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Name Holding Trade Value Shares
Change 		Change in
Stake
LHP
5326
Lexington Hill Partners
Texas
$522K +$521K +2,800 New
RS
5327
Retirement Solution
Washington
$522K +$155K +834 +42%
MWP
5328
MYCIO Wealth Partners
Pennsylvania
$521K +$13.8K +74 +3%
GCWM
5329
Graham Capital Wealth Management
District of Columbia
$521K +$1.12K +6 +0.2%
DF
5330
DecisionPoint Financial
Arizona
$521K -$110K -591 -17%
CAM
5331
Campion Asset Management
Virginia
$520K – – –
HFA
5332
Hershey Financial Advisers
Pennsylvania
$519K +$103K +554 +25%
CFA
5333
Churchill Financial Advisors
Kentucky
$518K +$517K +2,776 New
TFS
5334
Targeted Financial Services
Florida
$517K +$516K +2,770 New
VIP
5335
Value Investment Professionals
New York
$516K +$515K +2,766 New
SPWM
5336
Straight Path Wealth Management
Michigan
$515K -$5.07M -27,237 -91%
CC
5337
Climber Capital
Switzerland
$515K +$515K +2,766 New
KCM
5338
Key Capital Management
Tennessee
$514K +$513K +2,758 New
9C
5339
9823 Capital
Texas
$513K +$512K +2,749 New
VFP
5340
Verus Financial Partners
Virginia
$509K +$24.9K +134 +5%
BAM
5341
BTS Asset Management
Massachusetts
$508K -$11K -59 -2%
HWA
5342
Hillcrest Wealth Advisors
New Jersey
$508K – – –
AA
5343
Advisory Advocates
Michigan
$507K +$506K +2,720 New
DWM
5344
DeLarme Wealth Management
California
$507K +$506K +2,720 New
LFG
5345
Lockerman Financial Group
California
$506K -$1.89M -10,180 -79%
I2I
5346
Insight 2811 Inc
Illinois
$506K -$41.7K -224 -8%
FFIC
5347
First Fiduciary Investment Counsel
Ohio
$506K +$27.9K +150 +6%
HCP
5348
Hardin Capital Partners
South Carolina
$506K +$505K +2,712 New
WCM
5349
Windsor Capital Management
Arizona
$505K -$47.7K -256 -9%
AFG
5350
Artesa Financial Group
Texas
$504K +$503K +2,701 New
212 213
214
215 216