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Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
901
Wealthcare Advisory Partners
Pennsylvania
$4.2M -$325K -1,424 -8%
PFBT
902
Parkside Financial Bank & Trust
Missouri
$4.19M +$227K +997 +7%
TPI
903
Trust Point Inc
Wisconsin
$4.17M -$378K -1,657 -9%
SAM
904
Secure Asset Management
Michigan
$4.17M -$345K -1,515 -9%
PCMH
905
Polymer Capital Management (HK)
Hong Kong
$4.16M +$1.89M +8,300 +109%
SIC
906
Salem Investment Counselors
North Carolina
$4.15M +$48.1K +211 +1%
AP
907
Adero Partners
California
$4.15M +$91K +399 +3%
CFA
908
Camarda Financial Advisors
Florida
$4.15M +$3.62M +15,857 New
TYCC
909
Texas Yale Capital Corp
Florida
$4.15M – – –
PGFC
910
Peapack-Gladstone Financial Corp
New Jersey
$4.15M +$91.9K +403 +3%
FAM
911
Formidable Asset Management
Ohio
$4.14M -$157K -687 -4%
IA
912
IFP Advisors
Florida
$4.12M -$4.39M -19,257 -55%
TCA
913
Transcend Capital Advisors
New Jersey
$4.1M +$235K +1,031 +7%
CPWM
914
Cypress Point Wealth Management
Texas
$4.09M +$17.3K +76 +0.5%
CPCM
915
Cardinal Point Capital Management
Ontario, Canada
$4.09M -$148K -647 -4%
AWA
916
Arete Wealth Advisors
Illinois
$4.08M +$3.58M +15,705 New
VCP
917
Verus Capital Partners
Arizona
$4.07M -$38.8K -170 -1%
KFP
918
KMG Fiduciary Partners
Ohio
$4.05M +$69.3K +304 +2%
LCM
919
Legato Capital Management
California
$4.05M – – –
MIC
920
Means Investment Company
Maine
$4.03M +$43.8K +192 +1%
FDC
921
Flight Deck Capital
California
$4.03M -$479K -2,100 -12%
NG
922
Norden Group
Utah
$4.02M +$614K +2,693 +21%
BWM
923
Bulltick Wealth Management
Florida
$4M -$4.36M -19,136 -56%
JRP
924
Jasper Ridge Partners
California
$3.99M – – –
GI
925
GAMCO Investors
Connecticut
$3.96M +$51.1K +224 +2%
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37
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