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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1401
Cahill Financial Advisors
Minnesota
$213K +$209K +2,030 New
FSA
1402
Franklin Street Advisors
North Carolina
$212K +$209K +2,030 New
SIM
1403
Sonora Investment Management
Arizona
$210K -$62.3K -606 -23%
CBA
1404
Coastal Bridge Advisors
Connecticut
$210K +$206K +2,005 New
CCM
1405
Crossvault Capital Management
Texas
$210K +$206K +2,005 New
WI
1406
WrapManager Inc
California
$210K +$206K +2,010 New
BONST
1407
Bank of Nova Scotia Trust
Ontario, Canada
$209K -$103K -1,000 -33%
CFN
1408
Cordasco Financial Network
Florida
$209K – – –
AAM
1409
Augustine Asset Management
Florida
$209K +$205K +2,000 New
NPGCU
1410
Napier Park Global Capital (US)
New York
$209K +$205K +2,000 New
OA
1411
Oxbow Advisors
Texas
$209K +$205K +2,000 New
BWM
1412
Baystate Wealth Management
Massachusetts
$207K +$203K +1,974 New
MCM
1413
Maple Capital Management
Vermont
$207K +$203K +1,975 New
AFWA
1414
Ancora Family Wealth Advisors
Ohio
$205K +$202K +1,962 New
CCP
1415
Clarkston Capital Partners
Michigan
$204K +$200K +1,945 New
PIM
1416
Platinum Investment Management
Australia
$203K – – –
RIA
1417
Regal Investment Advisors
Michigan
$203K +$14.1K +137 +8%
JWA
1418
JFS Wealth Advisors
Pennsylvania
$200K – – –
LA
1419
LVW Advisors
New York
$200K +$196K +1,910 New
PMFA
1420
Plante Moran Financial Advisors
Michigan
$186K +$16.2K +158 +10%
GWS
1421
Glassman Wealth Services
Virginia
$183K -$1.21M -11,800 -87%
TIM
1422
Tortoise Investment Management
New York
$177K -$10.3K -100 -6%
NCM
1423
Nelson Capital Management
California
$174K – – –
ACS
1424
Archford Capital Strategies
Illinois
$170K +$64.3K +626 +63%
WG
1425
Welch Group
Alabama
$169K +$925 +9 +0.6%
55 56
57
58 59