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Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
1151
Lenox Wealth Advisors
New York
$79K +$26.7K +472 +58%
KPCM
1152
Kings Point Capital Management
New York
$77K -$21.5K -380 -23%
CWM
1153
Catamount Wealth Management
Connecticut
$74K -$22.6K -400 -25%
AWS
1154
Aris Wealth Services
Pennsylvania
$68K -$123K -2,168 -66%
UFA
1155
US Financial Advisors
Massachusetts
$68K +$24.2K +428 +63%
MCA
1156
Mercer Capital Advisers
New Jersey
$65K – – –
EDRPMB
1157
Edmond de Rothschild Private Merchant Banking
United Kingdom
$64K +$59.1K +1,044 New
CFA
1158
CT Financial Advisors
Pennsylvania
$62.2K – – –
BKA
1159
Brick & Kyle Associates
Pennsylvania
$61K +$22.6K +400 +67%
LWM
1160
Lenox Wealth Management
Ohio
$57K +$23.2K +410 +80%
IMS
1161
Index Management Solutions
Pennsylvania
$52K -$23.5K -416 -33%
PCC
1162
Park Circle Company
Maryland
$49K – – –
BCB
1163
Brian C. Broderick
$49K +$45.3K +800 New
TSU
1164
TD Securities (USA)
New York
$48K -$31.9M -563,300 -100%
H
1165
Hexavest
Quebec, Canada
$47K – – –
SHJ
1166
Sharkey, Howes & Javer
Colorado
$46K – – –
QCG
1167
Quadrant Capital Group
Ohio
$45K -$35.9K -634 -45%
GAM
1168
Gemmer Asset Management
California
$43K – – –
EDRE
1169
Edmond de Rothschild (Europe)
Luxembourg
$42K -$239K -4,222 -86%
BAM
1170
Brave Asset Management
New Jersey
$40K – – –
BGIM
1171
Brandywine Global Investment Management
Pennsylvania
$39K – – –
TFO
1172
Tarbox Family Office
California
$39K +$679 +12 +2%
TWA
1173
TCI Wealth Advisors
Arizona
$39K +$5.32K +94 +17%
CA
1174
CapWealth Advisors
Tennessee
$37K – – –
RCG
1175
Ruggie Capital Group
Florida
$37K +$32.4K +572 New
45 46
47
48 49