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Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
776
Evanson Asset Management
California
$212K +$200K +1,204 New
JIC
777
Joel Isaacson & Co
New York
$212K +$201K +1,208 New
CWA
778
Clarus Wealth Advisors
Arizona
$210K +$15.6K +94 +9%
CIC
779
Carnegie Investment Counsel
Ohio
$208K +$197K +1,185 New
RIA
780
Realta Investment Advisors
Delaware
$207K +$193K +1,164 New
RI
781
Rudd International
Florida
$204K +$193K +1,160 New
HSA
782
HBK Sorce Advisory
Pennsylvania
$201K +$190K +1,143 New
PCG
783
Private Capital Group
Connecticut
$200K +$16.8K +101 +10%
FPS
784
Fieldpoint Private Securities
Connecticut
$200K +$189K +1,135 New
CCM
785
Covington Capital Management
California
$185K – – –
RCAG
786
Rehmann Capital Advisory Group
Michigan
$184K +$5.65K +34 +3%
MPWT
787
MassMutual Private Wealth & Trust
Connecticut
$178K – – –
MFW
788
Mosaic Family Wealth
Missouri
$168K +$2.82K +17 +2%
TWA
789
TCI Wealth Advisors
Arizona
$164K -$8.31K -50 -5%
EIM
790
Essex Investment Management
Massachusetts
$162K – – –
VRM
791
Vectors Research Management
New York
$156K -$55.8K -336 -28%
VFA
792
Valeo Financial Advisors
Indiana
$156K +$148K +888 New
PA
793
Parallel Advisors
California
$148K +$140K +840 New
SNT
794
Security National Trust
West Virginia
$138K -$211K -1,271 -62%
MCA
795
Mercer Capital Advisers
New Jersey
$133K – – –
IBOK
796
Independence Bank of Kentucky
Kentucky
$131K +$124K +747 New
WPW
797
Winthrop Partners - WNY
New York
$130K -$24.9K -150 -17%
LJHT
798
Laurie J. Hall Trustee
$130K – – –
PCM
799
Prelude Capital Management
New York
$125K +$118K +710 New
CAL
800
Capital Analysts LLC
Pennsylvania
$124K -$16.6K -100 -12%
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