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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1601
Hartford Financial Management
Connecticut
$652K +$21.4K +1,600 +3%
SCI
1602
Stableford Capital II
Arizona
$650K +$666K +49,760 New
SWP
1603
Strategic Wealth Partners
Ohio
$649K +$137K +10,200 +26%
MYIA
1604
Mount Yale Investment Advisors
Colorado
$648K -$120K -8,960 -15%
WP
1605
WealthShield Partners
North Carolina
$643K +$132K +9,840 +25%
WA
1606
Wealth Alliance
New York
$642K -$67.5K -5,040 -9%
PL
1607
Plancorp LLC
Missouri
$642K +$36.4K +2,720 +6%
SC
1608
Saturna Capital
Washington
$640K -$26.8K -2,000 -4%
JWM
1609
JGP Wealth Management
Oregon
$639K +$13.9K +1,040 +2%
SCM
1610
Spreng Capital Management
Ohio
$636K -$5.36K -400 -0.8%
TF
1611
TimeScale Financial
Massachusetts
$634K +$15K +1,120 +2%
BAM
1612
Blueshift Asset Management
New Jersey
$633K -$396K -29,600 -38%
FIA
1613
FNY Investment Advisers
New York
$631K +$647K +48,360 New
OPWM
1614
Oakwell Private Wealth Management
Texas
$630K +$646K +48,240 New
PIM
1615
Penobscot Investment Management
Massachusetts
$629K -$5.36K -400 -0.8%
T
1616
TRUADVICE
Florida
$629K +$188K +14,040 +40%
CHAM
1617
Clear Harbor Asset Management
Connecticut
$628K -$50.9K -3,800 -7%
LC
1618
Lavaca Capital
Texas
$627K -$16.1K -1,200 -2%
NJBEST
1619
New Jersey Better Educational Savings Trust
New Jersey
$627K – – –
CHC
1620
City Holding Co
West Virginia
$627K +$40.2K +3,000 +7%
GSEP
1621
Golden State Equity Partners
California
$626K +$643K +48,000 New
KC
1622
Knuff & Co
California
$620K – – –
DCM
1623
Delta Capital Management
New Jersey
$619K -$10.7K -800 -2%
LF
1624
LifeSteps Financial
California
$618K -$10.7K -800 -2%
PCS
1625
Personal CFO Solutions
New Jersey
$618K +$53.6K +4,000 +9%
63 64
65
66 67