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Name Holding Trade Value Shares
Change 		Change in
Stake
FAN
2101
Financial Advisors Network
California
$767K -$20.5K -280 -3%
FBT
2102
First Bank & Trust
South Dakota
$765K +$657 +9 +0.1%
CW
2103
Cobiz Wealth
Colorado
$764K -$24.2K -331 -3%
KI
2104
Koch Industries
Kansas
$764K +$140K +1,916 +23%
IA
2105
Independence Advisors
Pennsylvania
$763K – – –
PBO
2106
Peoples Bank (Ohio)
Ohio
$761K -$36.5K -500 -5%
MLFP
2107
MPS Loria Financial Planners
Illinois
$761K -$4.16K -57 -0.6%
CFP
2108
Cornerstone Financial Partners
North Carolina
$757K +$70.8K +969 +11%
RSA
2109
Robertson Stephens Advisors
California
$756K -$74K -1,013 -9%
CG
2110
Corundum Group
Colorado
$753K +$71.3K +976 +11%
SRSA
2111
S.R. Schill & Associates
Washington
$752K -$185K -2,528 -20%
BA
2112
BKS Advisors
Michigan
$752K -$3K -41 -0.4%
NFC
2113
Northeast Financial Consultants
Connecticut
$752K – – –
GKWIM
2114
Gerber Kawasaki Wealth & Investment Management
California
$749K -$661K -9,043 -48%
CFA
2115
Camarda Financial Advisors
Florida
$749K -$52.6K -720 -7%
MBA
2116
McQueen Ball & Associates
Pennsylvania
$749K +$63.8K +874 +10%
SCM
2117
Southport Capital Management
Tennessee
$747K +$48.2K +660 +7%
GCIA
2118
Gabelli & Co Investment Advisers
New York
$745K – – –
MUS
2119
Mitsubishi UFJ Securities
Japan
$743K – – –
HCM
2120
Hilton Capital Management
New York
$733K +$427K +5,848 +146%
CIAS
2121
Capital Investment Advisory Services
North Carolina
$725K -$14.1K -193 -2%
AIM
2122
Arcadia Investment Management
Michigan
$723K +$37.8K +517 +6%
PMG
2123
Private Management Group
California
$721K -$38.1K -521 -5%
FA
2124
FMA Advisory
Pennsylvania
$721K -$13.4K -184 -2%
SIAS
2125
Shine Investment Advisory Services
Colorado
$721K +$19.1K +261 +3%
83 84
85
86 87