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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1051
Hartford Financial Management
Connecticut
$331K +$112 +2 +0%
BFG
1052
Beacon Financial Group
Texas
$330K +$5.61K +100 +2%
ASN
1053
Advisory Services Network
Georgia
$329K -$382K -6,809 -52%
CT
1054
Cambridge Trust
Massachusetts
$328K -$45.5K -810 -11%
WF
1055
Welch & Forbes
Massachusetts
$327K -$36.1K -644 -9%
WPA
1056
West Paces Advisors
Georgia
$325K -$3.65K -65 -1%
AFG
1057
Albion Financial Group
Utah
$325K +$352K +6,272 New
LCM
1058
Leisure Capital Management
California
$324K – – –
GFPC
1059
Global Financial Private Capital
Florida
$324K +$350K +6,242 New
CT
1060
Chicago Trust
Illinois
$320K -$4.21K -75 -1%
PCA
1061
Personal Capital Advisors
California
$314K -$4.27M -76,013 -93%
SBSB
1062
Sullivan, Bruyette, Speros & Blaney
Virginia
$314K – – –
UAS
1063
United Asset Strategies
New York
$313K +$339K +6,033 New
ACP
1064
Aveo Capital Partners
Colorado
$312K – – –
PP
1065
Palladium Partners
Virginia
$306K – – –
PHS
1066
Pekin Hardy Strauss
Illinois
$304K -$10.1K -180 -3%
FBA
1067
Front Barnett Associates
Illinois
$304K – – –
DPI
1068
Diversified Portfolios Inc
Michigan
$303K -$202K -3,590 -38%
MWM
1069
Mission Wealth Management
California
$303K -$118K -2,097 -26%
DIA
1070
Davidson Investment Advisors
Montana
$302K – – –
WPW
1071
Waldron Private Wealth
Pennsylvania
$300K +$96K +1,710 +42%
ATC
1072
Adirondack Trust Company
New York
$299K – – –
SC
1073
Savant Capital
Illinois
$294K +$22.5K +400 +8%
AA
1074
Apriem Advisors
California
$293K +$37.1K +661 +13%
FANJ
1075
Financial Architects (New Jersey)
New Jersey
$292K +$23.1K +412 +8%
41 42
43
44 45