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Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1951
Ruggie Capital Group
Florida
$48K +$42.7K +359 +798%
KAS
1952
Kemnay Advisory Services
New York
$47K – – –
MS
1953
Marshall & Sullivan
Washington
$37K – – –
SA
1954
SRH Advisors
Kansas
$37K – – –
IF
1955
Ironwood Financial
Arizona
$31K +$14.3K +120 +82%
RAM
1956
Riggs Asset Management
Pennsylvania
$30K – – –
RWM
1957
Raffa Wealth Management
District of Columbia
$29.1K – – –
ST
1958
Somerset Trust
Pennsylvania
$25K -$1.06M -8,866 -98%
CIM
1959
Contravisory Investment Management
Massachusetts
$25K – – –
TJHA
1960
Thomas J. Herzfeld Advisors
Florida
$22K +$12.5K +105 +136%
GXMC
1961
Global X Management Company
New York
$18K -$2.14K -18 -11%
BCI
1962
Brinker Capital Investments
Pennsylvania
$17K – – –
LWA
1963
Lowe Wealth Advisors
Maryland
$15K +$3.81K +32 +34%
TWMP
1964
Taylor Wealth Management Partners
Massachusetts
$14K +$13.8K +116 New
TAM
1965
Troy Asset Management
United Kingdom
$13K +$13.9K +117 New
PO
1966
Private Ocean
California
$12K – – –
MUS
1967
Mitsubishi UFJ Securities
Japan
$12K +$12.4K +104 New
BCMIO
1968
Beacon Capital Management Inc (Ohio)
Ohio
$7K – – –
MIM
1969
Macroview Investment Management
Maryland
$6K -$833 -7 -13%
FA
1970
Financial Advantage
Maryland
$6K – – –
CI
1971
Cowen Inc
New York
$5K +$4.23M +35,577 New
PFO
1972
Pathstone Family Office
New Jersey
$4K – – –
DRS
1973
Deane Retirement Strategies
Louisiana
$3K -$1.93M -16,187 -100%
NMIS
1974
Northwestern Mutual Investment Services
Wisconsin
$2K -$476 -4 -19%
PRS
1975
Pinkerton Retirement Specialists
Idaho
$1K -$6.55K -55 -73%
77 78
79
80 81