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Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
1201
Independent Financial Group
California
$1.73M +$333K +1,768 +25%
FMLI
1202
Fukoku Mutual Life Insurance
Japan
$1.73M -$659K -3,500 -29%
IC
1203
Inverness Counsel
New York
$1.73M -$74K -393 -4%
VCM
1204
Virtue Capital Management
Tennessee
$1.73M -$189K -1,005 -10%
LNC
1205
Lincoln National Corp
Pennsylvania
$1.72M +$493K +2,615 +43%
PFS
1206
Physicians Financial Services
North Carolina
$1.72M -$28.3K -150 -2%
NFC
1207
Northeast Financial Consultants
Connecticut
$1.7M +$942 +5 +0.1%
VAS
1208
Vestmark Advisory Solutions
Massachusetts
$1.7M -$13.4K -71 -0.8%
SSI
1209
Scott & Selber Inc
Texas
$1.7M +$1.62M +8,623 New
VAM
1210
Verity Asset Management
North Carolina
$1.7M -$631K -3,349 -28%
AII
1211
AGF Investments Inc
Ontario, Canada
$1.69M +$255K +1,352 +19%
WPW
1212
Waldron Private Wealth
Pennsylvania
$1.68M +$89.8K +477 +6%
WIA
1213
Wealthstreet Investment Advisors
Texas
$1.68M – – –
PFGIA
1214
Patriot Financial Group Insurance Agency
Massachusetts
$1.68M +$67.2K +357 +4%
RI
1215
Ridgewood Investments
New Jersey
$1.66M -$267K -1,417 -14%
WWM
1216
Western Wealth Management
Colorado
$1.66M +$141K +749 +10%
PWM
1217
Perigon Wealth Management
California
$1.65M +$25K +133 +2%
PJSIMP
1218
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.64M -$139K -740 -8%
RCA
1219
Rowland Carmichael Advisors
Arizona
$1.62M +$736K +3,909 +91%
TIA
1220
Trust Investment Advisors
Indiana
$1.62M +$1.55M +8,210 New
KFP
1221
KMG Fiduciary Partners
Ohio
$1.61M -$1.05M -5,584 -41%
MIM
1222
Moseley Investment Management
Florida
$1.61M -$38.2K -203 -2%
BCWM
1223
Blue Chip Wealth Management
Florida
$1.61M +$72.1K +383 +5%
DWT
1224
Dorsey & Whitney Trust
South Dakota
$1.61M -$94.7K -503 -6%
IWC
1225
Integrated Wealth Concepts
Massachusetts
$1.6M +$31.3K +166 +2%
47 48
49
50 51