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Name Holding Trade Value Shares
Change
Change in
Stake
SFPIA
926
Stevens First Principles Investment Advisors
California
$18K – – –
DPA
927
Delphi Private Advisors
California
$18K +$3.98K +102 +24%
LWM
928
Lenox Wealth Management
Ohio
$18K +$15K +384 +315%
EWM
929
Edge Wealth Management
New York
$16K – – –
SIA
930
SeaBridge Investment Advisors
New Jersey
$16K – – –
MWM
931
MinichMacGregor Wealth Management
New York
$16K +$78 +2 +0.4%
JSAM
932
J. Safra Asset Management
New York
$16K +$17.9K +459 New
ECM
933
Estabrook Capital Management
New York
$15.9K – – –
RPG
934
Risk Paradigm Group
Texas
$15K – – –
IWMPD
935
Integrated Wealth Management (Palm Desert)
California
$14K -$16K -409 -51%
GBT
936
Grove Bank & Trust
Florida
$14K -$1.75K -45 -10%
MWP
937
MYCIO Wealth Partners
Pennsylvania
$14K – – –
TFO
938
Tarbox Family Office
California
$14K – – –
PRS
939
Pinkerton Retirement Specialists
Idaho
$14K +$13.4K +344 +764%
IR
940
Invictus RG
Bermuda
$13K -$13.3K -342 -48%
AIM
941
Advantage Investment Management
Iowa
$12K – – –
WP
942
WealthPLAN Partners
Nebraska
$12K +$15K +385 New
First Manhattan
943
First Manhattan
New York
$11K -$3.86K -99 -24%
LWCFA
944
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K -$2.89K -74 -19%
WA
945
Winfield Associates
Ohio
$10K -$5.93K -152 -35%
JWA
946
JFS Wealth Advisors
Pennsylvania
$10K -$3.71K -95 -25%
RAM
947
Riggs Asset Management
Pennsylvania
$10K – – –
CAW
948
Cornerstone Advisors (Washington)
Washington
$9K -$85.2K -2,184 -90%
BWA
949
Burt Wealth Advisors
Maryland
$9K -$17.5K -449 -64%
SGAM
950
Smith Group Asset Management
Texas
$9K – – –