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Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
601
Bray Capital Advisors
Florida
$9K +$10.3K +302 New
JFGIW
602
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K – – –
GWM
603
Gupta Wealth Management
California
$7K +$3.41K +100 +67%
TIM
604
Tortoise Investment Management
New York
$7K +$8.41K +247 New
CIA
605
Choate Investment Advisors
Massachusetts
$6.11K -$198K -5,824 -97%
CG
606
Colony Group
Massachusetts
$6K – – –
DOA
607
D'Orazio & Associates
Virginia
$6K – – –
MWP
608
MYCIO Wealth Partners
Pennsylvania
$6K – – –
TWMP
609
Taylor Wealth Management Partners
Massachusetts
$6K – – –
VIA
610
Vident Investment Advisory
Georgia
$6K +$6.95K +204 New
MPWT
611
MassMutual Private Wealth & Trust
Connecticut
$5.54K +$5.21K +153 New
TFO
612
Tarbox Family Office
California
$5K -$3.24K -95 -34%
OSNBOA
613
Old Second National Bank of Aurora
Illinois
$5K – – –
RWM
614
Raffa Wealth Management
District of Columbia
$4.41K – – –
TF
615
Tompkins Financial
New York
$4K -$886 -26 -16%
QAM
616
QCI Asset Management
New York
$4K – – –
RWA
617
Ropes Wealth Advisors
Massachusetts
$4K – – –
ARMC
618
American Research & Management Company
Massachusetts
$3K – – –
CAW
619
Cornerstone Advisors (Washington)
Washington
$3K – – –
HPBT
620
High Point Bank & Trust
North Carolina
$3K – – –
WTC
621
WhitTier Trust Company
Nevada
$3K – – –
IFA
622
Interactive Financial Advisors
Illinois
$3K +$3.41K +100 New
WOC
623
West Oak Capital
California
$2.2K – – –
RAM
624
Riggs Asset Management
Pennsylvania
$2K – – –
AWM
625
AllSquare Wealth Management
New York
$2K +$2.42K +71 New
23 24
25
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