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Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
1701
Summit Wealth & Retirement Planning
California
$774K +$781K +13,764 New
HWA
1702
Heritage Wealth Advisors
Virginia
$770K -$8.11K -143 -1%
GBBWRPM
1703
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$769K +$8.34K +147 +1%
WA
1704
Wambolt & Associates
Colorado
$765K +$773K +13,615 New
MHIM
1705
MacNealy Hoover Investment Management
Ohio
$762K -$24.5K -431 -3%
SIC
1706
SFE Investment Counsel
California
$762K +$8.11K +143 +1%
MOS
1707
MGO One Seven
Ohio
$762K +$264K +4,652 +52%
HWA
1708
HCR Wealth Advisors
California
$761K +$36.1K +636 +5%
SP
1709
Successful Portfolios
Florida
$760K +$11.3K +200 +2%
SGA
1710
Strategic Global Advisors
California
$758K -$121K -2,137 -14%
AB
1711
Atlas Brown
Kentucky
$757K -$38.8K -684 -5%
BMM
1712
Buffington Mohr McNeal
Idaho
$754K -$106K -1,860 -12%
KIA
1713
Kopp Investment Advisors
Minnesota
$753K +$22.1K +389 +3%
GIA
1714
Gladstone Institutional Advisory
Florida
$753K +$760K +13,397 New
SFWC
1715
Strategic Family Wealth Counselors
New Jersey
$753K +$760K +13,402 New
FHC
1716
First Heartland Consultants
Missouri
$752K -$59.7K -1,052 -7%
ESB
1717
Essex Savings Bank
Connecticut
$751K +$758K +13,355 New
BCWM
1718
Blue Chip Wealth Management
Florida
$748K -$6.41K -113 -0.8%
B
1719
Bridgeworth
Alabama
$748K +$17.3K +304 +2%
CAM
1720
ClariVest Asset Management
California
$748K +$205K +3,607 +37%
MCA
1721
Mercer Capital Advisers
New Jersey
$747K – – –
TAIM
1722
TD Ameritrade Investment Management
Nebraska
$744K +$303K +5,346 +68%
WFM
1723
Wolff Financial Management
Michigan
$744K +$751K +13,233 New
BWAM
1724
Boyd Watterson Asset Management
Ohio
$741K -$128K -2,262 -15%
SAM
1725
Sequent Asset Management
Texas
$741K – – –
67 68
69
70 71