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LVS

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
501
Smithfield Trust
Pennsylvania
$34K – – –
APSP
502
Asset Planning Services (Pennsylvania)
Pennsylvania
$34K +$372 +6 +1%
GRP
503
Global Retirement Partners
California
$34K +$32.6K +525 New
VFA
504
Valeo Financial Advisors
Indiana
$34K +$32.8K +529 New
M
505
MOTCO
Texas
$32K – – –
IWM
506
IHT Wealth Management
Illinois
$31K -$14.1K -227 -32%
SIAS
507
Shine Investment Advisory Services
Colorado
$31K – – –
CCM
508
Covington Capital Management
California
$31K +$29.8K +480 New
QCG
509
Quadrant Capital Group
Ohio
$30K – – –
BBHC
510
Brown Brothers Harriman & Co
New York
$29K +$27.6K +445 New
RFM
511
Royal Fund Management
Florida
$29K +$28.6K +461 New
SIAP
512
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$27K – – –
GT
513
Glenmede Trust
Pennsylvania
$26K +$10K +162 +59%
AC
514
Alexandria Capital
Virginia
$25K – – –
SBL
515
Sargent Bickham Lagudis
Colorado
$23K +$4.65K +75 +27%
AF
516
Allworth Financial
California
$21K +$124 +2 +0.6%
WA
517
WealthTrust-Arizona
Arizona
$21K +$248 +4 +1%
FHA
518
First Horizon Advisors
Tennessee
$20K – – –
DSC
519
Duncker Streett & Co
Missouri
$19K – – –
BRC
520
Bell Rock Capital
Delaware
$18K +$186 +3 +1%
WEC
521
Winslow Evans & Crocker
Massachusetts
$16K +$15.5K +250 New
CAW
522
Cornerstone Advisors (Washington)
Washington
$16K – – –
DAM
523
Delta Asset Management
Tennessee
$16K – – –
RWA
524
Ropes Wealth Advisors
Massachusetts
$16K – – –
ZB
525
Zions Bancorporation
Utah
$16K +$12.1K +195 +398%
19 20
21
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