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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1151
BSW Wealth Partners
Colorado
$322K +$323K +3,669 New
SBSB
1152
Sullivan, Bruyette, Speros & Blaney
Virginia
$317K – – –
EWM
1153
Edge Wealth Management
New York
$316K +$308K +3,500 +3,500%
SFA
1154
Sequoia Financial Advisors
Ohio
$315K -$79.3K -900 -20%
FCH
1155
Freestone Capital Holdings
Washington
$312K +$313K +3,557 New
GS
1156
Gagnon Securities
New York
$311K +$17.3K +196 +6%
NBG
1157
Nancy B. Gardiner
$311K +$311K +3,535 New
WP
1158
WealthPLAN Partners
Nebraska
$309K -$62.1K -705 -15%
DMC
1159
Drexel Morgan & Co
Pennsylvania
$309K -$57.2K -650 -16%
WP
1160
WMS Partners
Maryland
$308K -$8.81K -100 -3%
GKWIM
1161
Gerber Kawasaki Wealth & Investment Management
California
$307K +$881 +10 +0.3%
FANJ
1162
Financial Architects (New Jersey)
New Jersey
$306K +$32.1K +364 +12%
LNC
1163
Lincoln National Corp
Pennsylvania
$305K -$62.5K -710 -17%
LCP
1164
Legacy Capital Partners
Wisconsin
$303K – – –
LOAMS
1165
Lombard Odier Asset Management (Switzerland)
Switzerland
$303K – – –
RWA
1166
Redhawk Wealth Advisors
Minnesota
$302K +$303K +3,441 New
LA
1167
LVW Advisors
New York
$301K +$1.32K +15 +0.4%
PP
1168
PagnatoKarp Partners
Virginia
$300K +$4.75K +54 +2%
AP
1169
Advisors Preferred
Maryland
$298K +$299K +3,391 New
PCG
1170
Private Capital Group
Connecticut
$296K -$2.38K -27 -0.8%
PAIM
1171
Punch & Associates Investment Management
Minnesota
$294K +$35.8K +406 +14%
CAG
1172
Crestwood Advisors Group
Massachusetts
$292K -$11.9K -135 -4%
GLI
1173
Guardian Life Insurance
New York
$292K +$21.8K +248 +8%
FCAG
1174
First Capital Advisors Group
New Jersey
$292K +$292K +3,321 New
TTWM
1175
TCV Trust & Wealth Management
Virginia
$291K – – –
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