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Name Holding Trade Value Shares
Change 		Change in
Stake
CAW
501
Cornerstone Advisors (Washington)
Washington
$25K +$2.35K +34 +10%
IWMPD
502
Integrated Wealth Management (Palm Desert)
California
$24K +$2.28K +33 +10%
SCA
503
Strategic Capital Alternatives
United States
$24K +$26.3K +381 New
BWA
504
Burt Wealth Advisors
Maryland
$22K – – –
AA
505
Apriem Advisors
California
$22K +$20.7K +300 +789%
GAM
506
Gemmer Asset Management
California
$21K – – –
IP
507
Isthmus Partners
Wisconsin
$19K – – –
EDRH
508
Edmond de Rothschild Holding
Switzerland
$19K +$20.7K +300 New
EDRS
509
Edmond de Rothschild (Suisse)
Switzerland
$19K +$20.7K +300 New
GI
510
Gradient Investments
Minnesota
$16K -$3.25K -47 -16%
FNBT
511
FineMark National Bank & Trust
Florida
$16K +$8.51K +123 +92%
NFG
512
Next Financial Group
Texas
$15K – – –
PMFA
513
Plante Moran Financial Advisors
Michigan
$15K +$10K +145 +161%
CFA
514
Carroll Financial Associates
North Carolina
$15K +$16.1K +233 New
DAM
515
Delta Asset Management
Tennessee
$14K – – –
TDC
516
Thompson Davis & Co
Virginia
$14K – – –
AWS
517
Aris Wealth Services
Pennsylvania
$13K -$34.6K -500 -71%
AIM
518
Assured Investment Management
New York
$13K +$13.9K +201 New
EFSCE
519
Enterprise Financial Services Corp (EFSC)
Missouri
$12K -$7.47K -108 -38%
GWM
520
Gupta Wealth Management
California
$12K -$6.5K -94 -34%
WA
521
WFG Advisors
Texas
$12K – – –
NC
522
NewSquare Capital
Pennsylvania
$11K – – –
WRM
523
Westport Resources Management
Connecticut
$11K – – –
SF
524
Synovus Financial
Georgia
$10K -$415 -6 -4%
BKA
525
Brick & Kyle Associates
Pennsylvania
$10K – – –
19 20
21
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