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Name Holding Trade Value Shares
Change 		Change in
Stake
EHWM
1251
Eads & Heald Wealth Management
Georgia
$562K -$33.6K -451 -5%
I
1252
InceptionR
California
$561K +$600K +8,048 New
BFA
1253
Beacon Financial Advisory
Ohio
$561K +$25.9K +348 +5%
PI
1254
PFG Investments
New York
$560K -$39.3K -527 -6%
C
1255
Certuity
Florida
$556K +$85.6K +1,148 +17%
SSW
1256
Smith Shellnut Wilson
Mississippi
$556K – – –
PIFP
1257
Partners in Financial Planning
Virginia
$556K – – –
RCAG
1258
Rehmann Capital Advisory Group
Michigan
$554K -$135K -1,809 -19%
OIA
1259
Optimum Investment Advisors
Illinois
$553K -$969 -13 -0.2%
IWC
1260
Integrated Wealth Concepts
Massachusetts
$553K -$722K -9,692 -55%
VCM
1261
Voleon Capital Management
California
$552K -$5.48M -73,562 -90%
BA
1262
Bridgewater Advisors
New York
$552K -$133K -1,791 -17%
SC
1263
Sapient Capital
Indiana
$550K -$341K -4,576 -37%
FIA
1264
FNY Investment Advisers
New York
$550K +$450K +6,043 +327%
FWTB
1265
First Western Trust Bank
Colorado
$549K -$41K -550 -7%
MFF
1266
Michels Family Financial
Texas
$548K +$586K +7,857 New
PL
1267
Plancorp LLC
Missouri
$544K -$5.51K -74 -0.9%
JMFC
1268
J.M. Forbes & Co
Massachusetts
$541K – – –
HCM
1269
Howland Capital Management
Massachusetts
$541K +$25.6K +344 +5%
LBC
1270
Lowe Brockenbrough & Co
Virginia
$540K -$13.1K -176 -2%
IFU
1271
iSAM Funds (UK)
United Kingdom
$537K +$574K +7,707 New
1WM
1272
1900 Wealth Management
Texas
$530K +$745 +10 +0.1%
FNT
1273
First National Trust
Pennsylvania
$530K -$745 -10 -0.1%
EF
1274
Exeter Financial
Arizona
$529K +$109K +1,469 +24%
HCM
1275
Howard Capital Management
Georgia
$529K +$17.9K +240 +3%
49 50
51
52 53