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Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
2101
RDA Financial Network
Iowa
$344K +$310K +6,106 New
CCA
2102
Clearwater Capital Advisors
Illinois
$343K – – –
FI
2103
Fosun International
China
$343K +$104K +2,050 +47%
AEPG
2104
American Economic Planning Group
New Jersey
$341K -$13.7K -271 -4%
CIC
2105
Chase Investment Counsel
Virginia
$340K +$322K +6,343 New
MIM
2106
Martin Investment Management
Florida
$334K +$15.6K +307 +5%
KIA
2107
Kopp Investment Advisors
Minnesota
$333K – – –
BPCE
2108
Bank Pictet & Cie (Europe)
Germany
$332K +$314K +6,190 New
HPC
2109
Hobart Private Capital
North Carolina
$331K -$3.09K -61 -1%
BONST
2110
Bank of Nova Scotia Trust
Ontario, Canada
$330K -$50.7K -1,000 -14%
LDFR
2111
Lehman & Derafelo Financial Resources
Pennsylvania
$329K +$35.5K +700 +13%
JIM
2112
Jupiter Investment Management
United Kingdom
$328K – – –
WANY
2113
Wealthspire Advisors (New York)
New York
$326K -$54.5K -1,075 -15%
BWM
2114
Baystate Wealth Management
Massachusetts
$325K +$32.1K +633 +13%
SWMG
2115
Strategic Wealth Management Group
Maryland
$325K +$46.3K +913 +18%
SC
2116
Searle & Co
Connecticut
$324K – – –
KWMG
2117
King Wealth Management Group
Florida
$323K +$254 +5 +0.1%
HIS
2118
Harvest Investment Services
Illinois
$323K +$301K +5,933 New
SSA
2119
South Street Advisors
New York
$322K -$5.07K -100 -2%
WCG
2120
Weaver Consulting Group
California
$322K +$349K +6,871 New
OCM
2121
Orser Capital Management
Texas
$321K +$61.7K +1,217 +26%
SSWM
2122
Smith Salley Wealth Management
North Carolina
$320K -$53.1K -1,046 -15%
WP
2123
WealthSource Partners
California
$319K -$180K -3,553 -37%
FM
2124
Family Management
New York
$317K -$333K -6,571 -53%
VA
2125
Valmark Advisers
Ohio
$317K -$8.06K -159 -3%
83 84
85
86 87