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Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
1876
D'Orazio & Associates
Virginia
$134K – – –
MFBTD
1877
MB Financial Bank - Trust Department
Illinois
$131K -$5.52K -120 -4%
MCM
1878
MV Capital Management
Maryland
$131K – – –
AIM
1879
Arcadia Investment Management
Michigan
$128K -$9.19K -200 -7%
SPI
1880
Santori & Peters Inc
Pennsylvania
$127K +$136K +2,955 New
LWM
1881
Lenox Wealth Management
Ohio
$122K +$965 +21 +0.8%
EWM
1882
Endurance Wealth Management
Rhode Island
$115K -$2.3K -50 -2%
RFWA
1883
RPg Family Wealth Advisory
Massachusetts
$112K – – –
PCM
1884
Poehling Capital Management
Wisconsin
$111K +$111K +2,411 New
PS
1885
Portfolio Strategies
New York
$109K +$109K +2,374 New
BBA
1886
Braun-Bostich & Associates
Pennsylvania
$109K +$110K +2,383 New
CIA
1887
Cascade Investment Advisors
Oregon
$109K +$20.9K +455 +24%
DCM
1888
Delpha Capital Management
New York
$98K +$98.3K +2,138 New
GWS
1889
Glassman Wealth Services
Virginia
$96K +$5.29K +115 +6%
LD
1890
Lipe & Dalton
New York
$92K – – –
AIM
1891
Assured Investment Management
New York
$92K +$92.3K +2,009 New
PWPS
1892
Pinnacle Wealth Planning Services
Ohio
$92K +$92.4K +2,011 New
WCMN
1893
Westchester Capital Management (Nebraska)
Nebraska
$90K -$1.61K -35 -2%
TCM
1894
Tradewinds Capital Management
Washington
$89K -$781 -17 -0.9%
TWMP
1895
Taylor Wealth Management Partners
Massachusetts
$84K -$460 -10 -0.5%
MA
1896
MCF Advisors
Kentucky
$84K – – –
FMP
1897
Financial Management Professionals
Texas
$84K +$92 +2 +0.1%
MGIA
1898
Moneta Group Investment Advisors
Missouri
$84K +$83.8K +1,823 New
LWA
1899
Lowe Wealth Advisors
Maryland
$82K – – –
GTAM
1900
Global Trust Asset Management
Florida
$82K +$82.7K +1,799 New
74 75
76
77 78