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Name Holding Trade Value Shares
Change 		Change in
Stake
OWD
776
Osborn Williams & Donohoe
Ohio
$946K +$503K +119,600 +122%
HSA
777
HBK Sorce Advisory
Pennsylvania
$945K +$58.2K +13,840 +7%
EHWM
778
Eads & Heald Wealth Management
Georgia
$940K +$4.04K +960 +0.4%
H
779
HoyleCohen
California
$939K +$12.6K +3,000 +1%
BCM
780
Bluefin Capital Management
New York
$937K -$696K -165,400 -43%
PWSG
781
Pacific Wealth Strategies Group
California
$934K +$60.6K +14,400 +7%
GLA
782
Good Life Advisors
Pennsylvania
$931K -$18.7K -4,440 -2%
TC
783
Telemus Capital
Michigan
$917K -$337 -80 -0%
GPA
784
Garrison Point Advisors
California
$903K -$25.4K -6,040 -3%
PWAG
785
Polaris Wealth Advisory Group
California
$903K +$666K +158,280 +314%
TW
786
TrinityPoint Wealth
Connecticut
$900K -$225K -53,400 -24%
WP
787
WealthSource Partners
California
$898K -$19.7K -4,680 -2%
RIA
788
Regal Investment Advisors
Michigan
$896K +$105K +24,880 +14%
FAIM
789
Financial Advocates Investment Management
Washington
$894K -$26.9K -6,400 -3%
PW
790
Peninsula Wealth
California
$887K +$673 +160 +0.1%
RBFC
791
Roman Butler Fullerton & Co
Missouri
$882K +$174K +41,440 +26%
EBT
792
Enterprise Bank & Trust
Massachusetts
$878K +$46.1K +10,960 +6%
AIMCA
793
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$870K +$841K +200,000 New
KFA
794
Krane Funds Advisors
New York
$869K -$430K -102,240 -34%
TA
795
Thor Advisors
New York
$859K +$831K +197,480 New
CCA
796
Checchi Capital Advisers
California
$858K -$21.2K -5,040 -2%
TAM
797
Tradition Asset Management
Virginia
$853K -$413K -98,200 -33%
SH
798
Svenska Handelsbanken
Sweden
$853K – – –
DWM
799
Destination Wealth Management
California
$845K -$22.7K -5,400 -3%
BB
800
Busey Bank
Illinois
$843K +$814K +193,560 New
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