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Name Holding Trade Value Shares
Change 		Change in
Stake
FPGK
1151
Financial Partners Group (Kansas)
Kansas
$290K -$262K -7,250 -48%
SFG
1152
Summit Financial Group
West Virginia
$290K -$32.5K -900 -10%
CCMW
1153
Cypress Capital Management (Wyoming)
Wyoming
$290K – – –
WIA
1154
Wealthstreet Investment Advisors
Texas
$290K +$15.9K +440 +6%
RC
1155
RegentAtlantic Capital
New Jersey
$289K -$9.02K -250 -3%
B
1156
Bailard
California
$289K +$36.1K +1,000 +15%
WP
1157
WMS Partners
Maryland
$288K -$76.8K -2,130 -21%
BAAM
1158
Baker Avenue Asset Management
California
$287K +$9.02K +250 +3%
CBOA
1159
Commonwealth Bank of Australia
Australia
$287K +$13K +360 +5%
BCM
1160
BTC Capital Management
Iowa
$286K -$3.97K -110 -1%
PCP
1161
Proficio Capital Partners
Massachusetts
$285K -$17.7K -490 -6%
9WM
1162
9258 Wealth Management
Ohio
$284K +$279K +7,740 New
MSAM
1163
Moloney Securities Asset Management
Missouri
$283K +$278K +7,700 New
WA
1164
Wealth Architects
California
$282K -$2.17K -60 -0.8%
JFGIW
1165
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$281K – – –
JAFL
1166
Jay A. Fishman Ltd
Michigan
$281K – – –
LJAC
1167
L.J. Altfest & Co
New York
$280K -$6.13K -170 -2%
TCM
1168
Tufton Capital Management
Maryland
$280K – – –
FPCG
1169
Fort Pitt Capital Group
Pennsylvania
$279K -$1.44K -40 -0.5%
WA
1170
WealthTrust Axiom
Pennsylvania
$279K – – –
ISL
1171
Ingalls & Snyder LLC
New York
$277K -$18.4K -510 -6%
VBFG
1172
Vishria Bird Financial Group
Tennessee
$277K +$3.97K +110 +1%
BBA
1173
Braun-Bostich & Associates
Pennsylvania
$276K +$68.5K +1,900 +34%
EP
1174
Edgestream Partners
New Jersey
$275K -$722K -20,010 -73%
EAM
1175
Evanson Asset Management
California
$275K -$39.7K -1,100 -13%
45 46
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