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Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
2526
Lenox Wealth Advisors
New York
$86K +$25.8K +431 +43%
CFFP
2527
Center for Financial Planning
Michigan
$85K -$17.5K -292 -17%
DOA
2528
D'Orazio & Associates
Virginia
$85K – – –
BHWM
2529
Bay Harbor Wealth Management
Maryland
$85K +$12.3K +206 +17%
KIG
2530
Kessler Investment Group
Indiana
$80K -$2.09K -35 -3%
TCM
2531
TD Capital Management
Tennessee
$80K – – –
HS
2532
Horan Securities
United States
$77K +$3.59K +60 +5%
CTB
2533
Country Trust Bank
Illinois
$77K +$5.98K +100 +8%
CWM
2534
Campbell Wealth Management
Virginia
$74K +$73.7K +1,233 New
SC
2535
Solstein Capital
California
$73K – – –
NCM
2536
New Capital Management
Texas
$70K – – –
BAMG
2537
Brand Asset Management Group
Missouri
$70K +$179 +3 +0.3%
PA
2538
Perennial Advisors
New York
$70K +$69.8K +1,167 New
CPA
2539
Cowen Prime Advisors
New York
$67K -$5.98K -100 -5%
CAL
2540
Capital Advisors Ltd
Ohio
$67K – – –
MS
2541
Mizuho Securities
Japan
$65K – – –
AA
2542
AlphaMark Advisors
Kentucky
$65K +$60 +1 +0.1%
RWM
2543
Raffa Wealth Management
District of Columbia
$64K +$1.85K +31 +3%
EWM
2544
Elmwood Wealth Management
California
$63K -$62.8K -1,051 -50%
JWM
2545
Janiczek Wealth Management
Colorado
$63K +$1.5K +25 +2%
HIIFS
2546
Harel Insurance Investments & Financial Services
Israel
$61K -$249K -4,163 -80%
MS
2547
Marshall & Sullivan
Washington
$60K +$59.8K +1,000 New
GAAM
2548
Guinness Atkinson Asset Management
California
$58K +$3.05K +51 +6%
PCC
2549
Park Circle Company
Maryland
$54K – – –
WAS
2550
Winch Advisory Services
Wisconsin
$54K +$9.81K +164 +22%
100 101
102
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