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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1501
Elite Wealth Management
Washington
$95K +$22.4K +1,011 +31%
MUMSS
1502
Mitsubishi UFJ Morgan Stanley Securities
Japan
$93K -$1.11K -50 -1%
ACM
1503
Antonetti Capital Management
Florida
$88K -$66.9K -3,025 -44%
LWA
1504
Lenox Wealth Advisors
New York
$83K +$76.5K +3,459 +1,384%
CFG
1505
CKW Financial Group
Hawaii
$82K +$80.4K +3,636 New
FMP
1506
Financial Management Professionals
Texas
$81K – – –
IMS
1507
Index Management Solutions
Pennsylvania
$78K +$3.47K +157 +5%
CAL
1508
Capital Analysts LLC
Pennsylvania
$74.8K -$880K -39,754 -92%
WA
1509
WealthTrust-Arizona
Arizona
$68K -$4.87K -220 -7%
MA
1510
MCF Advisors
Kentucky
$64K -$28.4K -1,283 -31%
MAS
1511
Madden Advisory Services
Florida
$63K +$34.1K +1,543 +122%
HFM
1512
Hartford Financial Management
Connecticut
$62K -$7.3K -330 -11%
OSAM
1513
O'Shaughnessy Asset Management
Connecticut
$59K -$68.4K -3,093 -54%
NYLT
1514
New York Life Trust
New York
$56K -$82.8K -3,742 -60%
SHWM
1515
Smith & Howard Wealth Management
Georgia
$52K -$14.2K -641 -22%
HCP
1516
Holt Capital Partners
Texas
$52K +$50.9K +2,300 New
BBPWM
1517
Blue Bell Private Wealth Management
Pennsylvania
$50K +$49.3K +2,226 New
RFA
1518
Reilly Financial Advisors
California
$49K +$5.86K +265 +14%
RI
1519
Redwood Investments
Massachusetts
$40K – – –
FMA
1520
FNY Managed Accounts
New York
$34K -$11.1K -500 -25%
KPCM
1521
Kings Point Capital Management
New York
$34K – – –
CAL
1522
Capital Advisors Ltd
Ohio
$33K +$32.4K +1,463 New
SA
1523
SRH Advisors
Kansas
$31K +$31K +1,400 New
FIG
1524
Fusion Investment Group
Pennsylvania
$30K +$29.6K +1,340 New
TCM
1525
Tributary Capital Management
Nebraska
$27K -$9.96K -450 -27%
59 60
61
62 63