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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1051
Kurt F. Somerville
$609K -$1.93M -29,660 -74%
BFEC
1052
Benjamin F. Edwards & Company
Missouri
$608K +$14.4K +221 +2%
TC
1053
Telemus Capital
Michigan
$607K +$250K +3,843 +59%
WA
1054
Wealth Alliance
New York
$607K +$48.1K +738 +8%
JPWM
1055
Jamison Private Wealth Management
Georgia
$602K +$670K +10,293 New
SWK
1056
Stephen W. Kidder
$599K -$942K -14,459 -59%
IP
1057
Ignite Planners
California
$599K +$388K +5,961 +134%
IIM
1058
Intact Investment Management
Quebec, Canada
$596K – – –
CG
1059
Carmignac Gestion
France
$594K – – –
TA
1060
Tectonic Advisors
Texas
$592K -$1.63K -25 -0.2%
SACTSONJ
1061
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$590K – – –
MCA
1062
Martin Capital Advisors
Texas
$590K -$7.68K -118 -1%
DT
1063
Diversified Trust
Tennessee
$590K -$126K -1,939 -16%
JWCA
1064
J.W. Cole Advisors
Florida
$587K -$59.1K -907 -8%
PTC
1065
Private Trust Company
Ohio
$586K -$483K -7,420 -43%
FCM
1066
Firsthand Capital Management
California
$585K – – –
TPW
1067
Transatlantique Private Wealth
New York
$584K +$6.51K +100 +1%
IFG
1068
Independent Financial Group
California
$583K +$78.9K +1,212 +14%
GL
1069
Graypoint LLC
New York
$580K +$68.5K +1,052 +12%
GCP
1070
Garda Capital Partners
Minnesota
$579K +$645K +9,909 New
SGI
1071
Summit Global Investments
Utah
$577K -$234K -3,586 -27%
OWM
1072
Opes Wealth Management
California
$575K +$47.5K +730 +8%
PFT
1073
Providence First Trust
Arizona
$575K – – –
JIC
1074
Johnson Investment Counsel
Ohio
$574K +$64.3K +988 +11%
CAAS
1075
Capital Asset Advisory Services
Michigan
$573K -$137K -2,109 -18%
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