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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1501
Klingman & Associates
New York
$40K +$20.5K +200 +110%
AIA
1502
Allegis Investment Advisors
Idaho
$39K +$37.8K +368 New
LWA
1503
Lowe Wealth Advisors
Maryland
$33K – – –
RPG
1504
Risk Paradigm Group
Texas
$31.4K – – –
PAIM
1505
Punch & Associates Investment Management
Minnesota
$31.4K +$30.8K +300 New
APSP
1506
Asset Planning Services (Pennsylvania)
Pennsylvania
$31K – – –
EDRPMB
1507
Edmond de Rothschild Private Merchant Banking
United Kingdom
$31K – – –
CBT
1508
Central Bank & Trust
Kentucky
$30K +$23.7K +231 +405%
ANBT
1509
American National Bank & Trust
Texas
$28K – – –
SIA
1510
SeaBridge Investment Advisors
New Jersey
$28K – – –
PIM
1511
Parasol Investment Management
Illinois
$26K – – –
WCM
1512
Wealthcare Capital Management
Virginia
$26K – – –
OC
1513
Oakworth Capital
Alabama
$26K +$2.36K +23 +10%
LWM
1514
Lenox Wealth Management
Ohio
$25K +$1.95K +19 +9%
MFW
1515
Mosaic Family Wealth
Missouri
$24K +$23.6K +230 New
LOCC
1516
Lombard Odier & Cie (Canada)
Quebec, Canada
$21K -$205K -2,000 -91%
DOA
1517
D'Orazio & Associates
Virginia
$21K – – –
LOT
1518
Lombard Odier Transatlantic
Quebec, Canada
$21K – – –
OSNBOA
1519
Old Second National Bank of Aurora
Illinois
$21K – – –
PO
1520
Private Ocean
California
$21K – – –
AAC
1521
Asset Advisors Corp
Georgia
$21K +$20.5K +200 New
PFG
1522
Piershale Financial Group
Illinois
$21K +$20.5K +200 New
SAM
1523
Sunnymeath Asset Management
New Jersey
$21K +$20.5K +200 New
CAL
1524
Capital Analysts LLC
Pennsylvania
$20.9K -$20.5K -200 -50%
BWA
1525
Burt Wealth Advisors
Maryland
$20K +$20.5K +200 New
59 60
61
62 63