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ENI
E

Name Holding Trade Value Shares
Change 		Change in
Stake
JWS
151
Juncture Wealth Strategies
Arizona
– -$566K -16,350 Closed
TH
152
Timber Hill
Connecticut
– -$498K -14,264 Closed
TAM
153
Tocqueville Asset Management
New York
– -$390K -11,185 Closed
AAM
154
Aberdeen Asset Management
United Kingdom
– -$237K -6,800 Closed
BRWA
155
B. Riley Wealth Advisors
Florida
– -$210K -6,029 Closed
FAAS
156
First Allied Advisory Services
California
– -$201K -5,739 Closed
AP
157
Advisor Partners
California
– -$217K -5,245 Closed
BIM
158
BlackRock Investment Management
Delaware
– -$80.8K -2,326 -100%
FHA
159
First Horizon Advisors
Tennessee
– -$76K -2,166 Closed
NPC
160
National Planning Corporation
California
– -$30.8K -953 Closed
ECM
161
Estabrook Capital Management
New York
– -$24.4K -700 Closed
MCM
162
Manchester Capital Management
Vermont
– -$18K -518 Closed
BPBT
163
Boston Private Bank & Trust
Massachusetts
– -$4K -120 Closed
CTC
164
Central Trust Company
Missouri
– -$4K -119 Closed
WA
165
WFG Advisors
Texas
– -$3K -75 Closed
NC
166
NewSquare Capital
Pennsylvania
– -$1K -37 Closed
IC
167
Intersect Capital
California
– -$937 -27 -50%
IWMPD
168
Integrated Wealth Management (Palm Desert)
California
– +$417 +12 New
MWAN
169
Mariner Wealth Advisors (NYC)
Kansas
– +$486 +14 New
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