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Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1301
Plante Moran Financial Advisors
Michigan
$170K +$14K +140 +10%
KTC
1302
Kistler-Tiffany Companies
Pennsylvania
$169K +$12.5K +125 +9%
RBC
1303
Roble Belko & Company
Pennsylvania
$168K – – –
CWC
1304
Carolinas Wealth Consulting
North Carolina
$154K -$39.5K -395 -22%
C
1305
Covestor
United Kingdom
$151K +$6K +60 +5%
SSG
1306
Summit Securities Group
New York
$150K -$65.5K -655 -33%
CWM
1307
Cedar Wealth Management
California
$149K +$1K +10 +0.8%
BEI
1308
Benjamin Edwards Inc
Missouri
$148K +$2.5K +25 +2%
LS
1309
Livforsakringsbolaget Skandia
Sweden
$144K – – –
FFA
1310
Farther Finance Advisors
California
$143K +$3K +30 +2%
IUHSA
1311
Itau Unibanco Holding S.A.
Brazil
$139K -$131K -1,315 -51%
EWM
1312
Endurance Wealth Management
Rhode Island
$139K – – –
ODG
1313
O'Dell Group
Ohio
$133K +$118K +1,185 New
USB
1314
Union Savings Bank
Connecticut
$131K +$112K +1,125 New
POIA
1315
Pin Oak Investment Advisors
Texas
$129K – – –
GWS
1316
Glassman Wealth Services
Virginia
$128K +$3K +30 +3%
TCWA
1317
Ten Capital Wealth Advisors
Washington
$126K +$5K +50 +5%
FPFS
1318
First Personal Financial Services
North Carolina
$121K – – –
JFGIW
1319
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$120K – – –
GIA
1320
GHP Investment Advisors
Colorado
$117K – – –
WP
1321
WealthPLAN Partners
Nebraska
$115K – – –
PTC
1322
Private Trust Company
Ohio
$106K +$26K +260 +38%
TCOV
1323
Trust Company of Vermont
Vermont
$98.3K – – –
ECM
1324
EMC Capital Management
Texas
$98K +$4.36M +43,565 +758%
WIM
1325
Westside Investment Management
California
$95.7K – – –
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