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Name Holding Trade Value Shares
Change 		Change in
Stake
XF
501
XML Financial
Maryland
$7.95M +$91.4K +2,582 +1%
RIA
502
Regal Investment Advisors
Michigan
$7.95M +$961K +27,156 +15%
H
503
HoyleCohen
California
$7.88M -$510K -14,428 -6%
BWS
504
Buck Wealth Strategies
Colorado
$7.87M +$1.35M +38,207 +22%
MGP
505
Metis Global Partners
California
$7.86M +$926K +26,173 +14%
CTC
506
Central Trust Company
Missouri
$7.84M -$617K -17,438 -8%
CB
507
Community Bank
New York
$7.8M -$502K -14,198 -6%
HWM
508
HB Wealth Management
Georgia
$7.76M +$421K +11,887 +6%
CRC
509
Curi RMB Capital
Illinois
$7.74M +$821K +23,203 +13%
MA
510
Mutual Advisors
Nebraska
$7.73M -$1.16M -32,903 -14%
BPA
511
Beacon Pointe Advisors
California
$7.73M -$2.55M -72,020 -26%
ACIM
512
Azimuth Capital Investment Management
Michigan
$7.72M -$141K -3,992 -2%
CWM
513
Cabot Wealth Management
Massachusetts
$7.71M +$345K +9,762 +5%
WIC
514
Woodmont Investment Counsel
Tennessee
$7.69M -$631K -17,843 -8%
EIA
515
Edgemoor Investment Advisors
Maryland
$7.64M -$299K -8,462 -4%
IWC
516
Integrated Wealth Concepts
Massachusetts
$7.58M -$1.11M -31,422 -14%
RIL
517
Rothschild Investment LLC
Illinois
$7.56M -$1.88M -53,039 -21%
IWA
518
IBEX Wealth Advisors
New Jersey
$7.55M -$511K -14,433 -7%
LIM
519
Longfellow Investment Management
Massachusetts
$7.5M +$1.73M +48,933 +33%
WIM
520
WealthPlan Investment Management
Nebraska
$7.45M -$1.78M -50,298 -20%
SIMG
521
Sonora Investment Management Group
Arizona
$7.43M +$171K +4,829 +3%
JMFC
522
J.M. Forbes & Co
Massachusetts
$7.42M +$161K +4,543 +2%
KCM
523
Kanawha Capital Management
Virginia
$7.33M -$978K -27,638 -12%
ACM
524
Advisors Capital Management
New Jersey
$7.29M +$26.4K +747 +0.4%
NEAM
525
New England Asset Management
Connecticut
$7.27M -$621K -17,551 -8%
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