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Name Holding Trade Value Shares
Change 		Change in
Stake
SGAM
1501
Smith Group Asset Management
Texas
$17K +$1.33K +20 +9%
CAL
1502
Capital Advisors Ltd
Ohio
$17K +$1.67K +25 +12%
TAM
1503
Trust Asset Management
Texas
$16K +$15.7K +235 New
TDC
1504
Thompson Davis & Co
Virginia
$15K +$9.99K +150 +238%
NCM
1505
New Capital Management
Texas
$14K -$23.3K -350 -64%
PFO
1506
Pathstone Family Office
New Jersey
$14K +$4.8K +72 +56%
LWM
1507
Lenox Wealth Management
Ohio
$14K +$6.66K +100 +93%
BAMG
1508
Brand Asset Management Group
Missouri
$14K +$13.3K +200 New
BC
1509
Barnett & Company
Tennessee
$12K -$3.33K -50 -23%
FIA
1510
FNY Investment Advisers
New York
$12K +$11.9K +179 New
OWA
1511
One Wealth Advisors
California
$11K +$1.86K +28 +22%
TAIM
1512
TD Ameritrade Investment Management
Nebraska
$11K +$10.3K +155 New
HR
1513
Howe & Rusling
New York
$10K -$15.1K -226 -60%
CBT
1514
Central Bank & Trust
Kentucky
$10K – – –
HS
1515
Horan Securities
United States
$10K – – –
CA
1516
Centerpoint Advisors
Massachusetts
$9K -$22.2K -333 -71%
SIA
1517
Sit Investment Associates
Minnesota
$9K – – –
LWA
1518
Lowe Wealth Advisors
Maryland
$8K – – –
TC
1519
Trilogy Capital
California
$8K +$999 +15 +15%
SFM
1520
Signet Financial Management
New Jersey
$7K -$6.66K -100 -50%
FEG
1521
Financial Enhancement Group
Indiana
$7K – – –
PSC
1522
Prentiss Smith & Co
Vermont
$7K – – –
VNA
1523
Valley National Advisers
Pennsylvania
$7K – – –
IUHSA
1524
Itau Unibanco Holding S.A.
Brazil
$7K +$6.59K +99 New
AIA
1525
Arcadia Investment Advisors
Idaho
$6.96K +$6.66K +100 New
59 60
61
62 63