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Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
1301
Madden Advisory Services
Florida
$45K – – –
LWA
1302
Lenox Wealth Advisors
New York
$40K -$15.9K -200 -29%
EWM
1303
Elite Wealth Management
Washington
$40K +$716 +9 +2%
KTC
1304
Kistler-Tiffany Companies
Pennsylvania
$37K – – –
FWM
1305
Focused Wealth Management
New York
$36K +$3.02K +38 +9%
PFA
1306
Paradigm Financial Advisors
Missouri
$34K -$44.9K -565 -57%
TFO
1307
Tarbox Family Office
California
$34K – – –
BWFA
1308
Baltimore-Washington Financial Advisors
Maryland
$33K -$154K -1,934 -82%
MIP
1309
Mondrian Investment Partners
United Kingdom
$32K – – –
PMFA
1310
Plante Moran Financial Advisors
Michigan
$31K -$48.4K -609 -61%
BCM
1311
Blume Capital Management
California
$31K – – –
DBT
1312
Dubuque Bank & Trust
Iowa
$28K -$41K -516 -60%
FIG
1313
Fusion Investment Group
Pennsylvania
$27K -$206K -2,590 -88%
AC
1314
Alexandria Capital
Virginia
$27K – – –
AWM
1315
Avior Wealth Management
Nebraska
$27K +$27.6K +347 New
SIA
1316
SeaBridge Investment Advisors
New Jersey
$25K – – –
ARMC
1317
American Research & Management Company
Massachusetts
$24K – – –
LFR
1318
Lehman Financial Resources
Pennsylvania
$24K – – –
PFO
1319
Pathstone Family Office
New Jersey
$24K – – –
CFSG
1320
Community Financial Services Group
Vermont
$24K +$23.9K +300 New
ACM
1321
Antonetti Capital Management
Florida
$22K – – –
GXMC
1322
Global X Management Company
New York
$20K -$6.44K -81 -25%
WA
1323
Waverly Advisors
Alabama
$17K -$164K -2,062 -90%
KLWA
1324
Kelly Lawrence W & Associates
California
$16K – – –
DIA
1325
Davidson Investment Advisors
Montana
$15K +$15.9K +200 New
51 52
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