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Name Holding Trade Value Shares
Change 		Change in
Stake
CPH
801
C Partners Holding
Switzerland
$257K +$257K +13,370 New
FCCM
802
First City Capital Management
Georgia
$256K – – –
NP
803
NorthRock Partners
Minnesota
$256K – – –
CCM
804
Coldstream Capital Management
Washington
$255K -$963 -50 -0.4%
CPA
805
Clear Perspective Advisors
Illinois
$255K +$19.3K +1,000 +8%
AFNAS
806
American Financial Network Advisory Services
California
$253K +$21.4K +1,110 +9%
FFA
807
Fragasso Financial Advisors
Pennsylvania
$252K – – –
AA
808
Ancora Advisors
Ohio
$251K – – –
MC
809
Miles Capital
Iowa
$250K +$4.24K +220 +2%
GC
810
Gratus Capital
Georgia
$249K – – –
PFS
811
Prospera Financial Services
Texas
$249K +$246K +12,760 New
MCM
812
Maryland Capital Management
Maryland
$249K +$249K +12,950 New
BW
813
Bison Wealth
Georgia
$248K – – –
IP
814
Intellectus Partners
California
$248K – – –
CIC
815
Carnegie Investment Counsel
Ohio
$248K +$180K +9,360 New
HPWM
816
Highland Private Wealth Management
Washington
$246K +$23.5K +1,220 +11%
CPSAC
817
Chas P. Smith & Associates (CPS)
Florida
$242K +$242K +12,590 New
SBWIC
818
Schaper Benz & Wise Investment Counsel
Wisconsin
$240K +$19.3K +1,000 +9%
SHCM
819
Stokes & Hubbell Capital Management
Louisiana
$239K – – –
BBI
820
Baxter Bros Inc
Connecticut
$238K – – –
HWA
821
Heritage Wealth Advisors
Virginia
$236K – – –
CRC
822
Curi RMB Capital
Illinois
$236K +$236K +12,270 New
FSA
823
Financial Sense Advisors
California
$234K -$203K -10,540 -46%
AA
824
Altman Advisors
Illinois
$233K +$234K +12,140 New
NA
825
NewEdge Advisors
Louisiana
$230K +$12.9K +670 +7%
31 32
33
34 35