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Name Holding Trade Value Shares
Change 		Change in
Stake
TWMP
1676
Taylor Wealth Management Partners
Massachusetts
$27K – – –
PHK
1677
Point72 Hong Kong
Hong Kong
$27K +$12.5K +100 +100%
WCM
1678
Wealthcare Capital Management
Virginia
$24K – – –
EDRE
1679
Edmond de Rothschild (Europe)
Luxembourg
$24K +$22.3K +179 New
LOCC
1680
Lombard Odier & Cie (Canada)
Quebec, Canada
$23K – – –
LWA
1681
Lowe Wealth Advisors
Maryland
$21K – – –
CTB
1682
Country Trust Bank
Illinois
$15K -$3.86K -31 -22%
IF
1683
Ironwood Financial
Arizona
$15K +$13.7K +110 New
FPTW
1684
Franklin, Parlapiano, Turner & Welch
Texas
$14K -$11.5K -92 -47%
CAM
1685
Cacti Asset Management
Georgia
$13K – – –
UOTTAIMCU
1686
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$10K +$9.35K +75 New
GP
1687
GLG Partners
United Kingdom
$9K -$810K -6,500 -99%
CP
1688
Corbenic Partners
Pennsylvania
$7K -$18.7K -150 -74%
PRS
1689
Pinkerton Retirement Specialists
Idaho
$7K -$872 -7 -6%
HWP
1690
Hefty Wealth Partners
Indiana
$7K – – –
PCM
1691
Penserra Capital Management
California
$6K -$1.37K -11 -18%
FMP
1692
Financial Management Professionals
Texas
$6K – – –
SAM
1693
Solaris Asset Management
New York
$6K – – –
PSC
1694
Prentiss Smith & Co
Vermont
$5K – – –
CS
1695
Credential Securities
$4.67K +$4.36K +35 New
UMA
1696
USA Mutuals Advisors
Texas
$3K – – –
WAMC
1697
Western Asset Management Company
California
$3K +$2.74K +22 New
CIM
1698
Contravisory Investment Management
Massachusetts
$2K – – –
SA
1699
SRH Advisors
Kansas
$2K – – –
PFO
1700
Pathstone Family Office
New Jersey
$2K +$168K +1,350 New
66 67
68
69 70