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Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1601
Gemmer Asset Management
California
$188K – – –
RFWA
1602
RPg Family Wealth Advisory
Massachusetts
$187K +$81.5K +654 +87%
NC
1603
NewSquare Capital
Pennsylvania
$167K +$141K +1,134 +953%
AC
1604
Alexandria Capital
Virginia
$164K +$44.4K +356 +41%
RCG
1605
Ruggie Capital Group
Florida
$154K +$144K +1,158 New
EWM
1606
Edge Wealth Management
New York
$153K +$374 +3 +0.3%
CWM
1607
Cranbrook Wealth Management
Michigan
$152K – – –
MUS
1608
Mitsubishi UFJ Securities
Japan
$151K +$84.7K +680 +151%
CHP
1609
Cable Hill Partners
Oregon
$146K -$8.85K -71 -6%
APSP
1610
Asset Planning Services (Pennsylvania)
Pennsylvania
$146K +$748 +6 +0.5%
DSN
1611
D. Scott Neal
Kentucky
$144K – – –
PFSC
1612
Peoples Financial Services Corp
Pennsylvania
$136K – – –
NC
1613
Northpointe Capital
Michigan
$135K +$126K +1,010 New
AOWM
1614
Alpha Omega Wealth Management
Virginia
$134K – – –
MA
1615
MCF Advisors
Kentucky
$132K +$249 +2 +0.2%
GWS
1616
Glassman Wealth Services
Virginia
$124K +$125 +1 +0.1%
PCP
1617
Proficio Capital Partners
Massachusetts
$122K +$52.6K +422 +86%
PC
1618
Passport Capital
California
$121K -$60.9M -488,920 -100%
AWM
1619
AllSquare Wealth Management
New York
$120K +$24.9K +200 +29%
RPG
1620
Risk Paradigm Group
Texas
$118K +$28.7K +230 +35%
BAM
1621
Brave Asset Management
New Jersey
$115K – – –
EDRPMB
1622
Edmond de Rothschild Private Merchant Banking
United Kingdom
$108K -$20.3K -163 -17%
PFS
1623
Physicians Financial Services
North Carolina
$108K – – –
VHAM
1624
Van Hulzen Asset Management
California
$107K – – –
NCM
1625
Nelson Capital Management
California
$101K – – –
63 64
65
66 67