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ALC

Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
501
Charter Oak Capital Management
New Hampshire
$14K – – –
BWA
502
BDO Wealth Advisors
Florida
$14K +$2.14K +26 +19%
CNBTD
503
Citizens National Bank Trust Department
Mississippi
$14K +$13.2K +160 New
IBOK
504
Independence Bank of Kentucky
Kentucky
$13K – – –
WB
505
Webster Bank
Connecticut
$13K – – –
PCG
506
Private Capital Group
Connecticut
$13K +$412 +5 +4%
OCM
507
Orion Capital Management
California
$12K – – –
PWMG
508
Prestige Wealth Management Group
New Jersey
$12K – – –
LWCFA
509
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K -$200K -2,429 -95%
GLLW
510
Graves Light Lenhart Wealth
Virginia
$11K +$1.81K +22 +22%
MAWCM
511
Mine & Arao Wealth Creation & Management
California
$11K +$7.41K +90 +225%
LCM
512
Logan Capital Management
Pennsylvania
$11K +$10K +122 +12,200%
OIS
513
Okabena Investment Services
Minnesota
$11K +$10.4K +126 New
AIM
514
Anchor Investment Management
South Carolina
$10.5K -$1.65K -20 -14%
M
515
MOTCO
Texas
$10K – – –
TSW
516
Thompson Siegel & Walmsley
Virginia
$10K – – –
QC
517
Quent Capital
New York
$10K +$9.14K +111 New
RFA
518
Reilly Financial Advisors
California
$9K -$1.48K -18 -15%
TJHA
519
Thomas J. Herzfeld Advisors
Florida
$9K – – –
ETC
520
Exchange Traded Concepts
Oklahoma
$9K +$82 +1 +1%
FWM
521
Focused Wealth Management
New York
$9K +$1.07K +13 +15%
MTWM
522
Masso Torrence Wealth Management
New Jersey
$9K +$8.23K +100 New
CA
523
CoreCap Advisors
Michigan
$9K +$8.65K +105 New
KCM
524
KRS Capital Management
Michigan
$9K +$9.14K +111 New
TAIM
525
TD Ameritrade Investment Management
Nebraska
$8K -$2.22K -27 -22%
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