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Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
1151
Lincoln National Corp
Pennsylvania
$678K +$206K +1,862 +46%
GVAG
1152
Great Valley Advisor Group
Delaware
$676K +$240K +2,165 +58%
FMLI
1153
Fukoku Mutual Life Insurance
Japan
$675K +$77.6K +700 +13%
TC
1154
Telemus Capital
Michigan
$675K +$265K +2,394 +58%
EH
1155
Employers Holdings
Nevada
$675K +$654K +5,900 New
CIM
1156
Confluence Investment Management
Missouri
$674K -$7.98K -72 -1%
SFA
1157
Sequoia Financial Advisors
Ohio
$674K +$55.4K +500 +9%
CP
1158
Covenant Partners
Tennessee
$660K – – –
LFAS
1159
Level Four Advisory Services
Texas
$659K -$50.9K -459 -7%
BWCS
1160
Beirne Wealth Consulting Services
Connecticut
$658K -$193K -1,744 -23%
WSC
1161
Wellington Shields & Co
New York
$658K +$637K +5,750 New
CAM
1162
Close Asset Management
United Kingdom
$657K -$74.9K -676 -11%
GIA
1163
Guyasuta Investment Advisors
Pennsylvania
$653K -$55.4K -500 -8%
FNBOH
1164
First National Bank of Hutchinson
Kansas
$652K -$348K -3,141 -35%
CFA
1165
Carroll Financial Associates
North Carolina
$652K -$47.2K -426 -7%
OMC
1166
Overbrook Management Corp
New York
$650K – – –
RIM
1167
Regent Investment Management
Kentucky
$648K – – –
HIIFS
1168
Harel Insurance Investments & Financial Services
Israel
$648K +$545K +4,921 +667%
MIH
1169
Meitav Investment House
Israel
$647K +$1.11K +10 +0.2%
BFM
1170
Boston Financial Management
Massachusetts
$646K +$11.1K +100 +2%
BDWM
1171
Brewin Dolphin Wealth Management
Ireland
$645K -$122K -1,100 -16%
HCM
1172
Hodges Capital Management
Texas
$641K -$144K -1,300 -19%
SBSB
1173
Sullivan, Bruyette, Speros & Blaney
Virginia
$638K +$127K +1,147 +26%
P
1174
&Partners
Tennessee
$637K +$55.4K +500 +10%
BWM
1175
BerganKDV Wealth Management
Minnesota
$634K -$3.66K -33 -0.6%
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47
48 49