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Name Holding Trade Value Shares
Change 		Change in
Stake
MIP
676
Marietta Investment Partners
Wisconsin
$255K – – –
ASN
677
Advisory Services Network
Georgia
$253K -$52.6K -781 -17%
MCM
678
MAI Capital Management
Ohio
$252K +$1.69K +25 +0.7%
CA
679
Calton & Associates
Florida
$252K +$246K +3,656 New
ECM
680
ETrade Capital Management
Virginia
$250K -$104K -1,543 -30%
FG
681
Fiduciary Group
Georgia
$249K +$243K +3,612 New
SVWAG
682
Sound View Wealth Advisors Group
Georgia
$249K +$244K +3,613 New
FM
683
Family Management
New York
$249K +$244K +3,623 New
LNC
684
Lincoln National Corp
Pennsylvania
$248K +$5.26K +78 +2%
OCM
685
One Capital Management
California
$247K -$52.2K -775 -18%
RIA
686
Regal Investment Advisors
Michigan
$247K +$242K +3,586 New
RMDI
687
R.M. Davis Inc
Maine
$247K +$242K +3,587 New
WA
688
WealthTrust Axiom
Pennsylvania
$246K -$108K -1,600 -31%
RWM
689
Rench Wealth Management
Texas
$246K +$3.03K +45 +1%
EWM
690
Empirical Wealth Management
Washington
$245K -$35K -519 -13%
HPC
691
Hobart Private Capital
North Carolina
$243K +$27.8K +412 +13%
RIM
692
Rampart Investment Management
Connecticut
$243K -$12.8K -190 -5%
HH
693
Hilltop Holdings
Texas
$242K -$38.4K -570 -14%
WAM
694
Weatherly Asset Management
California
$242K +$3.84K +57 +2%
ECM
695
Evergreen Capital Management
Washington
$241K -$26.5K -393 -10%
CP
696
Covenant Partners
Tennessee
$240K – – –
TC
697
Telemus Capital
Michigan
$239K -$33.2K -492 -12%
EFS
698
Essex Financial Services
Connecticut
$236K +$6.47K +96 +3%
JSL
699
JT Stratford LLC
Georgia
$236K +$232K +3,437 New
SW
700
SVB Wealth
Massachusetts
$235K -$14.4K -213 -6%
26 27
28
29 30