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Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1501
Capital Analysts LLC
Pennsylvania
$141K +$69.9K +2,931 +107%
TWM
1502
Torch Wealth Management
Ohio
$139K +$24 +1 +0%
OAM
1503
Orinda Asset Management
California
$134K +$128K +5,389 New
HPBT
1504
High Point Bank & Trust
North Carolina
$130K – – –
NCMG
1505
NCM Capital Management Group
North Carolina
$128K -$23.8K -1,000 -16%
NIMI
1506
Natixis Investment Managers International
France
$127K +$122K +5,106 New
WA
1507
WealthTrust-Arizona
Arizona
$126K +$48.5K +2,033 +67%
CM
1508
Castleark Management
Illinois
$124K – – –
WG
1509
Welch Group
Alabama
$123K +$7.34K +308 +7%
ACS
1510
Archford Capital Strategies
Illinois
$109K -$4.29K -180 -4%
ZTNA
1511
Zions Trust National Association
Utah
$109K -$9.53K -400 -8%
FA
1512
Friess Associates
Delaware
$106K – – –
GAM
1513
Gemmer Asset Management
California
$105K +$6.05K +254 +6%
MUMSS
1514
Mitsubishi UFJ Morgan Stanley Securities
Japan
$99K -$1.19K -50 -1%
MAS
1515
Madden Advisory Services
Florida
$95K +$21.9K +919 +32%
CFG
1516
CKW Financial Group
Hawaii
$91K – – –
FMP
1517
Financial Management Professionals
Texas
$89K – – –
LWA
1518
Lenox Wealth Advisors
New York
$80K +$3.53K +148 +5%
LCM
1519
Laurion Capital Management
New York
$80K +$76.3K +3,200 New
VNB
1520
Valley National Bancorp
New York
$79K -$47.7K -2,000 -39%
HF
1521
Hoxton Financial
West Virginia
$77K – – –
MSFP
1522
Mark Sheptoff Financial Planning
Connecticut
$75K – – –
RCWMU
1523
Rothschild & Co Wealth Management (UK)
United Kingdom
$75K – – –
HFM
1524
Hartford Financial Management
Connecticut
$74K +$9.53K +400 +15%
KPCM
1525
Kings Point Capital Management
New York
$67K +$28.6K +1,200 +80%
59 60
61
62 63