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Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
1026
Holt Capital Partners
Texas
$173K – – –
AIM
1027
Assured Investment Management
New York
$170K +$170K +1,964 New
WRM
1028
Westport Resources Management
Connecticut
$168K +$12.1K +140 +8%
HPBT
1029
High Point Bank & Trust
North Carolina
$165K -$867 -10 -0.5%
CS
1030
Credential Securities
$160K +$1.21K +14 +0.8%
GWS
1031
Glassman Wealth Services
Virginia
$151K +$260 +3 +0.2%
RA
1032
Rational Advisors
New York
$140K -$39.3K -453 -22%
BAM
1033
Brave Asset Management
New Jersey
$138K – – –
TF
1034
Tompkins Financial
New York
$134K +$83.7K +965 +164%
SFPIA
1035
Stevens First Principles Investment Advisors
California
$130K +$86.7K +1,000 +200%
WA
1036
WFG Advisors
Texas
$117K -$22.1K -255 -16%
MIC
1037
MU Investments Company
Japan
$110K – – –
CFG
1038
CKW Financial Group
Hawaii
$104K – – –
BAM
1039
Bruderman Asset Management
New York
$98K +$98.5K +1,135 New
AF
1040
Allworth Financial
California
$97K +$97.1K +1,119 New
TRCT
1041
Tower Research Capital (TRC)
New York
$92K -$26.3K -303 -22%
RIA
1042
Regal Investment Advisors
Michigan
$89K -$38.6K -445 -30%
LWA
1043
Lowe Wealth Advisors
Maryland
$89K – – –
TDC
1044
Thompson Davis & Co
Virginia
$88K -$101K -1,165 -53%
GWA
1045
Genesis Wealth Advisors
Massachusetts
$86.9K – – –
AWM
1046
AllSquare Wealth Management
New York
$86K – – –
BOK
1047
Bank of Kentucky
Kentucky
$86K – – –
MWP
1048
MYCIO Wealth Partners
Pennsylvania
$86K – – –
KPCM
1049
Kings Point Capital Management
New York
$86K +$21.9K +253 +34%
TWMP
1050
Taylor Wealth Management Partners
Massachusetts
$86K +$86.7K +1,000 New
40 41
42
43 44