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Name Holding Trade Value Shares
Change 		Change in
Stake
RWG
1801
Regal Wealth Group
California
$41K +$40.9K +454 New
EDRE
1802
Edmond de Rothschild (Europe)
Luxembourg
$40K – – –
TSU
1803
TD Securities (USA)
New York
$38K -$58.8K -652 -61%
LWA
1804
Lenox Wealth Advisors
New York
$38K -$10.5K -116 -22%
CGH
1805
Cleary Gull Holdings
Wisconsin
$36K -$27.8K -308 -44%
GXMC
1806
Global X Management Company
New York
$36K – – –
DSN
1807
D. Scott Neal
Kentucky
$36K +$36.1K +400 New
MUS
1808
Mitsubishi UFJ Securities
Japan
$31K -$4.51K -50 -13%
HW
1809
Hedeker Wealth
Illinois
$31K +$31.7K +352 New
UFA
1810
US Financial Advisors
Massachusetts
$30K +$27K +299 +787%
MFT
1811
Moisand Fitzgerald Tamayo
Florida
$27K +$27.1K +300 New
TDC
1812
Thompson Davis & Co
Virginia
$26K +$180 +2 +0.7%
PAM
1813
Pope Asset Management
Tennessee
$24K – – –
SFPIA
1814
Stevens First Principles Investment Advisors
California
$23K -$2.52K -28 -10%
CWM
1815
Catamount Wealth Management
Connecticut
$23K – – –
DIA
1816
Dana Investment Advisors
Wisconsin
$21K -$22.3M -247,802 -92%
RBC
1817
Roble Belko & Company
Pennsylvania
$20K – – –
APSP
1818
Asset Planning Services (Pennsylvania)
Pennsylvania
$20K +$271 +3 +1%
DPA
1819
Delphi Private Advisors
California
$20K +$19.9K +221 New
BBPWM
1820
Blue Bell Private Wealth Management
Pennsylvania
$18K – – –
TWMP
1821
Taylor Wealth Management Partners
Massachusetts
$18K – – –
WA
1822
Winfield Associates
Ohio
$18K +$18K +200 New
WAS
1823
WESPAC Advisors SoCal
California
$17K +$17.4K +193 New
FNBOO
1824
First National Bank of Omaha
Nebraska
$16.3K -$172K -1,912 -1%
SFFS
1825
Stonehage Fleming Financial Services
Jersey
$16K – – –
71 72
73
74 75