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Name Holding Trade Value Shares
Change 		Change in
Stake
BRWM
1201
B. Riley Wealth Management
Tennessee
$40K +$37.3K +528 New
SFPIA
1202
Stevens First Principles Investment Advisors
California
$39K – – –
TFA
1203
Transamerica Financial Advisors
Florida
$38K -$7.06K -100 -17%
VNB
1204
Valley National Bancorp
New York
$38K – – –
MAS
1205
Madden Advisory Services
Florida
$37K +$35.3K +500 New
QAM
1206
QCI Asset Management
New York
$36K – – –
LWM
1207
Lenox Wealth Management
Ohio
$34K -$20.8K -295 -39%
TFO
1208
Tarbox Family Office
California
$33K – – –
OSAM
1209
O'Shaughnessy Asset Management
Connecticut
$32K -$283 -4 -0.9%
FBT
1210
Founders Bank & Trust
Michigan
$31K -$12.4K -175 -30%
PFO
1211
Pathstone Family Office
New Jersey
$30K – – –
TF
1212
Trutina Financial
Washington
$30K +$28.3K +400 New
AWM
1213
Avior Wealth Management
Nebraska
$28K +$26.4K +374 New
BCMIO
1214
Beacon Capital Management Inc (Ohio)
Ohio
$27K – – –
MPWT
1215
MassMutual Private Wealth & Trust
Connecticut
$26.3K +$71 +1 +0.3%
GXMC
1216
Global X Management Company
New York
$24K -$7.63K -108 -25%
NHFG
1217
New Harbor Financial Group
Massachusetts
$22K – – –
EWM
1218
Elite Wealth Management
Washington
$21K -$8.48K -120 -30%
WA
1219
Waverly Advisors
Alabama
$20K -$356K -5,043 -95%
AFS
1220
Aft Forsyth & Sober
Florida
$19K – – –
BFEC
1221
Benjamin F. Edwards & Company
Missouri
$19K – – –
RIA
1222
Regal Investment Advisors
Michigan
$18K – – –
ARMC
1223
American Research & Management Company
Massachusetts
$17K – – –
ZTNA
1224
Zions Trust National Association
Utah
$17K – – –
HPBT
1225
High Point Bank & Trust
North Carolina
$15K – – –
47 48
49
50 51