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Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
551
United Capital Financial Advisors
Texas
– -$300K -7,770 Closed
PAMG
552
Patton Albertson Miller Group
Tennessee
– -$323K -7,768 Closed
GIA
553
GHP Investment Advisors
Colorado
– -$298K -7,702 Closed
SSA
554
Schonfeld Strategic Advisors
New York
– -$292K -7,555 Closed
FDS
555
First Dallas Securities
Texas
– -$248K -6,400 Closed
MC
556
Menta Capital
California
– -$244K -6,300 Closed
RC
557
RegentAtlantic Capital
New Jersey
– -$238K -6,145 Closed
BTIS
558
BB&T Investment Services
North Carolina
– -$216K -5,276 -100%
FWM
559
Focused Wealth Management
New York
– -$143K -3,700 Closed
KF
560
Krilogy Financial
Missouri
– -$73K -1,900 Closed
DADC
561
D.A. Davidson & Co
Montana
– -$46K -1,200 Closed
MLFP
562
MPS Loria Financial Planners
Illinois
– -$31K -805 Closed
VWA
563
V Wealth Advisors
Kansas
– -$19K -509 Closed
EA
564
Edge Advisors
Georgia
– -$18.8K -459 -98%
FCM
565
Frontier Capital Management
Massachusetts
– -$13K -328 Closed
TF
566
Tompkins Financial
New York
– -$12K -300 Closed
WOC
567
West Oak Capital
California
– -$9.4K -243 Closed
AIM
568
Acrospire Investment Management
Illinois
– -$8K -200 Closed
FC
569
Ferris Capital
Massachusetts
– -$3K -71 Closed
LWCFA
570
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– +$328 +8 New
FBT
571
First Bank & Trust
South Dakota
– +$410 +10 New