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Name Holding Trade Value Shares
Change 		Change in
Stake
NAMNJ
651
NorthStar Asset Management (New Jersey)
New Jersey
$777K +$742K +11,068 New
MIM
652
Meixler Investment Management
Arizona
$775K -$236K -3,516 -24%
SWM
653
Segment Wealth Management
Texas
$768K -$20.1K -300 -3%
LC
654
Lavaca Capital
Texas
$765K – – –
BJL
655
Brighton Jones LLC
Washington
$757K +$29.1K +434 +4%
PWM
656
Perigon Wealth Management
California
$754K -$373K -5,560 -34%
CI
657
Conning Inc
Connecticut
$748K +$3.69K +55 +0.5%
SWM
658
Stockman Wealth Management
Montana
$744K -$93.8K -1,400 -12%
CWM
659
Connecticut Wealth Management
Connecticut
$740K -$12.8K -191 -2%
NB
660
NBT Bank
New York
$737K – – –
EGM
661
Engineers Gate Manager
New York
$736K -$2.42M -36,164 -78%
SPC
662
Sigma Planning Corp
Michigan
$736K -$478K -7,134 -41%
VCS
663
Vaughan & Co Securities
New Jersey
$727K -$657K -9,804 -49%
JWCA
664
J.W. Cole Advisors
Florida
$722K +$95.8K +1,430 +16%
SFA
665
Sequoia Financial Advisors
Ohio
$720K +$320K +4,777 +87%
KA
666
Kovack Advisors
Florida
$713K +$15.5K +231 +2%
FWCM
667
Ferguson Wellman Capital Management
Oregon
$712K +$71.6K +1,068 +12%
VSQM
668
V-Square Quantitative Management
Illinois
$708K +$269K +4,008 +66%
CFG
669
Cooper Financial Group
California
$707K +$13.9K +208 +2%
WAP
670
Wealthcare Advisory Partners
Pennsylvania
$707K +$353K +5,263 +109%
EF
671
Empirical Finance
Pennsylvania
$706K +$43.4K +648 +7%
SCM
672
Sage Capital Management
New Jersey
$705K +$673K +10,038 New
AIA
673
Arbor Investment Advisors
North Carolina
$702K – – –
DWA
674
Douglass Winthrop Advisors
New York
$702K – – –
BB
675
Busey Bank
Illinois
$702K -$34.2K -510 -5%
25 26
27
28 29