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Name Holding Trade Value Shares
Change 		Change in
Stake
TWMP
1926
Taylor Wealth Management Partners
Massachusetts
$24K -$3.62K -100 -13%
PO
1927
Private Ocean
California
$21K +$145 +4 +0.7%
AWMS
1928
Advocacy Wealth Management Services
Georgia
$20K +$1.09K +30 +6%
IDBONY
1929
Israel Discount Bank of New York
New York
$18K -$18.1K -500 -50%
IF
1930
Ironwood Financial
Arizona
$18K – – –
CAM
1931
ClariVest Asset Management
California
$16K -$45.1M -1,247,238 -100%
CTB
1932
Country Trust Bank
Illinois
$16K -$434 -12 -3%
NYLT
1933
New York Life Trust
New York
$15K -$258K -7,122 -94%
WAS
1934
Winch Advisory Services
Wisconsin
$15K +$4.96K +137 +47%
RFWA
1935
RPg Family Wealth Advisory
Massachusetts
$14.1K -$4.78K -132 -25%
IPC
1936
Independent Portfolio Consultants
Florida
$14K -$164K -4,535 -92%
SAM
1937
Shamrock Asset Management
Texas
$14K – – –
NC
1938
NewSquare Capital
Pennsylvania
$14K +$9.08K +251 +201%
FA
1939
Fortis Advisors
Pennsylvania
$14K +$14.5K +400 New
GWA
1940
Guidant Wealth Advisors
Illinois
$13K – – –
MAS
1941
Madden Advisory Services
Florida
$13K +$13.9K +385 New
HCM
1942
Horrell Capital Management
Arkansas
$12K – – –
PS
1943
Portfolio Solutions
Michigan
$11K +$10.9K +300 New
IUHSA
1944
Itau Unibanco Holding S.A.
Brazil
$9K -$40.5K -1,120 -82%
WCBA
1945
Weaver C. Barksdale & Associates
Tennessee
$9K – – –
WCM
1946
Wealthcare Capital Management
Virginia
$8K – – –
SIA
1947
SeaBridge Investment Advisors
New Jersey
$4K – – –
LWA
1948
Lenox Wealth Advisors
New York
$4K +$3.8K +105 New
CIM
1949
Contravisory Investment Management
Massachusetts
$3K – – –
SLF
1950
Sun Life Financial
Ontario, Canada
$2.55K +$3.33K +92 New
76 77
78
79 80