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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
601
HCR Wealth Advisors
California
$684K +$80.9K +4,200 +13%
FIM
602
Frontier Investment Management
Texas
$683K +$130K +6,730 +23%
FWM
603
Frontier Wealth Management
Missouri
$681K -$89.5K -4,650 -12%
NFG
604
Next Financial Group
Texas
$680K -$12.9K -670 -2%
CCA
605
Checchi Capital Advisers
California
$679K +$119K +6,200 +21%
NCM
606
Neumann Capital Management
California
$675K -$307K -15,930 -31%
GIA
607
Guyasuta Investment Advisors
Pennsylvania
$672K – – –
LWAC
608
Laurel Wealth Advisors (California)
California
$669K -$1.16K -60 -0.2%
TWM
609
Torch Wealth Management
Ohio
$668K -$57.8K -3,000 -8%
DAS
610
Dynamic Advisor Solutions
Arizona
$662K +$72.8K +3,780 +12%
MRCM
611
M&R Capital Management
New Jersey
$659K +$26K +1,350 +4%
AAM
612
Advisors Asset Management
Colorado
$658K -$63.5K -3,300 -9%
NPF
613
Norris Perne & French
Michigan
$657K -$48.1K -2,500 -7%
QAM
614
Quantres Asset Management
Cayman Islands
$653K +$655K +34,000 New
EDRH
615
Edmond de Rothschild Holding
Switzerland
$652K -$110K -5,730 -14%
BC
616
Brinker Capital
Pennsylvania
$650K -$720K -37,380 -52%
GP
617
Girard Partners
Pennsylvania
$650K -$38.9K -2,020 -6%
BCA
618
Benchmark Capital Advisors
New York
$648K -$4.43K -230 -0.7%
KB
619
Kimelman & Baird
New York
$648K – – –
FB
620
Fulton Bank
Pennsylvania
$642K +$3.66K +190 +0.6%
CC
621
Cedar Capital
Illinois
$635K +$180K +9,350 +39%
WEC
622
Winslow Evans & Crocker
Massachusetts
$633K -$183K -9,500 -22%
FBC
623
Fairfield, Bush & Co
Connecticut
$633K – – –
IWM
624
IHT Wealth Management
Illinois
$633K +$204K +10,570 +55%
CCM
625
Canal Capital Management
Virginia
$628K -$33.1K -1,720 -5%
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