
$52K – – –
SFS
49
Sowell Financial Services
Arkansas
$50K +$49.3K +1,073 New
PFBT
50
Parkside Financial Bank & Trust
Missouri
$49K +$48.7K +1,059 +21,180%
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