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Name Holding Trade Value Shares
Change 		Change in
Stake
HCC
551
Hirtle Callaghan & Co
Pennsylvania
$14K – – –
TFO
552
Tarbox Family Office
California
$14K – – –
HR
553
Howe & Rusling
New York
$11K +$11.1K +15 New
AWMS
554
Advocacy Wealth Management Services
Georgia
$9K – – –
ZB
555
Zions Bancorporation
Utah
$8K -$15.6K -21 -66%
AIM
556
Arcadia Investment Management
Michigan
$8K – – –
DSI
557
Daiwa SB Investments
Japan
$7K -$555K -750 -99%
FAM
558
Fred Alger Management
New York
$7K -$12.6K -17 -63%
CFA
559
Carroll Financial Associates
North Carolina
$7K -$740 -1 -9%
SWA
560
Sutton Wealth Advisors
Florida
$6.51K – – –
WA
561
Winfield Associates
Ohio
$6K +$5.92K +8 New
MPWT
562
MassMutual Private Wealth & Trust
Connecticut
$5.06K – – –
MFW
563
Mosaic Family Wealth
Missouri
$5K -$740 -1 -13%
TRCT
564
Tower Research Capital (TRC)
New York
$4K -$748K -1,010 -100%
PCP
565
Proficio Capital Partners
Massachusetts
$4K -$10.4K -14 -67%
OFW
566
Omnia Family Wealth
Florida
$4K -$3.7K -5 -45%
GRP
567
Global Retirement Partners
California
$4K – – –
PFBT
568
Parkside Financial Bank & Trust
Missouri
$4K – – –
AWM
569
Avior Wealth Management
Nebraska
$3K – – –
DBT
570
Dubuque Bank & Trust
Iowa
$3K – – –
HIM
571
Hillsdale Investment Management
Ontario, Canada
$2K -$740 -1 -25%
AAP
572
Arax Advisory Partners
Colorado
$2K – – –
WOC
573
West Oak Capital
California
$1.45K – – –
CAM
574
ClariVest Asset Management
California
$1K – – –
PFO
575
Pathstone Family Office
New Jersey
$1K +$1.48K +2 New
21 22
23
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