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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1576
Raffa Wealth Management
District of Columbia
$459K +$494K +4,088 New
MSTVIM
1577
Messner & Smith Theme Value Investment Management
California
$456K – – –
SGC
1578
South Georgia Capital
Illinois
$454K +$438K +3,620 New
BMC
1579
Benin Management Corp
Connecticut
$451K -$94.3K -780 -18%
GGPS
1580
Gary Goldberg Planning Services
New York
$448K -$23.8K -197 -5%
BIM
1581
Barton Investment Management
Pennsylvania
$445K – – –
DSAM
1582
Dock Street Asset Management
Florida
$444K – – –
EWM
1583
Elite Wealth Management
Washington
$441K +$85.5K +707 +25%
LC
1584
Lubar & Co
Wisconsin
$440K – – –
CCS
1585
Crosspoint Capital Strategies
California
$438K +$459K +3,800 New
PAWC
1586
P.A.W. Capital
Connecticut
$437K +$423K +3,500 New
WPIC
1587
White Pine Investment Company
Michigan
$436K +$40.5K +335 +11%
TC
1588
Telemus Capital
Michigan
$431K -$136K -1,123 -25%
TCM
1589
Texan Capital Management
Texas
$431K – – –
EGA
1590
E&G Advisors
Texas
$427K +$413K +3,420 New
GKIM
1591
GW&K Investment Management
Massachusetts
$425K – – –
SFG
1592
SNS Financial Group
Minnesota
$425K +$411K +3,400 New
BFPW
1593
BOK Financial Private Wealth
Colorado
$424K – – –
LWM
1594
Lenox Wealth Management
Ohio
$424K +$410K +3,395 New
LI
1595
Lafayette Investments
Maryland
$423K – – –
PAS
1596
Partnervest Advisory Services
California
$422K +$27.3K +226 +7%
SMU
1597
Signet Management USA
Virginia
$420K +$406K +3,359 New
HF
1598
Hoxton Financial
West Virginia
$419K +$21.5K +178 +6%
SLA
1599
Silver Lake Advisory
Utah
$417K +$404K +3,339 New
DA
1600
Dillon & Associates
Michigan
$415K – – –
62 63
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65 66