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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1151
Poehling Capital Management
Wisconsin
$3.66M -$2.16K -15 -0.1%
CWM
1152
Concentric Wealth Management
California
$3.64M +$23.9K +166 +0.7%
FCH
1153
Freestone Capital Holdings
Washington
$3.62M +$1.03M +7,148 +45%
PCA
1154
Personal Capital Advisors
California
$3.61M -$22.3M -154,679 -87%
FCM
1155
Force Capital Management
New York
$3.6M – – –
CS
1156
Comerica Securities
Michigan
$3.6M +$126K +873 +4%
TWM
1157
Torch Wealth Management
Ohio
$3.58M -$159K -1,100 -5%
FMT
1158
First Mercantile Trust
Tennessee
$3.56M -$766K -5,313 -19%
LFAS
1159
Level Four Advisory Services
Texas
$3.56M +$148K +1,026 +5%
HIM
1160
Hotaling Investment Management
Pennsylvania
$3.54M -$16.3K -113 -0.5%
AF
1161
Advisornet Financial
Minnesota
$3.53M +$135K +940 +4%
DSC
1162
Duncker Streett & Co
Missouri
$3.53M +$317K +2,201 +11%
HT
1163
Heritage Trust
Oklahoma
$3.5M +$2.41M +16,703 +292%
FFA
1164
Fragasso Financial Advisors
Pennsylvania
$3.5M +$599K +4,156 +23%
AA
1165
Ancora Advisors
Ohio
$3.49M -$75.1K -521 -2%
RIM
1166
Reliant Investment Management
Tennessee
$3.48M +$1.44K +10 +0%
HSA
1167
HBK Sorce Advisory
Pennsylvania
$3.47M -$173K -1,198 -5%
MWM
1168
Marietta Wealth Management
Georgia
$3.47M +$28.7K +199 +0.9%
AWP
1169
Ascent Wealth Partners
New York
$3.46M +$273K +1,891 +9%
XWM
1170
Xcel Wealth Management
Florida
$3.46M +$252K +1,750 +9%
BCM
1171
BTC Capital Management
Iowa
$3.45M +$196K +1,358 +7%
SC
1172
Searle & Co
Connecticut
$3.44M +$11.7K +81 +0.4%
CWM
1173
CMH Wealth Management
New Hampshire
$3.42M -$36.7K -255 -1%
WC
1174
Woodstock Corp
Massachusetts
$3.41M +$8.36K +58 +0.3%
PGAM
1175
Princeton Global Asset Management
New Jersey
$3.4M +$105K +732 +3%
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