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HP
HPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
801
MYCIO Wealth Partners
Pennsylvania
$184K +$45 +3 +0%
CFG
802
CKW Financial Group
Hawaii
$184K +$22.1K +1,491 +12%
EWM
803
Evercore Wealth Management
New York
$179K -$110K -7,407 -36%
CF
804
CenterStar Fund
Illinois
$179K – – –
NFG
805
Next Financial Group
Texas
$177K -$172K -11,605 -47%
TWA
806
TCI Wealth Advisors
Arizona
$177K -$15.6K -1,052 -8%
AWM
807
Avior Wealth Management
Nebraska
$173K -$736K -49,580 -80%
USGIU
808
U.S. Global Investors (USGI)
Texas
$168K – – –
SIG
809
Stanford Investment Group
California
$167K – – –
ANBT
810
American National Bank & Trust
Texas
$164K -$28.6K -1,924 -14%
DSC
811
Duncker Streett & Co
Missouri
$156K – – –
LNB
812
Ledyard National Bank
$149K +$138K +9,290 +569%
TSW
813
Thompson Siegel & Walmsley
Virginia
$144K – – –
VFA
814
Virtus Fund Advisers
Connecticut
$142K – – –
SC
815
SRB Corp
Massachusetts
$129K -$5.03K -339 -3%
DSI
816
Daiwa SB Investments
Japan
$122K -$1.4M -94,164 -91%
TCM
817
Tradewinds Capital Management
Washington
$116K +$59 +4 +0%
LWCFA
818
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$111K -$32.7K -2,202 -21%
HPBT
819
High Point Bank & Trust
North Carolina
$108K – – –
IPC
820
Independent Portfolio Consultants
Florida
$100K -$28.1K -1,894 -20%
HI
821
Hudock Inc
Pennsylvania
$94K -$4.35K -293 -4%
HCMT
822
Highland Capital Management (Tennessee)
Tennessee
$94K +$102K +6,877 New
MA
823
MCF Advisors
Kentucky
$93K +$431 +29 +0.4%
JFA
824
JNBA Financial Advisors
Minnesota
$92K -$8.49K -572 -8%
EDRH
825
Edmond de Rothschild Holding
Switzerland
$90K +$98.1K +6,608 New
31 32
33
34 35