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Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
1951
Ayalon Insurance Company
Israel
$45K -$266K -2,170 -86%
SA
1952
SRH Advisors
Kansas
$41K +$3.06K +25 +8%
TJHA
1953
Thomas J. Herzfeld Advisors
Florida
$39K +$19.4K +158 +98%
BL
1954
Balentine LLC
Georgia
$38K -$7.84K -64 -17%
LWA
1955
Lowe Wealth Advisors
Maryland
$33K +$20.2K +165 +156%
CP
1956
Camelot Portfolios
Ohio
$30K -$721K -5,885 -48%
IMS
1957
Index Management Solutions
Pennsylvania
$25K -$106K -862 -81%
CIM
1958
Contravisory Investment Management
Massachusetts
$25K – – –
TRCT
1959
Tower Research Capital (TRC)
New York
$25K +$25.6K +209 New
GXMC
1960
Global X Management Company
New York
$22K -$1.96K -16 -8%
CF
1961
CenterStar Fund
Illinois
$18K – – –
ST
1962
Somerset Trust
Pennsylvania
$18K – – –
BCI
1963
Brinker Capital Investments
Pennsylvania
$18K +$613 +5 +4%
TAM
1964
Troy Asset Management
United Kingdom
$14K – – –
PO
1965
Private Ocean
California
$13K – – –
CII
1966
Capital International Inc
California
$13K +$12.7K +104 New
NMIS
1967
Northwestern Mutual Investment Services
Wisconsin
$13K +$13.1K +107 New
IRS
1968
Invictus RG (Singapore)
Singapore
$12K +$11.8K +96 New
PFO
1969
Pathstone Family Office
New Jersey
$10K +$6.13K +50 +152%
BCMIO
1970
Beacon Capital Management Inc (Ohio)
Ohio
$8K +$245 +2 +3%
FA
1971
Financial Advantage
Maryland
$6K – – –
DRS
1972
Deane Retirement Strategies
Louisiana
$3K – – –
MIM
1973
Macroview Investment Management
Maryland
$3K – – –
FPTW
1974
Franklin, Parlapiano, Turner & Welch
Texas
$3K +$2.57K +21 New
CAM
1975
ClariVest Asset Management
California
$1K -$245 -2 -22%
77 78
79
80 81