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Name Holding Trade Value Shares
Change 		Change in
Stake
NRS
576
Neville Rodie & Shaw
New York
$410K – – –
BHCM
577
Boulder Hill Capital Management
New York
$410K +$476K +8,000 New
FFA
578
Founders Financial Alliance
North Carolina
$409K – – –
PFS
579
Prospera Financial Services
Texas
$409K +$205K +3,449 +76%
ABLA
580
Alan B. Lancz & Associates
Ohio
$408K – – –
CWM
581
C2C Wealth Management
Arizona
$405K – – –
DI
582
Disciplined Investments
Oklahoma
$401K +$45K +757 +11%
GT
583
Greenleaf Trust
Michigan
$401K +$104K +1,756 +29%
GCP
584
GSA Capital Partners
United Kingdom
$401K +$466K +7,833 New
CI
585
Conning Inc
Connecticut
$400K -$41.4K -696 -8%
PI
586
PGGM Investments
Netherlands
$400K +$464K +7,799 New
CWM
587
CIBC World Markets
New York
$399K -$1.39M -23,398 -75%
MCM
588
Monarch Capital Management
Indiana
$399K +$220K +3,700 +91%
FFN
589
Focus Financial Network
Minnesota
$397K -$1.61K -27 -0.3%
CFG
590
Cooper Financial Group
California
$397K +$43.3K +728 +10%
VAS
591
Vestmark Advisory Solutions
Massachusetts
$395K -$87.8K -1,477 -16%
VCM
592
Virtue Capital Management
Tennessee
$394K +$297 +5 +0.1%
EFS
593
Essex Financial Services
Connecticut
$394K +$41.9K +705 +10%
WAAG
594
Wealth Alliance Advisory Group
Kansas
$393K +$6.6K +111 +1%
MWC
595
MBM Wealth Consultants
Missouri
$390K -$58.6K -986 -12%
SF
596
Synovus Financial
Georgia
$389K +$454K +7,641 New
CT
597
Cambridge Trust
Massachusetts
$385K -$95K -1,597 -18%
SMF
598
Sterling Manor Financial
New York
$384K -$17.8K -300 -4%
PCM
599
Pointe Capital Management
Michigan
$383K – – –
WMA
600
Wealth Management Associates
New Jersey
$379K – – –
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