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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1201
Capital Planning Advisors
California
$6.21M -$134K -490 -2%
HI
1202
Hendershot Investments
Virginia
$6.2M -$26K -95 -0.4%
IAN
1203
Integrated Advisors Network
Texas
$6.2M -$295K -1,075 -5%
GAM
1204
GVO Asset Management
Switzerland
$6.17M – – –
OAM
1205
Occidental Asset Management
California
$6.15M -$72.1K -263 -1%
SCM
1206
Stamina Capital Management
New York
$6.15M -$5.48M -20,000 -47%
AII
1207
AGF Investments Inc
Ontario, Canada
$6.15M -$772K -2,817 -11%
GW
1208
GW & Wade
Massachusetts
$6.14M +$942K +3,436 +18%
FWM
1209
Frontier Wealth Management
Missouri
$6.14M -$218K -795 -3%
RPC
1210
Rossmore Private Capital
Connecticut
$6.13M -$32.1K -117 -0.5%
HSA
1211
HBK Sorce Advisory
Pennsylvania
$6.11M -$1.16M -4,217 -16%
ATPW
1212
Ashton Thomas Private Wealth
Arizona
$6.11M +$240K +874 +4%
BCA
1213
Bray Capital Advisors
Florida
$6.08M -$327K -1,193 -5%
MFS
1214
Mirabella Financial Services
United Kingdom
$6.07M +$5.85M +21,322 +2,361%
AFAS
1215
Acorn Financial Advisory Services
Virginia
$6.06M +$634K +2,312 +12%
NFG
1216
Next Financial Group
Texas
$6.06M +$284K +1,037 +5%
TEE
1217
Tibra Equities Europe
United Kingdom
$6.05M +$6.07M +22,140 New
CA
1218
Commerzbank Aktiengesellschaft
Germany
$6.04M +$183K +666 +3%
SAM
1219
Synergy Asset Management
Washington
$6.04M +$6.06M +22,098 New
MA
1220
Mezzasalma Advisors
New Jersey
$6.04M +$6.06M +22,093 New
WWM
1221
Western Wealth Management
Colorado
$6.02M -$895K -3,264 -13%
SCM
1222
Sitrin Capital Management
California
$6.01M +$9.87K +36 +0.2%
JGC
1223
J. Goldman & Co
New York
$6.01M +$6.03M +21,993 New
IFWM
1224
Institute for Wealth Management
Colorado
$6M +$112K +410 +2%
RC
1225
Roundview Capital
New Jersey
$5.99M +$200K +729 +3%
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