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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1101
Endurance Wealth Management
Rhode Island
$19K +$18.4K +200 New
NC
1102
NewSquare Capital
Pennsylvania
$17K +$16.5K +180 New
OC
1103
Oakworth Capital
Alabama
$16K – – –
FPFS
1104
First Personal Financial Services
North Carolina
$14K – – –
HDIM
1105
Hanson & Doremus Investment Management
Vermont
$14K – – –
CAW
1106
Cornerstone Advisors (Washington)
Washington
$13K +$1.47K +16 +13%
BBPWM
1107
Blue Bell Private Wealth Management
Pennsylvania
$12K -$11.5K -125 -50%
TWA
1108
TCI Wealth Advisors
Arizona
$12K – – –
FNBOO
1109
First National Bank of Omaha
Nebraska
$9.85K – – –
RPG
1110
Risk Paradigm Group
Texas
$9.35K – – –
BKA
1111
Brick & Kyle Associates
Pennsylvania
$9K – – –
UFA
1112
US Financial Advisors
Massachusetts
$8K +$3.67K +40 +80%
OSAM
1113
O'Shaughnessy Asset Management
Connecticut
$8K +$7.98K +87 New
IF
1114
Ironwood Financial
Arizona
$6K – – –
MCM
1115
MV Capital Management
Maryland
$6K – – –
HFM
1116
Hartford Financial Management
Connecticut
$6K +$6.06K +66 New
MUS
1117
Mitsubishi UFJ Securities
Japan
$5K -$45K -490 -91%
FMP
1118
Financial Management Professionals
Texas
$5K -$4.59K -50 -48%
GI
1119
Gradient Investments
Minnesota
$5K -$3.95K -43 -46%
HR
1120
Howe & Rusling
New York
$5K +$4.59K +50 New
RCG
1121
Ruggie Capital Group
Florida
$5K +$4.59K +50 New
ACS
1122
Archford Capital Strategies
Illinois
$4K – – –
KCPG
1123
Kavar Capital Partners Group
Kansas
$4K +$4.68K +51 New
FCCM
1124
First City Capital Management
Georgia
$3.93K +$3.85K +42 New
VIA
1125
Vident Investment Advisory
Georgia
$3K -$1.4M -15,247 -100%
43 44
45
46 47