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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
876
CSat Investment Advisory
Michigan
$268K +$23K +95 +9%
SCA
877
Snowden Capital Advisors
New York
$266K +$5.58K +23 +2%
EFS
878
Essex Financial Services
Connecticut
$266K +$271K +1,118 New
FP
879
Financial Perspectives
Minnesota
$265K – – –
CSIC
880
Clifford Swan Investment Counsel
California
$265K – – –
MFG
881
Magnus Financial Group
New York
$262K -$60.6K -250 -19%
BFM
882
Boston Financial Management
Massachusetts
$261K – – –
NFG
883
Next Financial Group
Texas
$261K +$266K +1,097 New
PCAP
884
Pratt Collard Advisory Partners
New York
$260K – – –
PHS
885
Pekin Hardy Strauss
Illinois
$259K – – –
EI
886
Ethic Inc
New York
$259K +$263K +1,086 New
CIP
887
Convergence Investment Partners
Florida
$256K +$261K +1,076 New
MWPCG
888
Measured Wealth Private Client Group
New Hampshire
$256K +$261K +1,076 New
EAM
889
Evanson Asset Management
California
$255K – – –
WPW
890
Waldron Private Wealth
Pennsylvania
$254K +$7.52K +31 +3%
CAAS
891
Capital Asset Advisory Services
Michigan
$253K +$6.79K +28 +3%
NWP
892
Northstar Wealth Partners
Connecticut
$251K -$127K -525 -33%
CCM
893
Covington Capital Management
California
$251K -$20.1K -83 -7%
RCAG
894
Rehmann Capital Advisory Group
Michigan
$251K -$21.3K -88 -8%
SWM
895
SeaCrest Wealth Management
New York
$250K -$21.1K -87 -8%
ADL
896
Asset Dedication LLC
California
$249K +$58.4K +241 +30%
HFM
897
Harvest Fund Management
China
$249K +$159K +654 +160%
FAT
898
First American Trust
California
$249K +$254K +1,049 New
FHA
899
First Horizon Advisors
Tennessee
$248K +$7.52K +31 +3%
RMCM
900
Reynders McVeigh Capital Management
Massachusetts
$247K -$110K -453 -30%
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