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Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1801
Gemmer Asset Management
California
$149K -$1.65K -36 -1%
SIAS
1802
Shine Investment Advisory Services
Colorado
$147K – – –
AC
1803
Avestar Capital
New York
$145K -$13.6K -297 -7%
WIM
1804
Westside Investment Management
California
$141K +$4.57K +100 +3%
AAP
1805
Arax Advisory Partners
Colorado
$141K -$114K -2,499 -45%
BWP
1806
Baldwin Wealth Partners
Massachusetts
$139K -$9.14K -200 -6%
ACM
1807
AUA Capital Management
Pennsylvania
$139K – – –
VIM
1808
Veritas Investment Management
United Kingdom
$139K – – –
BWA
1809
BDO Wealth Advisors
Florida
$136K -$9.82K -215 -7%
ST
1810
Sageworth Trust
Pennsylvania
$135K +$54.8K +1,200 +69%
MCM
1811
MV Capital Management
Maryland
$132K – – –
NWM
1812
Northwest Wealth Management
Iowa
$130K -$5.03K -110 -4%
SEIA
1813
Signature Estate & Investment Advisors
California
$128K +$5.71K +125 +5%
WIA
1814
Westbourne Investment Advisors
Maryland
$117K +$116K +2,529 New
CPH
1815
C Partners Holding
Switzerland
$116K -$118K -2,575 -51%
PCTC
1816
Perkins Coie Trust Company
Washington
$116K – – –
WA
1817
WP Advisors
California
$114K +$1K +22 +0.9%
CFD
1818
Creative Financial Designs
Indiana
$113K -$73.7K -1,614 -40%
SMG
1819
Spectrum Management Group
Indiana
$113K – – –
TIM
1820
Tortoise Investment Management
New York
$113K – – –
MFBTD
1821
MB Financial Bank - Trust Department
Illinois
$111K -$3.38K -74 -3%
AIIMS
1822
Analyst IMS Investment Management Services
Israel
$110K +$110K +2,400 New
TWMP
1823
Taylor Wealth Management Partners
Massachusetts
$106K – – –
TCM
1824
Tradewinds Capital Management
Washington
$105K -$19.5K -426 -16%
LWM
1825
Lenox Wealth Management
Ohio
$104K -$18.9K -413 -16%
71 72
73
74 75