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Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1401
Tortoise Investment Management
New York
$62K -$4.05K -40 -6%
ANBT
1402
American National Bank & Trust
Texas
$62K – – –
BWFA
1403
Baltimore-Washington Financial Advisors
Maryland
$56K +$54.7K +541 New
SFPIA
1404
Stevens First Principles Investment Advisors
California
$54K – – –
SIA
1405
Stancorp Investment Advisers
Oregon
$53K -$20K -198 -28%
AF
1406
Allworth Financial
California
$53K +$51.8K +512 New
JAM
1407
JCIC Asset Management
Ontario, Canada
$52K – – –
TFA
1408
Transamerica Financial Advisors
Florida
$52K – – –
SFU
1409
Stonehage Fleming (UK)
United Kingdom
$52K +$50.6K +500 New
CFG
1410
CKW Financial Group
Hawaii
$50K -$5.46K -54 -10%
FMB
1411
Field & Main Bank
Kentucky
$50K – – –
TFO
1412
Tarbox Family Office
California
$50K – – –
QAM
1413
QCI Asset Management
New York
$49K – – –
RCG
1414
Ruggie Capital Group
Florida
$48K – – –
UFA
1415
US Financial Advisors
Massachusetts
$48K – – –
AWM
1416
Avior Wealth Management
Nebraska
$43K +$101 +1 +0.2%
BKA
1417
Brick & Kyle Associates
Pennsylvania
$41K – – –
WCM
1418
Wealthcare Capital Management
Virginia
$38K +$37.6K +372 New
BCMIO
1419
Beacon Capital Management Inc (Ohio)
Ohio
$37K – – –
MDCM
1420
Morgan Dempsey Capital Management
Wisconsin
$36K – – –
CWM
1421
Catamount Wealth Management
Connecticut
$36K +$16.6K +164 +90%
SSG
1422
Summit Securities Group
New York
$31K -$162K -1,600 -84%
IMS
1423
Index Management Solutions
Pennsylvania
$30K -$15.3K -151 -34%
EWM
1424
Edge Wealth Management
New York
$28K – – –
MWAN
1425
Mariner Wealth Advisors (NYC)
Kansas
$28K +$27.3K +270 New
55 56
57
58 59