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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
926
Jacobus Wealth Management
Wisconsin
$164K +$157K +7,107 New
AW
927
Alpha Windward
Massachusetts
$162K +$1.31K +59 +0.8%
LWM
928
Lenox Wealth Management
Ohio
$162K +$156K +7,033 New
OFC
929
Open Field Capital
United States
$156K +$150K +6,757 New
DAL
930
David A. Lorber
$148K +$133K +6,030 New
WEC
931
Winslow Evans & Crocker
Massachusetts
$145K +$139K +6,289 New
JFGIW
932
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$144K +$40.7K +1,839 +42%
CCA
933
Catalyst Capital Advisors
New York
$137K – – –
LOAME
934
Lombard Odier Asset Management (Europe)
United Kingdom
$136K +$131K +5,900 New
LWM
935
LBA Wealth Management
Florida
$123K +$118K +5,310 New
MAM
936
Mizuho Asset Management
Japan
$120K -$20.1K -906 -15%
BAM
937
Brave Asset Management
New Jersey
$113K +$109K +4,902 New
EWM
938
Edge Wealth Management
New York
$112K +$105K +4,752 +3,993%
CFG
939
CKW Financial Group
Hawaii
$105K +$100K +4,536 New
FI
940
FCM Investments
Texas
$104K +$99.9K +4,514 New
SNT
941
Security National Trust
West Virginia
$95K – – –
HF
942
Hoxton Financial
West Virginia
$89K +$32.8K +1,480 +62%
PSI
943
Pinnacle Summer Investments
Virginia
$82K +$4.21K +190 +6%
FFC
944
First Financial Corp
Indiana
$78K +$38.7K +1,747 +106%
HCP
945
Holt Capital Partners
Texas
$75K +$72.3K +3,267 New
EWM
946
Evercore Wealth Management
New York
$72K -$18.8K -850 -21%
MA
947
MCF Advisors
Kentucky
$68K – – –
BFEC
948
Benjamin F. Edwards & Company
Missouri
$67K +$1.33K +60 +2%
AIM
949
Act II Management
New York
$62K -$7.94M -358,664 -99%
ASN
950
Advisory Services Network
Georgia
$60K +$57.4K +2,595 New
36 37
38
39 40