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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2101
Modera Wealth Management
New Jersey
$355K -$13.2K -72 -4%
DW
2102
Domani Wealth
Pennsylvania
$351K -$11K -60 -3%
PO
2103
Private Ocean
California
$351K +$145K +791 +77%
FCMC
2104
Founders Capital Management (Connecticut)
Connecticut
$349K – – –
NC
2105
NewSquare Capital
Pennsylvania
$349K +$100K +550 +44%
CC
2106
Cornerstone Capital
California
$348K -$80.4K -440 -20%
PAM
2107
Paradigm Asset Management
New York
$347K +$73.1K +400 +29%
WA
2108
WealthTrust Axiom
Pennsylvania
$347K -$19.2K -105 -6%
BIM
2109
Bridgecreek Investment Management
Oklahoma
$347K +$18.3K +100 +6%
BBA
2110
Braun-Bostich & Associates
Pennsylvania
$346K -$292K -1,599 -47%
SIA
2111
Strategic Investment Advisors
Michigan
$343K +$23.6K +129 +8%
FAG
2112
Financial Advisory Group
Texas
$343K +$311K +1,701 New
CCM
2113
Carlson Capital Management
Minnesota
$342K -$82.8K -453 -20%
CCFCSB
2114
Cape Cod Five Cents Savings Bank
Massachusetts
$342K -$8.59K -47 -3%
KPCM
2115
Kings Point Capital Management
New York
$342K +$365 +2 +0.1%
IF
2116
IRON Financial
Illinois
$342K +$374K +2,049 New
SQA
2117
Simon Quick Advisors
New Jersey
$339K -$50.4K -276 -14%
PTC
2118
Provident Trust Company
Wisconsin
$339K – – –
TCM
2119
Traynor Capital Management
Pennsylvania
$336K -$25.8K -141 -7%
CAM
2120
CenterStar Asset Management
Illinois
$336K – – –
W
2121
Wealthquest
Ohio
$336K – – –
WA1
2122
Wimmer Associates 1
California
$336K +$44K +241 +16%
LFG
2123
Larson Financial Group
Missouri
$335K +$44.2K +242 +16%
B
2124
Bellecapital
Switzerland
$333K -$95K -520 -23%
HCM
2125
Hall Capital Management
Rhode Island
$333K -$28.3K -155 -8%
83 84
85
86 87