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Name Holding Trade Value Shares
Change 		Change in
Stake
RFWA
976
RPg Family Wealth Advisory
Massachusetts
$30.3K -$12.8K -1,018 -29%
LWM
977
Lenox Wealth Management
Ohio
$30K – – –
ADL
978
Asset Dedication LLC
California
$30K +$10.6K +837 +53%
WOC
979
West Oak Capital
California
$29.5K – – –
BAM
980
Bruderman Asset Management
New York
$28K +$3.69K +292 +14%
HFM
981
Hartford Financial Management
Connecticut
$28K +$6.39K +506 +27%
DBT
982
Dubuque Bank & Trust
Iowa
$27K -$7.57K -600 -21%
DOA
983
D'Orazio & Associates
Virginia
$27K – – –
DAM
984
Delta Asset Management
Tennessee
$27K +$50 +4 +0.2%
MFW
985
Mosaic Family Wealth
Missouri
$25K -$20.8K -1,651 -45%
BCM
986
Blume Capital Management
California
$25K – – –
AIM
987
Anchor Investment Management
South Carolina
$24.6K +$543 +43 +2%
LWA
988
Lowe Wealth Advisors
Maryland
$24K – – –
SIG
989
Stanford Investment Group
California
$22K +$7.21K +571 +47%
MCA
990
Mercer Capital Advisers
New Jersey
$21K – – –
MRCM
991
M&R Capital Management
New Jersey
$21K – – –
PCA
992
Peddock Capital Advisors
Massachusetts
$21K +$21.5K +1,700 New
HR
993
Howe & Rusling
New York
$20K +$6.07K +481 +42%
SIM
994
Sonora Investment Management
Arizona
$18.8K +$12.7K +1,004 +183%
DSC
995
Duncker Streett & Co
Missouri
$18K -$1.36K -108 -7%
GAM
996
Gemmer Asset Management
California
$18K -$1.2K -95 -6%
PCC
997
Park Circle Company
Maryland
$18K – – –
PFG
998
Piershale Financial Group
Illinois
$18K +$139 +11 +0.7%
DIA
999
Davidson Investment Advisors
Montana
$17K -$3.57M -282,830 -99%
FPFS
1000
First Personal Financial Services
North Carolina
$17K -$6.45K -511 -27%
38 39
40
41 42