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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
651
Legacy Financial Advisors
Kentucky
$655K +$34.6K +240 +6%
PHAM
652
Palisades Hudson Asset Management
Florida
$652K – – –
VVP
653
Venture Visionary Partners
Ohio
$649K -$28.2K -196 -5%
AP
654
Appleton Partners
Massachusetts
$648K -$170K -1,177 -22%
CIC
655
Chilton Investment Company
Connecticut
$647K +$175K +1,213 +42%
FNBOO
656
First National Bank of Omaha
Nebraska
$647K – – –
KFI
657
Key Financial Inc
Pennsylvania
$644K – – –
ETC
658
Exchange Traded Concepts
Oklahoma
$640K -$58.8K -408 -9%
FRA
659
Frank Rimerman Advisors
California
$634K +$8.21K +57 +1%
TCA
660
Transcend Capital Advisors
New Jersey
$632K -$9.07K -63 -2%
PL
661
Plancorp LLC
Missouri
$631K +$185K +1,285 +47%
EFMC
662
Empire Financial Management Company
New York
$631K -$7.06K -49 -1%
EI
663
Ethic Inc
New York
$631K -$248K -1,722 -30%
CCG
664
Ceeto Capital Group
Florida
$629K – – –
DCM
665
Delta Capital Management
New Jersey
$629K – – –
SSI
666
Scott & Selber Inc
Texas
$629K – – –
ST
667
Spinnaker Trust
Maine
$628K – – –
PTP
668
Platform Technology Partners
New York
$624K +$144 +1 +0%
CAG
669
Crestwood Advisors Group
Massachusetts
$622K +$104K +722 +22%
WB
670
WesBanco Bank
West Virginia
$618K – – –
SC
671
Syon Capital
California
$617K +$47.7K +331 +9%
FWTB
672
First Western Trust Bank
Colorado
$617K +$3.17K +22 +0.6%
BLC
673
Brown, Lisle/Cummings
Rhode Island
$616K +$2.45K +17 +0.4%
CFGW
674
Chancellor Financial Group WB
Pennsylvania
$616K +$144 +1 +0%
KCM
675
Kanawha Capital Management
Virginia
$610K -$5.04K -35 -0.9%
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