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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
326
Willingdon Wealth Management
North Carolina
$89K +$40.7K +383 +75%
PCM
327
Prelude Capital Management
New York
$86K +$92.2K +867 New
SIAS
328
Shine Investment Advisory Services
Colorado
$84K -$9.89K -93 -10%
RFA
329
Reilly Financial Advisors
California
$84K – – –
THWM
330
Taylor Hoffman Wealth Management
Virginia
$84K +$36.2K +340 +68%
HR
331
Howe & Rusling
New York
$80K -$20.7K -195 -20%
BBA
332
Braun-Bostich & Associates
Pennsylvania
$79K – – –
MFBTD
333
MB Financial Bank - Trust Department
Illinois
$77K – – –
IDBONY
334
Israel Discount Bank of New York
New York
$76K +$78.2K +735 +2,940%
TAM
335
Tiverton Asset Management
Delaware
$75K +$80.1K +753 New
WA
336
WealthTrust-Arizona
Arizona
$69K -$1.81K -17 -2%
NFG
337
Next Financial Group
Texas
$69K +$73.3K +689 +11,483%
CCM
338
Cribstone Capital Management
Maine
$64K – – –
WAM
339
Wealthspire Advisors (Maryland)
Maryland
$63K -$3.83K -36 -5%
TCM
340
Tradewinds Capital Management
Washington
$56K – – –
AAP
341
Arax Advisory Partners
Colorado
$53K +$10.2K +96 +22%
WANY
342
Wealthspire Advisors (New York)
New York
$53K +$57.1K +537 New
FHA
343
Flagship Harbor Advisors
Massachusetts
$50K -$4.47K -42 -8%
BWM
344
BerganKDV Wealth Management
Minnesota
$50K – – –
IAS
345
INR Advisory Services
Pennsylvania
$48K – – –
GWS
346
Glassman Wealth Services
Virginia
$46K +$15.7K +148 +47%
FRA
347
Front Row Advisors
California
$45K – – –
CFA
348
Carroll Financial Associates
North Carolina
$44K – – –
FGC
349
Financial Gravity Companies
Texas
$44K +$44.7K +420 New
LC
350
Lavaca Capital
Texas
$44K +$46.8K +440 New
12 13
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