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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
976
Telemus Capital
Michigan
$736K +$53K +465 +8%
HWAM
977
Hennion & Walsh Asset Management
New Jersey
$734K -$981K -8,595 -57%
PWPS
978
Pinnacle Wealth Planning Services
Ohio
$731K +$23.4K +205 +3%
CCM
979
CAAS Capital Management
New York
$727K +$742K +6,500 New
YIH
980
Y-Intercept (HK)
Hong Kong
$726K +$740K +6,490 New
SIC
981
Sterling Investment Counsel
New York
$725K +$47.3K +415 +7%
CIM
982
CIM Investment Management
Pennsylvania
$720K -$1.1M -9,675 -60%
1WA
983
180 Wealth Advisors
Washington
$720K -$10.8K -95 -1%
VEA
984
Virtus ETF Advisers
New York
$718K +$732K +6,420 New
IIM
985
Intact Investment Management
Quebec, Canada
$715K – – –
BC
986
Burney Company
Virginia
$715K +$730K +6,395 New
PSP
987
Principal Street Partners
Tennessee
$714K -$34.8K -305 -5%
MFA
988
Mayflower Financial Advisors
Massachusetts
$710K +$10.3K +90 +1%
EWA
989
EP Wealth Advisors
California
$703K -$1.85M -16,245 -72%
SF
990
Summit Financial
New Jersey
$703K +$58.2K +510 +9%
GCC
991
Guardian Capital (Canada)
Ontario, Canada
$701K +$189K +1,655 +36%
PWA
992
Physician Wealth Advisors
Utah
$698K – – –
AIM
993
Anchor Investment Management
South Carolina
$697K -$245K -2,145 -26%
SAI
994
Systematic Alpha Investments
New Jersey
$697K – – –
BAAM
995
Baker Avenue Asset Management
California
$695K +$74.7K +655 +12%
CAMG
996
CWA Asset Management Group
Florida
$694K +$89.6K +785 +14%
NIG
997
NFJ Investment Group
Texas
$690K -$2.34M -20,485 -77%
ARG
998
Advisory Resource Group
Oklahoma
$688K +$33.7K +295 +5%
IB
999
Intrust Bank
Kansas
$684K -$15.4K -135 -2%
SC
1000
Savant Capital
Illinois
$678K +$85K +745 +14%
38 39
40
41 42