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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1626
Alpha Windward
Massachusetts
$97K – – –
KLWA
1627
Kelly Lawrence W & Associates
California
$96K – – –
TFO
1628
Tarbox Family Office
California
$94K +$1.61K +13 +2%
PFO
1629
Pathstone Family Office
New Jersey
$91K -$2.73K -22 -3%
LWM
1630
Lenox Wealth Management
Ohio
$91K +$16.6K +134 +23%
KCP
1631
KDI Capital Partners
North Carolina
$89K +$85.7K +690 New
KPCM
1632
Kings Point Capital Management
New York
$88K -$61.1K -492 -42%
KLI
1633
Kelman-Lazarov Inc
Tennessee
$82.2K +$29.9K +241 +60%
SHJ
1634
Sharkey, Howes & Javer
Colorado
$81K – – –
AIM
1635
Arcadia Investment Management
Michigan
$77K – – –
IC
1636
IKOS CIF
Cyprus
$77K +$74.5K +600 New
TG
1637
TLP Group
Illinois
$74K -$540K -4,352 -88%
OSNBOA
1638
Old Second National Bank of Aurora
Illinois
$71K +$24.8K +200 +57%
BC
1639
Blackhill Capital
New Jersey
$69K – – –
HDIM
1640
Hanson & Doremus Investment Management
Vermont
$69K – – –
CB
1641
Community Bank
New York
$68K -$11.2K -90 -15%
CWM
1642
Cedar Wealth Management
California
$64K – – –
CPA
1643
Cowen Prime Advisors
New York
$64K – – –
LOT
1644
Lombard Odier Transatlantic
Quebec, Canada
$64K +$37.2K +300 +150%
3C
1645
361 Capital
Colorado
$63K +$61.4K +495 New
JIR
1646
James Investment Research
Ohio
$60K +$58K +467 New
HCC
1647
Hirtle Callaghan & Co
Pennsylvania
$59K +$12.4K +100 +28%
KA
1648
Klingman & Associates
New York
$59K +$14K +113 +32%
RWA
1649
Ropes Wealth Advisors
Massachusetts
$53K +$22.3K +180 +78%
PFSC
1650
Peoples Financial Services Corp
Pennsylvania
$52K – – –
64 65
66
67 68