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Name Holding Trade Value Shares
Change 		Change in
Stake
ZTNA
1476
Zions Trust National Association
Utah
$107K – – –
LWM
1477
Lenox Wealth Management
Ohio
$107K +$1.1K +50 +1%
WG
1478
Welch Group
Alabama
$104K -$13.2K -598 -11%
ACS
1479
Archford Capital Strategies
Illinois
$103K +$101K +4,576 New
CAM
1480
ClariVest Asset Management
California
$102K +$81.9K +3,708 +436%
FA
1481
Friess Associates
Delaware
$96K – – –
OSAM
1482
O'Shaughnessy Asset Management
Connecticut
$96K +$36K +1,630 +62%
EWM
1483
Edge Wealth Management
New York
$95K -$173K -7,825 -65%
MUMSS
1484
Mitsubishi UFJ Morgan Stanley Securities
Japan
$91K -$2.43K -110 -3%
GAM
1485
Gemmer Asset Management
California
$89K +$87.5K +3,958 New
ACM
1486
Antonetti Capital Management
Florida
$87K – – –
CFG
1487
CKW Financial Group
Hawaii
$84K – – –
NYLT
1488
New York Life Trust
New York
$84K +$27K +1,220 +49%
FMP
1489
Financial Management Professionals
Texas
$81K – – –
AR
1490
Advisory Research
Illinois
$71K +$69.8K +3,160 New
LWA
1491
Lenox Wealth Advisors
New York
$70K -$14.6K -661 -18%
IMS
1492
Index Management Solutions
Pennsylvania
$70K -$7.58K -343 -10%
HF
1493
Hoxton Financial
West Virginia
$69K -$41.1K -1,861 -38%
WA
1494
WealthTrust-Arizona
Arizona
$68K -$88 -4 -0.1%
MSFP
1495
Mark Sheptoff Financial Planning
Connecticut
$67K +$66.3K +3,000 New
RCWMU
1496
Rothschild & Co Wealth Management (UK)
United Kingdom
$67K +$66.3K +3,000 New
MAS
1497
Madden Advisory Services
Florida
$65K +$2.41K +109 +4%
MA
1498
MCF Advisors
Kentucky
$64K +$354 +16 +0.6%
CAL
1499
Capital Analysts LLC
Pennsylvania
$61.2K -$13.3K -604 -18%
HFM
1500
Hartford Financial Management
Connecticut
$58K -$4.42K -200 -7%
58 59
60
61 62