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Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1126
Delta Asset Management
Tennessee
$18K +$18.8K +200 New
RIA
1127
Regal Investment Advisors
Michigan
$17K +$15.2K +162 +540%
VIA
1128
Vantage Investment Advisors
Pennsylvania
$17K +$17.8K +190 New
NC
1129
NewSquare Capital
Pennsylvania
$16K – – –
PFBT
1130
Parkside Financial Bank & Trust
Missouri
$16K +$16.3K +173 New
OC
1131
Oakworth Capital
Alabama
$15K – – –
LWA
1132
Lenox Wealth Advisors
New York
$15K +$15.2K +162 New
FPFS
1133
First Personal Financial Services
North Carolina
$13K – – –
TWA
1134
TCI Wealth Advisors
Arizona
$12K – – –
BBPWM
1135
Blue Bell Private Wealth Management
Pennsylvania
$11K – – –
RPG
1136
Risk Paradigm Group
Texas
$9.01K – – –
BKA
1137
Brick & Kyle Associates
Pennsylvania
$9K – – –
DLHL
1138
Donald L. Hagan LLC
Florida
$9K +$9.39K +100 New
UFA
1139
US Financial Advisors
Massachusetts
$8K – – –
ACS
1140
Archford Capital Strategies
Illinois
$7K +$3.76K +40 +100%
FMP
1141
Financial Management Professionals
Texas
$5K – – –
HFM
1142
Hartford Financial Management
Connecticut
$5K – – –
IF
1143
Ironwood Financial
Arizona
$5K – – –
MCM
1144
MV Capital Management
Maryland
$5K – – –
RCG
1145
Ruggie Capital Group
Florida
$5K – – –
MSFP
1146
Mark Sheptoff Financial Planning
Connecticut
$5K +$1.97K +21 +70%
KCPG
1147
Kavar Capital Partners Group
Kansas
$4K – – –
TCM
1148
Tradewinds Capital Management
Washington
$4K +$3.76K +40 New
FCCM
1149
First City Capital Management
Georgia
$3.79K – – –
EDRS
1150
Edmond de Rothschild (Suisse)
Switzerland
$3K -$197K -2,100 -98%
44 45
46
47 48