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Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1101
Castleark Management
Illinois
$517K – – –
RIA
1102
Regal Investment Advisors
Michigan
$516K -$7.37K -43 -1%
HCM
1103
Howard Capital Management
Georgia
$516K +$582K +3,396 New
ISL
1104
Ingalls & Snyder LLC
New York
$516K – – –
JIC
1105
Joel Isaacson & Co
New York
$515K – – –
OAM
1106
Oxford Asset Management
United Kingdom
$513K +$579K +3,376 New
DWM
1107
Dorchester Wealth Management
Quebec, Canada
$509K +$86.6K +505 +18%
MWAM
1108
Manhattan West Asset Management
California
$509K +$13.7K +80 +2%
ECM
1109
EMC Capital Management
Texas
$508K +$65.5K +382 +6%
FT
1110
Fiduciary Trust
Massachusetts
$508K -$181K -1,056 -24%
KFP
1111
KMG Fiduciary Partners
Ohio
$507K -$156K -908 -21%
HWM
1112
Horizon Wealth Management
Illinois
$505K +$167K +972 +41%
FNT
1113
First National Trust
Pennsylvania
$504K +$29.5K +172 +5%
DA
1114
Doliver Advisors
Texas
$504K -$37K -216 -6%
CFGS
1115
Concourse Financial Group Securities
Alabama
$502K +$4.63K +27 +0.8%
RS
1116
Retirement Solution
Washington
$502K +$369K +2,153 +187%
CCA
1117
Catalyst Capital Advisors
New York
$500K +$564K +3,291 New
XS
1118
XR Securities
Illinois
$497K -$786K -4,583 -58%
IVP
1119
Intrinsic Value Partners
Arizona
$496K -$3.43K -20 -0.6%
LGWM
1120
Litman Gregory Wealth Management
California
$494K – – –
MYIA
1121
Mount Yale Investment Advisors
Colorado
$494K +$27.9K +163 +5%
QCG
1122
Quadrant Capital Group
Ohio
$491K -$150K -874 -21%
VWM
1123
Venturi Wealth Management
Texas
$491K -$49.9K -291 -8%
BTW
1124
Boston Trust Walden
Massachusetts
$491K -$34.8K -203 -6%
AWM
1125
AllSquare Wealth Management
New York
$488K – – –
43 44
45
46 47