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Name Holding Trade Value Shares
Change
Change in
Stake
IRS
1501
Invictus RG (Singapore)
Singapore
$148K +$148K +5,883 New
SC
1502
SRB Corp
Massachusetts
$143K +$143K +5,666 New
LWM
1503
Lenox Wealth Management
Ohio
$142K -$1.21K -48 -0.8%
NCMG
1504
NCM Capital Management Group
North Carolina
$142K +$12.6K +500 +10%
BHIA
1505
Birch Hill Investment Advisors
Massachusetts
$138K +$138K +5,500 New
OAM
1506
Orinda Asset Management
California
$136K – – –
HPBT
1507
High Point Bank & Trust
North Carolina
$132K – – –
GAM
1508
Gemmer Asset Management
California
$132K +$26.4K +1,051 +25%
NIMI
1509
Natixis Investment Managers International
France
$129K – – –
WA
1510
WealthTrust-Arizona
Arizona
$128K +$126 +5 +0.1%
WG
1511
Welch Group
Alabama
$114K -$10.3K -408 -8%
Cohen & Steers
1512
Cohen & Steers
New York
$113K -$93.1K -3,700 -45%
CM
1513
Castleark Management
Illinois
$112K – – –
TDC
1514
Thompson Davis & Co
Virginia
$112K +$99.4K +3,951 +790%
ACS
1515
Archford Capital Strategies
Illinois
$111K – – –
FA
1516
Friess Associates
Delaware
$108K – – –
MUMSS
1517
Mitsubishi UFJ Morgan Stanley Securities
Japan
$104K +$3.27K +130 +3%
MAS
1518
Madden Advisory Services
Florida
$97K +$704 +28 +0.7%
HF
1519
Hoxton Financial
West Virginia
$97K +$19K +756 +24%
ZTNA
1520
Zions Trust National Association
Utah
$96K -$13.2K -525 -12%
CFG
1521
CKW Financial Group
Hawaii
$92K – – –
FMP
1522
Financial Management Professionals
Texas
$90K – – –
LWA
1523
Lenox Wealth Advisors
New York
$80K – – –
MSFP
1524
Mark Sheptoff Financial Planning
Connecticut
$78K +$2.52K +100 +3%
RCWMU
1525
Rothschild & Co Wealth Management (UK)
United Kingdom
$76K – – –