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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1151
WealthPLAN Partners
Nebraska
$121K +$289K +3,025 New
EDRE
1152
Edmond de Rothschild (Europe)
Luxembourg
$121K – – –
TWA
1153
TCI Wealth Advisors
Arizona
$117K – – –
SI
1154
Sentry Investments
Ontario, Canada
$114K -$19.2M -200,800 -13%
OAMG
1155
Odey Asset Management Group
United Kingdom
$114K -$3.15M -33,000 -96%
SBA
1156
Seven Bridges Advisors
New York
$109K +$118K +1,234 New
GWM
1157
Geneos Wealth Management
Colorado
$102K +$12.5K +131 +13%
AA
1158
Apriem Advisors
California
$98K +$87.5K +916 +458%
QCG
1159
Quadrant Capital Group
Ohio
$95K +$24.7K +259 +28%
NYLT
1160
New York Life Trust
New York
$94K -$15.8K -165 -13%
HIIFS
1161
Harel Insurance Investments & Financial Services
Israel
$93K -$138K -1,450 -58%
WA
1162
WFG Advisors
Texas
$92K +$3.53K +37 +4%
LWA
1163
Lowe Wealth Advisors
Maryland
$90K – – –
KPCM
1164
Kings Point Capital Management
New York
$88K – – –
PWM
1165
Perigon Wealth Management
California
$88K – – –
RFS
1166
Rockefeller Financial Services
New York
$84K – – –
KTC
1167
Kistler-Tiffany Companies
Pennsylvania
$84K +$17K +178 +23%
AIM
1168
Arcadia Investment Management
Michigan
$78K +$58.4K +612 +227%
FPFS
1169
First Personal Financial Services
North Carolina
$73K +$17.3K +181 +28%
RFWA
1170
RPg Family Wealth Advisory
Massachusetts
$71.9K -$29K -304 -27%
SBL
1171
Sargent Bickham Lagudis
Colorado
$71K +$6.21K +65 +9%
SIG
1172
Stanford Investment Group
California
$70K – – –
JCM
1173
Jacobi Capital Management
Pennsylvania
$69K +$76.4K +800 New
GAM
1174
Gemmer Asset Management
California
$67K -$2.58K -27 -3%
MVIP
1175
Mar Vista Investment Partners
California
$66K – – –
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