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Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
1001
Woodmont Investment Counsel
Tennessee
$38K – – –
WJA
1002
Williams Jones & Associates
New York
$37K -$202K -16,050 -85%
TC
1003
Trust Company
Kansas
$36K – – –
CTB
1004
Country Trust Bank
Illinois
$35K +$27.7K +2,200 +550%
LWM
1005
Lenox Wealth Management
Ohio
$34K – – –
HFM
1006
Hartford Financial Management
Connecticut
$34K +$9.21K +732 +41%
WOC
1007
West Oak Capital
California
$33K – – –
AC
1008
Alexandria Capital
Virginia
$33K +$541 +43 +2%
GXMC
1009
Global X Management Company
New York
$33K +$27.7K +2,199 +811%
RFWA
1010
RPg Family Wealth Advisory
Massachusetts
$31.3K +$13.3K +1,056 +84%
MWM
1011
MinichMacGregor Wealth Management
New York
$31K -$11.2K -892 -28%
AIM
1012
Anchor Investment Management
South Carolina
$30.8K +$28.7K +2,282 New
DOA
1013
D'Orazio & Associates
Virginia
$30K – – –
DAM
1014
Delta Asset Management
Tennessee
$30K +$38 +3 +0.1%
JFA
1015
JNBA Financial Advisors
Minnesota
$30K +$1.09K +87 +4%
BCM
1016
Blume Capital Management
California
$28K +$1.89K +150 +8%
GAM
1017
Gemmer Asset Management
California
$28K +$9.8K +779 +60%
CP
1018
Corbenic Partners
Pennsylvania
$27K -$207K -16,476 -89%
AWMS
1019
Advocacy Wealth Management Services
Georgia
$27K -$31.5K -2,500 -55%
CHP
1020
Cable Hill Partners
Oregon
$27K -$15K -1,189 -37%
LWA
1021
Lowe Wealth Advisors
Maryland
$27K – – –
CF
1022
CenterStar Fund
Illinois
$25K – – –
DSC
1023
Duncker Streett & Co
Missouri
$22K – – –
FPFS
1024
First Personal Financial Services
North Carolina
$22K – – –
IR
1025
Invictus RG
Bermuda
$21K -$41.7K -3,317 -68%
39 40
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