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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1701
Edge Wealth Management
New York
$114K – – –
CCMW
1702
Cypress Capital Management (Wyoming)
Wyoming
$112K – – –
TDC
1703
Thompson Davis & Co
Virginia
$111K -$174K -1,148 -61%
KPCM
1704
Kings Point Capital Management
New York
$111K – – –
TJHA
1705
Thomas J. Herzfeld Advisors
Florida
$111K +$911 +6 +0.8%
CII
1706
Capital International Inc
California
$110K – – –
CAL
1707
Capital Analysts LLC
Pennsylvania
$109K +$13.8K +91 +14%
KKAMG
1708
Kernodle & Katon Asset Management Group
Arkansas
$109K +$5.46K +36 +5%
MIC
1709
MU Investments Company
Japan
$107K -$103K -680 -49%
RBC
1710
Roble Belko & Company
Pennsylvania
$107K – – –
TCCM
1711
Timber Creek Capital Management
Massachusetts
$103K – – –
AIM
1712
Acrospire Investment Management
Illinois
$95K +$15.9K +105 +20%
LYV
1713
Live Your Vision
Pennsylvania
$90K +$89.5K +590 New
FMP
1714
Financial Management Professionals
Texas
$85K -$4.86K -32 -5%
PCP
1715
Proficio Capital Partners
Massachusetts
$79K – – –
AIM
1716
Arcadia Investment Management
Michigan
$79K +$47.2K +311 +147%
RPG
1717
Risk Paradigm Group
Texas
$68.1K – – –
OSNBOA
1718
Old Second National Bank of Aurora
Illinois
$68K – – –
SHJ
1719
Sharkey, Howes & Javer
Colorado
$68K – – –
ST
1720
Sphinx Trading
Illinois
$64K -$15.9K -105 -20%
LOT
1721
Lombard Odier Transatlantic
Quebec, Canada
$64K – – –
FAM
1722
Fred Alger Management
New York
$59K -$2.13K -14 -3%
RFWA
1723
RPg Family Wealth Advisory
Massachusetts
$58.6K -$6.53K -43 -10%
WCM
1724
Wealthcare Capital Management
Virginia
$56K +$455 +3 +0.8%
IUHSA
1725
Itau Unibanco Holding S.A.
Brazil
$51K +$50.8K +335 New