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Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
1101
Total Clarity Wealth Management
Illinois
$979K -$52.8K -688 -5%
NP
1102
NorthRock Partners
Minnesota
$975K -$12.7K -166 -1%
MGWM
1103
Marks Group Wealth Management
Minnesota
$975K +$121K +1,578 +14%
LC
1104
LCNB Corp
Ohio
$972K -$10.1K -132 -1%
NME
1105
Notis-McConarty Edward
$962K – – –
IWM
1106
IHT Wealth Management
Illinois
$962K +$36K +469 +4%
LAM
1107
Lynch Asset Management
Pennsylvania
$959K +$57.6K +750 +6%
DPIM
1108
Duff & Phelps Investment Management
Illinois
$958K – – –
EWM
1109
Endurance Wealth Management
Rhode Island
$958K +$6.53K +85 +0.7%
PP
1110
Prudential plc
United Kingdom
$953K -$2.94M -38,283 -75%
CC
1111
Cypress Capital
Tennessee
$951K -$41.2K -537 -4%
CIC
1112
Cutler Investment Counsel
Oregon
$951K -$9.91K -129 -1%
IRC
1113
Investors Research Corp
Georgia
$946K +$762K +9,925 +405%
GGHC
1114
Gilder Gagnon Howe & Co
New York
$941K -$11M -143,861 -92%
KTC
1115
Kistler-Tiffany Companies
Pennsylvania
$941K +$10.9K +142 +1%
S
1116
Seeyond
France
$941K +$76.8K +1,000 +9%
PSP
1117
Principal Street Partners
Tennessee
$941K +$183K +2,383 +24%
FC
1118
Fulcrum Capital
Washington
$934K -$6.32M -82,260 -87%
NIMI
1119
Natixis Investment Managers International
France
$934K +$260K +3,385 +38%
BAMF
1120
BI Asset Management Fondsmaeglerselskab
Denmark
$932K -$528K -6,880 -36%
BP
1121
Ballentine Partners
Massachusetts
$932K -$205K -2,663 -18%
TAM
1122
Trust Asset Management
Texas
$930K +$29.5K +384 +3%
BMC
1123
Benin Management Corp
Connecticut
$924K -$30.7K -400 -3%
CPO
1124
Cerity Partners OCIO
New York
$918K +$40.2K +523 +5%
AF
1125
Aldebaran Financial
$917K -$127K -1,648 -12%
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