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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1626
Acuity Investment Management
Ontario, Canada
$41K -$12.5K -300 -23%
NC
1627
NewSquare Capital
Pennsylvania
$41K – – –
KA
1628
Klingman & Associates
New York
$40K +$28K +669 +209%
RA
1629
Rational Advisors
New York
$36K -$24.4K -584 -40%
SIA
1630
SeaBridge Investment Advisors
New Jersey
$32K – – –
SAM
1631
Shamrock Asset Management
Texas
$28K – – –
HRIA
1632
Haberer Registered Investment Advisor
Ohio
$26K -$2.37M -56,586 -99%
FMP
1633
Financial Management Professionals
Texas
$26K – – –
ST
1634
Somerset Trust
Pennsylvania
$24K – – –
AA
1635
Apriem Advisors
California
$23K -$10.5K -251 -31%
EWM
1636
Edge Wealth Management
New York
$21K +$627 +15 +3%
JAM
1637
JCIC Asset Management
Ontario, Canada
$21K +$21.4K +511 New
IMS
1638
Index Management Solutions
Pennsylvania
$20K -$16.1K -384 -44%
EMA
1639
Efficient Market Advisors
California
$20K – – –
UFA
1640
US Financial Advisors
Massachusetts
$20K – – –
IRS
1641
Invictus RG (Singapore)
Singapore
$20K +$20.9K +500 New
TJHA
1642
Thomas J. Herzfeld Advisors
Florida
$18K +$10.4K +248 +119%
GXMC
1643
Global X Management Company
New York
$17K -$2.17K -52 -11%
PO
1644
Private Ocean
California
$16K -$1.67M -39,895 -99%
AII
1645
AGF Investments Inc
Ontario, Canada
$16K +$4.18K +100 +33%
WCM
1646
Wealthcare Capital Management
Virginia
$16K +$16.2K +387 New
IPC
1647
Independent Portfolio Consultants
Florida
$16K +$16.4K +391 New
CP
1648
Corbenic Partners
Pennsylvania
$14K – – –
DW
1649
Domani Wealth
Pennsylvania
$12.5K +$21.2K +508 New
RWM
1650
Raffa Wealth Management
District of Columbia
$9.81K +$2.47K +59 +32%
64 65
66
67 68