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Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
526
Freestone Capital Holdings
Washington
$130K -$126K -9,077 -46%
V
527
Veritable
Delaware
$127K -$104K -7,515 -42%
SP
528
Successful Portfolios
Florida
$127K +$147K +10,563 New
CCA
529
Checchi Capital Advisers
California
$125K +$145K +10,408 New
BPWA
530
Beacon Pointe Wealth Advisors
California
$123K +$143K +10,325 New
AF
531
Advisornet Financial
Minnesota
$122K +$18.4K +1,323 +15%
AA
532
Apriem Advisors
California
$121K -$40.8K -2,934 -23%
UAS
533
United Asset Strategies
New York
$121K +$141K +10,131 New
CAN
534
Claraphi Advisory Network
United States
$120K -$14.3K -1,029 -9%
CIM
535
Cambria Investment Management
California
$107K -$43.5K -3,129 -26%
LS
536
Livforsakringsbolaget Skandia
Sweden
$104K – – –
SFFS
537
Stonehage Fleming Financial Services
Jersey
$104K – – –
MAM
538
Meeder Asset Management
Ohio
$104K +$120K +8,645 New
KPW
539
Kore Private Wealth
New York
$102K – – –
WCM
540
WealthBridge Capital Management
Ohio
$102K – – –
OWD
541
Osborn Williams & Donohoe
Ohio
$100K +$110K +7,950 New
FWM
542
Focused Wealth Management
New York
$94K +$4.17K +300 +4%
PCM
543
Penserra Capital Management
California
$88K +$77K +5,544 +308%
LWM
544
Liberty Wealth Management
California
$85K +$1.43K +103 +1%
MC
545
Machina Capital
France
$78K -$298K -21,480 -77%
AWM
546
AllSquare Wealth Management
New York
$78K -$38.9K -2,800 -30%
CHC
547
City Holding Co
West Virginia
$78K – – –
RCAG
548
Rehmann Capital Advisory Group
Michigan
$72.9K -$11.1K -800 -12%
QCG
549
Quadrant Capital Group
Ohio
$71K +$41.9K +3,013 +89%
DAL
550
David A. Lorber
$68K -$46.2K -3,325 -37%
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