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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1601
Catamount Wealth Management
Connecticut
$68K -$20.9K -500 -23%
MA
1602
MCF Advisors
Kentucky
$64K – – –
CD
1603
Carl Domino
Florida
$64K +$66.3K +1,586 New
RBC
1604
Roble Belko & Company
Pennsylvania
$60K +$62.4K +1,491 New
AWM
1605
Avior Wealth Management
Nebraska
$58K +$16.4K +392 +38%
RCWMU
1606
Rothschild & Co Wealth Management (UK)
United Kingdom
$57K – – –
WA
1607
Winfield Associates
Ohio
$57K – – –
SC
1608
Saturna Capital
Washington
$54K – – –
FA
1609
Financial Advantage
Maryland
$53K – – –
SHJ
1610
Sharkey, Howes & Javer
Colorado
$53K +$54.9K +1,312 New
PR
1611
Payden & Rygel
California
$50K – – –
SAC
1612
Smith Affiliated Capital
New York
$49.6K – – –
TWMP
1613
Taylor Wealth Management Partners
Massachusetts
$49K +$50.2K +1,200 New
PC
1614
Permit Capital
Pennsylvania
$48K – – –
SMG
1615
Spectrum Management Group
Indiana
$46K – – –
RAM
1616
Riggs Asset Management
Pennsylvania
$45K – – –
BWFA
1617
Baltimore-Washington Financial Advisors
Maryland
$42K -$16.7K -400 -28%
AIM
1618
Acuity Investment Management
Ontario, Canada
$41K -$12.5K -300 -23%
NC
1619
NewSquare Capital
Pennsylvania
$41K – – –
KA
1620
Klingman & Associates
New York
$40K +$28K +669 +209%
RA
1621
Rational Advisors
New York
$36K -$24.4K -584 -40%
SIA
1622
SeaBridge Investment Advisors
New Jersey
$32K – – –
SAM
1623
Shamrock Asset Management
Texas
$28K – – –
HRIA
1624
Haberer Registered Investment Advisor
Ohio
$26K -$2.37M -56,586 -99%
FMP
1625
Financial Management Professionals
Texas
$26K – – –
63 64
65
66 67