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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2076
Baystate Wealth Management
Massachusetts
$220K -$45.4K -955 -18%
DFIG
2077
Dragon Financial & Investment Group
California
$220K +$201K +4,232 New
CC
2078
Colrain Capital
Massachusetts
$219K +$200K +4,200 New
DAM
2079
Deltec Asset Management
New York
$219K +$200K +4,210 New
CWM
2080
Cranbrook Wealth Management
Michigan
$215K – – –
BHTS
2081
Bar Harbor Trust Services
Maine
$215K +$197K +4,137 New
KC
2082
KHP Capital
Oklahoma
$214K +$195K +4,100 New
BA
2083
Birinyi Associates
Connecticut
$214K +$195K +4,109 New
OKSA
2084
O'Keefe Stevens Advisory
New York
$214K +$195K +4,110 New
BW
2085
Biegel & Waller
Maryland
$214K +$195K +4,112 New
TA
2086
Trellis Advisors
Washington
$214K +$196K +4,120 New
LPC
2087
Loeb Partners Corp
New York
$213K -$314K -6,600 -62%
BWFA
2088
Baltimore-Washington Financial Advisors
Maryland
$213K +$195K +4,103 New
SMG
2089
Spectrum Management Group
Indiana
$211K – – –
DDC
2090
Daniel Devine & Co
Florida
$211K +$192K +4,050 New
ACM
2091
Ashford Capital Management
Delaware
$208K +$190K +4,000 New
BMO
2092
Beck Mack & Oliver
New York
$208K +$190K +4,000 New
JCP
2093
Jabre Capital Partners
Switzerland
$208K +$190K +4,000 New
PAWC
2094
P.A.W. Capital
Connecticut
$208K +$190K +4,000 New
RMSCM
2095
R.M. Sincerbeaux Capital Management
New York
$208K +$190K +4,000 New
BLA
2096
Balter Liquid Alternatives
Massachusetts
$207K -$405K -8,519 -68%
LWM
2097
Lyons Wealth Management
Florida
$206K -$813K -17,117 -81%
JWA
2098
JFS Wealth Advisors
Pennsylvania
$205K -$13.3K -280 -7%
TL
2099
TrueWealth LLC
Georgia
$204K -$22K -462 -11%
DLHL
2100
Donald L. Hagan LLC
Florida
$203K +$186K +3,917 New
82 83
84
85 86