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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1401
Focused Wealth Management
New York
$78K – – –
SIG
1402
Stanford Investment Group
California
$75K – – –
FPFS
1403
First Personal Financial Services
North Carolina
$70K – – –
GI
1404
Gradient Investments
Minnesota
$69K +$56.1K +554 +482%
BFEC
1405
Benjamin F. Edwards & Company
Missouri
$68K – – –
DOA
1406
D'Orazio & Associates
Virginia
$66K – – –
DA
1407
Dunvegan Associates
California
$63K – – –
TIM
1408
Tortoise Investment Management
New York
$62K -$4.05K -40 -6%
ANBT
1409
American National Bank & Trust
Texas
$62K – – –
BWFA
1410
Baltimore-Washington Financial Advisors
Maryland
$56K +$54.7K +541 New
SFPIA
1411
Stevens First Principles Investment Advisors
California
$54K – – –
SIA
1412
Stancorp Investment Advisers
Oregon
$53K -$20K -198 -28%
AF
1413
Allworth Financial
California
$53K +$51.8K +512 New
JAM
1414
JCIC Asset Management
Ontario, Canada
$52K – – –
TFA
1415
Transamerica Financial Advisors
Florida
$52K – – –
SFU
1416
Stonehage Fleming (UK)
United Kingdom
$52K +$50.6K +500 New
CFG
1417
CKW Financial Group
Hawaii
$50K -$5.46K -54 -10%
FMB
1418
Field & Main Bank
Kentucky
$50K – – –
TFO
1419
Tarbox Family Office
California
$50K – – –
QAM
1420
QCI Asset Management
New York
$49K – – –
RCG
1421
Ruggie Capital Group
Florida
$48K – – –
UFA
1422
US Financial Advisors
Massachusetts
$48K – – –
AWM
1423
Avior Wealth Management
Nebraska
$43K +$101 +1 +0.2%
BKA
1424
Brick & Kyle Associates
Pennsylvania
$41K – – –
WCM
1425
Wealthcare Capital Management
Virginia
$38K +$37.6K +372 New
55 56
57
58 59