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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1301
Brave Asset Management
New Jersey
$79K – – –
AC
1302
Alexandria Capital
Virginia
$77K – – –
PFSC
1303
Peoples Financial Services Corp
Pennsylvania
$73K -$21.4K -250 -24%
ZTNA
1304
Zions Trust National Association
Utah
$63K – – –
JAM
1305
Jolley Asset Management
North Carolina
$59K – – –
SC
1306
Saturna Capital
Washington
$56K – – –
BBPWM
1307
Blue Bell Private Wealth Management
Pennsylvania
$55K – – –
CCS
1308
Crosspoint Capital Strategies
California
$55K – – –
SCA
1309
Strategic Capital Alternatives
United States
$53K +$50K +583 New
IMS
1310
Index Management Solutions
Pennsylvania
$50K +$3.6K +42 +8%
MAS
1311
Madden Advisory Services
Florida
$46K -$6K -70 -12%
LWA
1312
Lenox Wealth Advisors
New York
$46K – – –
GGHC
1313
Gilder Gagnon Howe & Co
New York
$46K +$515 +6 +1%
MUMSS
1314
Mitsubishi UFJ Morgan Stanley Securities
Japan
$45K -$61.8K -720 -60%
WAS
1315
Winch Advisory Services
Wisconsin
$45K +$86 +1 +0.2%
TFO
1316
Tarbox Family Office
California
$44K +$3.52K +41 +9%
KTC
1317
Kistler-Tiffany Companies
Pennsylvania
$42K – – –
TFA
1318
Transamerica Financial Advisors
Florida
$42K +$38.6K +450 +45,000%
BCI
1319
Brinker Capital Investments
Pennsylvania
$42K +$38.9K +454 New
WA
1320
WealthTrust-Arizona
Arizona
$40K – – –
FWM
1321
Focused Wealth Management
New York
$40K +$86 +1 +0.2%
BWFA
1322
Baltimore-Washington Financial Advisors
Maryland
$37K -$173K -2,016 -83%
MIP
1323
Mondrian Investment Partners
United Kingdom
$37K – – –
BCM
1324
Blume Capital Management
California
$36K – – –
NDSI
1325
Newman Dignan & Sheerar Inc
Rhode Island
$34K -$14.7K -171 -4%
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