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Name Holding Trade Value Shares
Change 		Change in
Stake
NYLT
1751
New York Life Trust
New York
$224K -$43.6K -415 -15%
FPCP
1752
Fort Point Capital Partners
California
$221K +$241K +2,291 New
TAM
1753
Timucuan Asset Management
Florida
$217K -$52.5K -500 -18%
TF
1754
Trutina Financial
Washington
$217K – – –
KA
1755
Klingman & Associates
New York
$217K +$3.99K +38 +2%
PRC
1756
Platte River Capital
Colorado
$214K -$1.75M -16,690 -88%
TAM
1757
Trillium Asset Management
Massachusetts
$214K -$36K -343 -13%
LWM
1758
Lenox Wealth Management
Ohio
$214K -$4.3K -41 -2%
PCM
1759
Pointe Capital Management
Michigan
$213K – – –
GWA
1760
Genesis Wealth Advisors
Massachusetts
$212K +$1.36K +13 +0.6%
CS
1761
Cannell & Spears
New York
$212K -$9.97K -95 -4%
RCWMU
1762
Rothschild & Co Wealth Management (UK)
United Kingdom
$212K +$20.5K +195 +10%
TI
1763
Telemetry Investments
New York
$212K +$231K +2,200 New
MWM
1764
Modera Wealth Management
New Jersey
$211K +$2.31K +22 +1%
WA
1765
Wealth Architects
California
$210K -$19.5K -186 -8%
LFG
1766
LifePlan Financial Group
Ohio
$210K +$229K +2,179 New
KPCM
1767
Kings Point Capital Management
New York
$209K +$15.8K +150 +7%
NIMC
1768
NWQ Investment Management Company
California
$209K +$227K +2,166 New
DM
1769
Diker Management
New York
$208K – – –
FC
1770
Financial Consulate
Maryland
$208K +$226K +2,156 New
WIS
1771
Wright Investors Service
Connecticut
$207K -$104K -990 -32%
GC
1772
Gibson Capital
Pennsylvania
$207K +$7.14K +68 +3%
RPG
1773
Risk Paradigm Group
Texas
$206K -$5.14K -49 -2%
RCM
1774
Rotella Capital Management
Washington
$206K +$224K +2,131 New
AMG
1775
Asset Management Group
Connecticut
$205K +$9.66K +92 +5%
69 70
71
72 73