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Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
1601
Van Hulzen Asset Management
California
$181K +$40.4K +303 +27%
GAM
1602
Gemmer Asset Management
California
$178K – – –
PFO
1603
Pathstone Family Office
New Jersey
$174K – – –
RFWA
1604
RPg Family Wealth Advisory
Massachusetts
$165K – – –
FA
1605
Friess Associates
Delaware
$161K – – –
NC
1606
NewSquare Capital
Pennsylvania
$159K – – –
RCG
1607
Ruggie Capital Group
Florida
$149K – – –
CWM
1608
Cranbrook Wealth Management
Michigan
$147K – – –
QT
1609
Quantbot Technologies
New York
$145K -$8.71M -65,377 -98%
CHP
1610
Cable Hill Partners
Oregon
$145K +$14K +105 +10%
GWS
1611
Glassman Wealth Services
Virginia
$144K +$14.8K +111 +11%
TDC
1612
Thompson Davis & Co
Virginia
$143K -$126K -948 -46%
JCM
1613
Jacobi Capital Management
Pennsylvania
$143K – – –
APSP
1614
Asset Planning Services (Pennsylvania)
Pennsylvania
$142K +$267 +2 +0.2%
MUS
1615
Mitsubishi UFJ Securities
Japan
$140K – – –
GBBWRPM
1616
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$138K +$21.5K +161 +18%
EWM
1617
Edge Wealth Management
New York
$137K +$400 +3 +0.3%
PCP
1618
Proficio Capital Partners
Massachusetts
$135K -$10.9K -82 -7%
BWP
1619
Baldwin Wealth Partners
Massachusetts
$133K -$51.3K -385 -27%
MA
1620
MCF Advisors
Kentucky
$133K +$267 +2 +0.2%
AOWM
1621
Alpha Omega Wealth Management
Virginia
$129K – – –
CF
1622
CenterStar Fund
Illinois
$128K – – –
TJHA
1623
Thomas J. Herzfeld Advisors
Florida
$125K +$533 +4 +0.4%
AWM
1624
AllSquare Wealth Management
New York
$116K – – –
PFSC
1625
Peoples Financial Services Corp
Pennsylvania
$116K – – –
63 64
65
66 67