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Name Holding Trade Value Shares
Change 		Change in
Stake
PO
1026
Private Ocean
California
$103K – – –
ASN
1027
Advisory Services Network
Georgia
$102K +$4.78K +100 +5%
SSG
1028
Summit Securities Group
New York
$100K -$2.01M -42,000 -95%
PIA
1029
Peachtree Investment Advisors
Georgia
$100K -$1.53K -32 -2%
HCM
1030
Highlander Capital Management
New Jersey
$100K – – –
PR
1031
Payden & Rygel
California
$100K – – –
WCM
1032
Wealthcare Capital Management
Virginia
$99K +$81K +1,694 +605%
SNT
1033
Security National Trust
West Virginia
$97K +$83.2K +1,740 +926%
ARMT
1034
Amica Retiree Medical Trust
Rhode Island
$92K – – –
DBT
1035
Dubuque Bank & Trust
Iowa
$91K – – –
RAM
1036
Riggs Asset Management
Pennsylvania
$91K – – –
DAM
1037
Delta Asset Management
Tennessee
$83K – – –
KPCM
1038
Kings Point Capital Management
New York
$82K -$10.5K -220 -12%
CWM
1039
Catamount Wealth Management
Connecticut
$80K +$76.5K +1,600 New
NCM
1040
Nelson Capital Management
California
$76K – – –
PSI
1041
Pinnacle Summer Investments
Virginia
$72K -$5.74K -120 -8%
BC
1042
Blackhill Capital
New Jersey
$70K – – –
PCTC
1043
Perkins Coie Trust Company
Washington
$67K +$47.8K +1,000 +292%
GWM
1044
Gupta Wealth Management
California
$67K +$64.3K +1,344 New
FANJ
1045
Financial Architects (New Jersey)
New Jersey
$66K +$4.11K +86 +7%
BL
1046
Balentine LLC
Georgia
$66K +$62.4K +1,306 New
TC
1047
Trust Company
Kansas
$64K +$61.2K +1,280 New
HCM
1048
Horrell Capital Management
Arkansas
$60K – – –
TRCT
1049
Tower Research Capital (TRC)
New York
$57K +$34.8K +728 +182%
KA
1050
Klingman & Associates
New York
$55K – – –
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