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Name Holding Trade Value Shares
Change 		Change in
Stake
TL
1626
TrueWealth LLC
Georgia
$509K +$493K +4,468 New
KM
1627
Kalos Management
Georgia
$505K +$215K +1,948 +80%
QCG
1628
Quadrant Capital Group
Ohio
$503K +$11.3K +102 +2%
FIM
1629
Foresters Investment Management
New York
$499K -$753K -6,821 -61%
AC
1630
Avestar Capital
New York
$499K +$507K +4,589 New
JIP
1631
Jaffetilchin Investment Partners
Florida
$497K -$311K -2,820 -39%
WF
1632
WoodTrust Financial
Wisconsin
$497K +$481K +4,360 New
CIAS
1633
Capital Investment Advisory Services
North Carolina
$495K – – –
MA
1634
Mutual Advisors
Nebraska
$494K +$478K +4,331 New
AF
1635
Aldebaran Financial
$487K +$472K +4,274 New
BMM
1636
Buffington Mohr McNeal
Idaho
$485K – – –
GIP
1637
Greatmark Investment Partners
Georgia
$485K – – –
PCIA
1638
Prime Capital Investment Advisors
Kansas
$479K +$464K +4,200 New
AWA
1639
Arete Wealth Advisors
Illinois
$477K +$7.4K +67 +2%
SIAS
1640
Shine Investment Advisory Services
Colorado
$473K – – –
CWM
1641
Circle Wealth Management
New Jersey
$471K +$773 +7 +0.2%
GC
1642
Gratry & Company
Ohio
$466K -$271K -2,456 -38%
CAC
1643
Certified Advisory Corp
Florida
$465K +$451K +4,082 New
GIA
1644
Guyasuta Investment Advisors
Pennsylvania
$464K +$33.1K +300 +8%
SP
1645
SWS Partners
Ohio
$464K +$450K +4,072 New
VV
1646
Verity & Verity
South Carolina
$463K +$11.6K +105 +3%
ACA
1647
Ackerman Capital Advisors
Texas
$461K +$484K +4,382 New
MCM
1648
MV Capital Management
Maryland
$459K -$7.29K -66 -2%
VWM
1649
Venturi Wealth Management
Texas
$459K +$29K +263 +7%
FPS
1650
Fieldpoint Private Securities
Connecticut
$457K -$1.22M -11,069 -73%
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