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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
626
Caldwell Trust
Florida
$732K +$57.6K +400 +9%
AG
627
Ascent Group
Virginia
$726K +$397K +2,759 +149%
MGIA
628
Moneta Group Investment Advisors
Missouri
$723K -$20K -139 -3%
AIM
629
Alhambra Investment Management
Florida
$722K – – –
CS
630
Cannell & Spears
New York
$719K +$1.15K +8 +0.2%
AI
631
AdvisorShares Investments
Maryland
$719K +$591K +4,100 +967%
ASN
632
Advisory Services Network
Georgia
$709K -$69.6K -483 -10%
CSP
633
Cary Street Partners
Virginia
$704K +$2.02K +14 +0.3%
CAAM
634
Cornerstone Advisors Asset Management
Pennsylvania
$700K – – –
JFG
635
Jefferies Financial Group
New York
$698K +$639K +4,436 New
VCM
636
Voleon Capital Management
California
$698K -$344K -2,387 -35%
MIP
637
Marietta Investment Partners
Wisconsin
$696K – – –
DT
638
Diversified Trust
Tennessee
$683K +$1.58K +11 +0.3%
SIC
639
SJS Investment Consulting
Ohio
$682K +$144 +1 +0%
BRM
640
Boston Research & Management
Massachusetts
$679K – – –
WANY
641
Wealthspire Advisors (New York)
New York
$679K -$41.8K -290 -6%
RZH
642
Relyea Zuckerberg Hanson
Connecticut
$674K +$5.76K +40 +0.9%
CPC
643
Congress Park Capital
New York
$674K -$36K -250 -6%
RBI
644
Raiffeisen Bank International
Austria
$674K +$376K +2,613 +153%
RMDI
645
R.M. Davis Inc
Maine
$672K +$286K +1,988 +87%
PS
646
Principal Securities
Iowa
$670K +$3.31K +23 +0.5%
SP
647
Stablepoint Partners
Massachusetts
$661K -$19.4K -135 -3%
CCA
648
Checchi Capital Advisers
California
$660K -$10.4K -72 -2%
SWP
649
Sagespring Wealth Partners
Tennessee
$659K +$80.7K +560 +15%
MHC
650
Meyer Handelman Company
New York
$659K -$272K -1,885 -31%
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