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Sumitomo Mitsui Financial
SMFG

Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
151
American International Group
New York
$24K -$1.27K -146 -5%
S
152
SignatureFD
Georgia
$20K +$10.6K +1,225 +120%
TWA
153
TCI Wealth Advisors
Arizona
$19K – – –
CFA
154
Carroll Financial Associates
North Carolina
$17K +$16.4K +1,884 New
TDC
155
Thompson Davis & Co
Virginia
$16K – – –
NFG
156
Next Financial Group
Texas
$14K – – –
AWS
157
Aris Wealth Services
Pennsylvania
$10K +$10K +1,154 New
ASN
158
Advisory Services Network
Georgia
$9K – – –
LWA
159
Lenox Wealth Advisors
New York
$9K – – –
FHA
160
First Horizon Advisors
Tennessee
$9K +$1.27K +146 +15%
JIC
161
Joel Isaacson & Co
New York
$8K +$7.81K +900 New
QCG
162
Quadrant Capital Group
Ohio
$7K +$8.37K +964 New
FPFS
163
First Personal Financial Services
North Carolina
$6K – – –
DADC
164
D.A. Davidson & Co
Montana
$6K +$460 +53 +8%
WA
165
Waverly Advisors
Alabama
$5K +$4.72K +544 New
JFA
166
JNBA Financial Advisors
Minnesota
$4K -$1.95K -225 -33%
CAW
167
Cornerstone Advisors (Washington)
Washington
$4K – – –
MFBTD
168
MB Financial Bank - Trust Department
Illinois
$4K +$4.22K +486 New
WCM
169
Wealthcare Capital Management
Virginia
$3K -$3.2K -369 -52%
WRM
170
Westport Resources Management
Connecticut
$3K – – –
FNBT
171
FineMark National Bank & Trust
Florida
$2K +$1.52K +175 +182%
RIA
172
Regal Investment Advisors
Michigan
$1K – – –
WEC
173
Winslow Evans & Crocker
Massachusetts
$632 – – –
WI
174
WBI Investments
New Jersey
– -$8.21M -1,060,223 Closed
ARTA
175
A.R.T. Advisors
New York
– -$400K -51,731 Closed
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