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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
351
Westport Asset Management
Connecticut
$148K – – –
CG
352
Cutler Group
California
$143K -$255K -15,423 -62%
LWM
353
Liberty Wealth Management
California
$129K +$68.5K +4,137 +97%
PCFFS
354
Pacific Center for Financial Services
California
$126K -$629 -38 -0.5%
CWC
355
Carolinas Wealth Consulting
North Carolina
$122K +$1.47K +89 +1%
HI
356
Harbour Investments
Wisconsin
$109K +$182 +11 +0.2%
FHA
357
First Horizon Advisors
Tennessee
$108K – – –
CF
358
Centaurus Financial
California
$102K -$12.8K -776 -11%
MMG
359
Monetary Management Group
Missouri
$100K +$108K +6,500 New
QCG
360
Quadrant Capital Group
Ohio
$98K -$23.4K -1,415 -18%
LWCFA
361
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$98K -$10.7K -648 -9%
NFG
362
Next Financial Group
Texas
$94K -$64.8K -3,913 -39%
CFA
363
Carroll Financial Associates
North Carolina
$89K +$1.69K +102 +2%
NIM
364
NuWave Investment Management
New Jersey
$89K +$95.1K +5,748 New
CHC
365
City Holding Co
West Virginia
$88K -$7.03K -425 -7%
IA
366
IFP Advisors
Florida
$81K -$811 -49 -1%
KTC
367
Kistler-Tiffany Companies
Pennsylvania
$79K -$6.49K -392 -7%
APC
368
Aspire Private Capital
North Carolina
$76K -$16.1K -972 -16%
TWA
369
TCI Wealth Advisors
Arizona
$74K -$1.03K -62 -1%
CCC
370
Crescent Capital Consulting
Louisiana
$73K -$12.2K -737 -14%
PA
371
Parallel Advisors
California
$73K +$7.63K +461 +11%
NSIM
372
North Star Investment Management
Illinois
$72K +$132 +8 +0.2%
BWM
373
BerganKDV Wealth Management
Minnesota
$70K -$1.87K -113 -2%
EWA
374
Evolution Wealth Advisors
Florida
$66K – – –
JWM
375
Janiczek Wealth Management
Colorado
$59K -$46.6K -2,815 -42%
13 14
15
16 17