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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2251
Laidlaw Wealth Management
New York
$3.81M -$711K -4,322 -15%
IDBONY
2252
Israel Discount Bank of New York
New York
$3.81M +$285K +1,734 +8%
PFO
2253
Pathstone Family Office
New Jersey
$3.8M +$557K +3,388 +16%
GEM
2254
Global Endowment Management
North Carolina
$3.8M +$3.96M +24,090 New
TPA
2255
Trivium Point Advisory
Connecticut
$3.79M -$66.8K -406 -2%
PA
2256
Procyon Advisors
Connecticut
$3.79M +$399K +2,424 +11%
KS
2257
Karpas Strategies
Connecticut
$3.78M +$3.13K +19 +0.1%
GIA
2258
Gladstone Institutional Advisory
Florida
$3.78M +$1.64M +9,988 +72%
BCA
2259
Bay Colony Advisors
Massachusetts
$3.78M +$663K +4,034 +20%
MS
2260
Mizuho Securities
Japan
$3.77M -$16.5M -100,043 -81%
CCA
2261
Catalyst Capital Advisors
New York
$3.77M -$2.37M -14,395 -38%
NPP
2262
New Potomac Partners
Maryland
$3.77M -$78.1K -475 -2%
DBRC
2263
D.B. Root & Company
Pennsylvania
$3.75M +$274K +1,665 +8%
FCFC
2264
First Commonwealth Financial Corp
Pennsylvania
$3.74M +$307K +1,867 +9%
JHCP
2265
Jackson Hole Capital Partners
Oklahoma
$3.73M +$413K +2,513 +12%
AG
2266
Algert Global
California
$3.73M – – –
FA
2267
FCG Advisors
New Jersey
$3.72M -$30.1K -183 -0.8%
NAS
2268
Nicolet Advisory Services
Wisconsin
$3.7M +$1.45M +8,823 +60%
CPA
2269
Clear Perspective Advisors
Illinois
$3.7M -$261K -1,585 -6%
CIP
2270
Capital Insight Partners
Arizona
$3.7M +$96.5K +587 +3%
BSA
2271
Bull Street Advisors
Georgia
$3.7M +$1.24M +7,549 +47%
CHP
2272
Cable Hill Partners
Oregon
$3.7M +$674K +4,098 +21%
NJBEST
2273
New Jersey Better Educational Savings Trust
New Jersey
$3.69M – – –
GP
2274
Geneva Partners
Wisconsin
$3.68M -$1.65M -10,005 -30%
CST
2275
Charles Schwab Trust
Nevada
$3.68M -$565K -3,435 -13%
89 90
91
92 93