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Name Holding Trade Value Shares
Change 		Change in
Stake
HEIP
1551
Hudson Edge Investment Partners
New Jersey
$615K -$16.8K -335 -3%
LPC
1552
Loeb Partners Corp
New York
$613K -$15K -300 -3%
UBWV
1553
United Bank (West Virginia)
West Virginia
$610K -$451K -9,027 -44%
SWA
1554
Sutton Wealth Advisors
Florida
$609K +$563K +11,252 New
CA
1555
Cornerstone Advisory
Maryland
$608K +$52.8K +1,055 +10%
WC
1556
Whitnell & Co
Illinois
$605K – – –
AAM
1557
Aureus Asset Management
Massachusetts
$602K -$66.7K -1,334 -11%
WA
1558
Wealth Architects
California
$599K +$2.7K +54 +0.5%
NFG
1559
Nadler Financial Group
Illinois
$599K +$45.4K +907 +9%
SFA
1560
Sequoia Financial Advisors
Ohio
$596K +$154K +3,089 +39%
FPB
1561
First PREMIER Bank
South Dakota
$595K -$12.8K -255 -2%
MFS
1562
Monetta Financial Services
Illinois
$595K +$550K +11,000 New
CII
1563
Capital International Inc
California
$593K +$55K +1,100 +11%
ZCI
1564
Zevenbergen Capital Investments
Washington
$592K +$32.5K +650 +6%
FRM
1565
Fox Run Management
Connecticut
$589K +$545K +10,900 New
VCM
1566
Versant Capital Management
Arizona
$588K +$25.7K +514 +5%
JG
1567
Jefferies Group
New York
$584K -$3.12M -62,378 -85%
GCAC
1568
Guardian Capital Advisors (Canada)
Ontario, Canada
$581K -$416K -8,316 -40%
BAC
1569
Boys Arnold & Co
North Carolina
$579K -$1.96M -39,174 -79%
RFS
1570
Rockefeller Financial Services
New York
$579K +$53.7K +1,074 +11%
FC
1571
Financial Consulate
Maryland
$574K +$55.4K +1,108 +12%
HFA
1572
High Falls Advisors
New York
$572K -$216K -4,318 -29%
PCM
1573
Princeton Capital Management
New Jersey
$572K – – –
CFA
1574
Cahill Financial Advisors
Minnesota
$572K +$62.8K +1,256 +13%
FWP
1575
FAS Wealth Partners
Kansas
$571K -$377K -7,531 -42%
61 62
63
64 65