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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
401
Tradewinds Capital Management
Washington
$63K – – –
FPS
402
Fieldpoint Private Securities
Connecticut
$61K -$10.3K -74 -15%
AF
403
Advisornet Financial
Minnesota
$60K +$25.9K +186 +78%
JAM
404
JCIC Asset Management
Ontario, Canada
$51K +$1.39K +10 +4%
BCA
405
Berman Capital Advisors
Georgia
$50K +$2.51K +18 +5%
WP
406
WealthShield Partners
North Carolina
$49K +$11.7K +84 +31%
ACA
407
Atlas Capital Advisors
Wyoming
$48.5K +$16K +115 +50%
OC
408
Oakworth Capital
Alabama
$47K – – –
PFGIA
409
Patriot Financial Group Insurance Agency
Massachusetts
$47K – – –
EDRH
410
Edmond de Rothschild Holding
Switzerland
$46K -$11.8K -85 -20%
LWM
411
Liberty Wealth Management
California
$45K +$13.1K +94 +42%
WTC
412
WhitTier Trust Company
Nevada
$44K – – –
FFG
413
Ford Financial Group
California
$44K +$44.3K +318 New
GLLW
414
Graves Light Lenhart Wealth
Virginia
$43K +$13.5K +97 +46%
KTC
415
Kistler-Tiffany Companies
Pennsylvania
$42K – – –
NSIM
416
North Star Investment Management
Illinois
$42K – – –
SIM
417
Sonora Investment Management
Arizona
$41K – – –
WQ
418
Wealth Quarterback
New Jersey
$38K +$37.2K +267 New
CFA
419
Carroll Financial Associates
North Carolina
$37K – – –
EIP
420
Ellis Investment Partners
Pennsylvania
$37K +$418 +3 +1%
HI
421
Harbour Investments
Wisconsin
$34K +$4.74K +34 +17%
HR
422
Howe & Rusling
New York
$32K -$2.92K -21 -9%
FCA
423
FinTrust Capital Advisors
South Carolina
$31K -$2.79K -20 -8%
BAM
424
Bellevue Asset Management
Washington
$31K – – –
SSB
425
Sandy Spring Bank
Maryland
$30K – – –
15 16
17
18 19