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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1451
Brave Asset Management
New Jersey
$98K – – –
MWAN
1452
Mariner Wealth Advisors (NYC)
Kansas
$98K +$95.4K +865 New
AIM
1453
Advantage Investment Management
Iowa
$94K +$57.2K +519 +166%
PFSC
1454
Peoples Financial Services Corp
Pennsylvania
$91K – – –
M
1455
MOTCO
Texas
$89K -$518K -4,700 -86%
GWS
1456
Glassman Wealth Services
Virginia
$89K +$14.4K +131 +20%
CFG
1457
CKW Financial Group
Hawaii
$88K -$10.7K -97 -11%
JAM
1458
Jolley Asset Management
North Carolina
$73K – – –
SCA
1459
Strategic Capital Alternatives
United States
$72K +$70K +635 New
VNA
1460
Valley National Advisers
Pennsylvania
$69K +$63.6K +577 +1,803%
BBPWM
1461
Blue Bell Private Wealth Management
Pennsylvania
$68K – – –
CAL
1462
Capital Advisors Ltd
Ohio
$67K – – –
WA
1463
Waverly Advisors
Alabama
$61K – – –
TWMP
1464
Taylor Wealth Management Partners
Massachusetts
$61K +$59.6K +540 New
WA
1465
WealthTrust-Arizona
Arizona
$58K +$4.74K +43 +9%
TFO
1466
Tarbox Family Office
California
$54K – – –
BGIM
1467
Brandywine Global Investment Management
Pennsylvania
$54K +$6.4K +58 +14%
CFSG
1468
Community Financial Services Group
Vermont
$54K +$12.5K +113 +31%
KTC
1469
Kistler-Tiffany Companies
Pennsylvania
$52K – – –
TDC
1470
Thompson Davis & Co
Virginia
$50K +$5.18K +47 +12%
FWM
1471
Focused Wealth Management
New York
$49K – – –
BWFA
1472
Baltimore-Washington Financial Advisors
Maryland
$46K – – –
CCS
1473
Crosspoint Capital Strategies
California
$45K -$3.5M -31,693 -99%
BCM
1474
Blume Capital Management
California
$45K – – –
MIP
1475
Mondrian Investment Partners
United Kingdom
$45K – – –
57 58
59
60 61