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Name Holding Trade Value Shares
Change 		Change in
Stake
KF
1301
Krilogy Financial
Missouri
$93K +$98.3K +1,932 New
HA
1302
Harfst & Associates
Wyoming
$91K -$50.6K -995 -34%
PIM
1303
Parasol Investment Management
Illinois
$88K -$111K -2,185 -54%
LWM
1304
Lenox Wealth Management
Ohio
$88K -$8.34K -164 -8%
CFA
1305
Camarda Financial Advisors
Florida
$87K -$14.1K -277 -13%
AIM
1306
Arcadia Investment Management
Michigan
$85K – – –
TFO
1307
Tarbox Family Office
California
$84K +$509 +10 +0.6%
NYLT
1308
New York Life Trust
New York
$82K -$22.4K -441 -21%
LIM
1309
Lagoda Investment Management
New York
$81K -$5.09K -100 -6%
MWP
1310
MYCIO Wealth Partners
Pennsylvania
$81K +$102 +2 +0.1%
AWM
1311
Avior Wealth Management
Nebraska
$78K +$5.54K +109 +7%
JIR
1312
James Investment Research
Ohio
$73K -$14M -275,026 -99%
GI
1313
Gradient Investments
Minnesota
$72K -$814 -16 -1%
SSG
1314
Summit Securities Group
New York
$72K +$76.3K +1,500 New
JFA
1315
JNBA Financial Advisors
Minnesota
$69K – – –
JIM
1316
Jupiter Investment Management
United Kingdom
$69K +$73.8K +1,451 New
IWC
1317
Integrated Wealth Counsel
California
$67K – – –
CHP
1318
Cable Hill Partners
Oregon
$65K +$3.82K +75 +6%
CF
1319
CenterStar Fund
Illinois
$60K – – –
VIA
1320
Vantage Investment Advisors
Pennsylvania
$56K +$102 +2 +0.2%
OSNBOA
1321
Old Second National Bank of Aurora
Illinois
$54K – – –
AWM
1322
AllSquare Wealth Management
New York
$53K -$12.7K -250 -19%
KA
1323
Klingman & Associates
New York
$51K – – –
PCTC
1324
Perkins Coie Trust Company
Washington
$50K -$15.2K -298 -22%
CAL
1325
Capital Advisors Ltd
Ohio
$48K -$15.3K -300 -23%
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