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Name Holding Trade Value Shares
Change 		Change in
Stake
IMS
1351
Index Management Solutions
Pennsylvania
$29K -$338K -3,685 -92%
LWA
1352
Lowe Wealth Advisors
Maryland
$28K – – –
APSP
1353
Asset Planning Services (Pennsylvania)
Pennsylvania
$27K – – –
EDRPMB
1354
Edmond de Rothschild Private Merchant Banking
United Kingdom
$27K +$27.5K +300 New
RPG
1355
Risk Paradigm Group
Texas
$27K -$4.13K -45 -13%
ANBT
1356
American National Bank & Trust
Texas
$24K – – –
SIA
1357
SeaBridge Investment Advisors
New Jersey
$24K – – –
WCM
1358
Wealthcare Capital Management
Virginia
$22K – – –
PIM
1359
Parasol Investment Management
Illinois
$22K +$4.59K +50 +25%
DOA
1360
D'Orazio & Associates
Virginia
$21K – – –
OC
1361
Oakworth Capital
Alabama
$20K – – –
LWM
1362
Lenox Wealth Management
Ohio
$20K +$459 +5 +2%
LOT
1363
Lombard Odier Transatlantic
Quebec, Canada
$18K – – –
OSNBOA
1364
Old Second National Bank of Aurora
Illinois
$18K – – –
PO
1365
Private Ocean
California
$18K +$18.4K +200 New
KA
1366
Klingman & Associates
New York
$16K -$22.4K -244 -57%
MCM
1367
MV Capital Management
Maryland
$15K -$26.5K -289 -64%
AIM
1368
Act II Management
New York
$13.7K -$1.38M -15,000 -9%
TCM
1369
Tanaka Capital Management
New York
$13K – – –
PFO
1370
Pathstone Family Office
New Jersey
$10K -$3.21K -35 -24%
SAM
1371
Shamrock Asset Management
Texas
$10K – – –
BCMIO
1372
Beacon Capital Management Inc (Ohio)
Ohio
$9K – – –
BAM
1373
Brave Asset Management
New Jersey
$9K – – –
CA
1374
CapWealth Advisors
Tennessee
$9K – – –
FIG
1375
Fusion Investment Group
Pennsylvania
$9K – – –
53 54
55
56 57