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Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
1051
Next Financial Group
Texas
$2.04M +$512K +3,685 +32%
AG
1052
Algert Global
California
$2.04M -$594K -4,274 -22%
PFG
1053
PAX Financial Group
Texas
$2.04M +$452K +3,252 +27%
AI
1054
AdvisorShares Investments
Maryland
$2.03M +$168K +1,206 +9%
LNC
1055
Lincoln National Corp
Pennsylvania
$2.02M +$380K +2,731 +22%
DT
1056
Diversified Trust
Tennessee
$2.01M +$84.1K +605 +4%
PBT
1057
Pictet Bank & Trust
Bahamas
$2.01M +$417K +3,000 +25%
CAM
1058
Carret Asset Management
New York
$2.01M – – –
PA
1059
Pinnacle Associates
New York
$2M -$33.1K -238 -2%
FWM
1060
Fairhaven Wealth Management
Illinois
$2M +$468K +3,363 +29%
BS
1061
Boenning & Scattergood
Pennsylvania
$2M +$76.2K +548 +4%
ANTB
1062
AMG National Trust Bank
Colorado
$2M -$231K -1,665 -10%
GFA
1063
Gifford Fong Associates
California
$1.99M – – –
JSC
1064
Jackson Square Capital
California
$1.99M +$168K +1,212 +9%
GWSG
1065
GPS Wealth Strategies Group
Colorado
$1.98M +$38K +273 +2%
OFG
1066
Oxford Financial Group
Indiana
$1.98M -$23.9K -172 -1%
PGWM
1067
Parisi Gray Wealth Management
New Jersey
$1.97M +$11.7K +84 +0.6%
SBIA
1068
Sheaff Brock Investment Advisors
Indiana
$1.97M +$147K +1,055 +8%
WAP
1069
Wealthcare Advisory Partners
Pennsylvania
$1.96M +$38.2K +275 +2%
DPIM
1070
Duff & Phelps Investment Management
Illinois
$1.96M -$27.8K -200 -1%
CI
1071
CX Institutional
Indiana
$1.96M +$831K +5,976 +68%
MSS
1072
Mitchell Sinkler & Starr
Pennsylvania
$1.95M -$367K -2,643 -15%
DJSG
1073
D.J. St. Germain
Massachusetts
$1.95M +$2.08K +15 +0.1%
DP
1074
Dearborn Partners
Illinois
$1.95M -$174K -1,250 -8%
AHC
1075
Adell Harriman & Carpenter
Texas
$1.94M -$1.39K -10 -0.1%
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