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Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
1501
West Branch Capital
Massachusetts
$1.13M +$1.27M +7,078 New
HWA
1502
Heritage Wealth Advisors
Virginia
$1.13M -$257K -1,429 -17%
PCG
1503
Private Capital Group
Connecticut
$1.12M +$1.1M +6,107 +661%
SFG
1504
SNS Financial Group
Minnesota
$1.12M -$7.14M -39,777 -85%
LCM
1505
Lee Capital Management
New York
$1.12M -$2.96M -16,500 -70%
AFS
1506
Amtrust Financial Services
New York
$1.12M -$1.08M -6,000 -46%
SWM
1507
Segment Wealth Management
Texas
$1.12M -$207K -1,154 -14%
CWP
1508
Capital Wealth Planning
Florida
$1.12M +$1.26M +7,000 New
MFP
1509
Michael F. Price
$1.12M +$1.26M +7,000 New
VC
1510
Vicus Capital
Pennsylvania
$1.11M -$46K -256 -4%
PT
1511
Plimoth Trust
Massachusetts
$1.11M +$480K +2,675 +63%
SFG
1512
SevenBridge Financial Group
Pennsylvania
$1.11M -$117K -651 -9%
DACG
1513
Donor Advised Charitable Giving
California
$1.1M – – –
EA
1514
Emerald Advisers
Pennsylvania
$1.09M -$410K -2,286 -25%
CSIC
1515
Clifford Swan Investment Counsel
California
$1.09M -$43.8K -244 -3%
MWM
1516
Merriman Wealth Management
Washington
$1.07M -$82.2K -458 -6%
TIA
1517
Trust Investment Advisors
Indiana
$1.07M -$49K -273 -4%
SIM
1518
SSI Investment Management
California
$1.07M -$18.9K -105 -2%
GCA
1519
Gradient Capital Advisors
California
$1.07M +$38.6K +215 +3%
AIM
1520
Aspen Investment Management
Michigan
$1.07M -$37.7K -210 -3%
SWP
1521
Strategic Wealth Partners
Ohio
$1.07M +$102K +569 +9%
BRF
1522
B. Riley Financial
California
$1.07M -$741K -4,125 -38%
CCM
1523
Canal Capital Management
Virginia
$1.07M -$362K -2,018 -23%
QSS
1524
Quantitative Systematic Strategies
Florida
$1.06M +$300K +1,669 +34%
DA
1525
DSC Advisors
Illinois
$1.06M +$232K +1,293 +24%
59 60
61
62 63