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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1226
Weld Capital Management
New York
$709K -$2.02M -23,681 -75%
WJWM
1227
Williams Jones Wealth Management
New York
$706K -$176K -2,060 -20%
PV
1228
Private Vista
Illinois
$701K -$35.1K -412 -5%
CA
1229
Cambridge Advisors
Nebraska
$698K -$25.6K -300 -4%
CFMC
1230
Curbstone Financial Management Corp
New Hampshire
$698K – – –
WI
1231
WrapManager Inc
California
$694K +$31.5K +370 +5%
RA
1232
RFG Advisory
Alabama
$694K +$53.5K +628 +9%
FBFS
1233
First Business Financial Services
Wisconsin
$692K +$671K +7,871 New
OFG
1234
OmniStar Financial Group
North Carolina
$689K -$16.3K -191 -2%
IWC
1235
Integrated Wealth Concepts
Massachusetts
$687K +$379K +4,443 +132%
SI
1236
Scharf Investments
California
$684K -$25.4K -298 -4%
AG
1237
Algert Global
California
$684K +$99.7K +1,169 +18%
SFFS
1238
Stonehage Fleming Financial Services
Jersey
$680K +$53.7K +630 +9%
BFG
1239
Beacon Financial Group
Texas
$675K +$177K +2,076 +37%
SAM
1240
SignalPoint Asset Management
Missouri
$672K -$1.28K -15 -0.2%
MCM
1241
Manchester Capital Management
Vermont
$671K -$42.6K -500 -6%
FBA
1242
Front Barnett Associates
Illinois
$668K – – –
MFG
1243
Magnus Financial Group
New York
$667K -$155K -1,818 -19%
AF
1244
Advisornet Financial
Minnesota
$665K -$41.6K -488 -6%
BIA
1245
Bigelow Investment Advisors
Maine
$665K +$2.98K +35 +0.5%
CWP
1246
Capital Wealth Planning
Florida
$664K -$6.74K -79 -1%
PBT
1247
Pictet Bank & Trust
Bahamas
$663K – – –
GFS
1248
GYL Financial Synergies
Connecticut
$663K +$83.3K +977 +15%
BWFA
1249
Baltimore-Washington Financial Advisors
Maryland
$663K +$205K +2,410 +47%
SWMG
1250
Signature Wealth Management Group
Georgia
$659K -$7.59K -89 -1%
48 49
50
51 52