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Name Holding Trade Value Shares
Change 		Change in
Stake
PCC
801
Park Circle Company
Maryland
$42K – – –
OWD
802
Osborn Williams & Donohoe
Ohio
$42K +$38.9K +600 New
LWM
803
Liberty Wealth Management
California
$41K -$907 -14 -2%
RFM
804
Royal Fund Management
Florida
$41K -$777 -12 -2%
YWP
805
YorkBridge Wealth Partners
New York
$40K +$9.91K +153 +37%
VFA
806
Valeo Financial Advisors
Indiana
$39K -$6.02K -93 -14%
CAW
807
Cornerstone Advisors (Washington)
Washington
$39K +$7.71K +119 +27%
KFS
808
Kelly Financial Services
Massachusetts
$38K +$35.2K +544 New
FHA
809
Flagship Harbor Advisors
Massachusetts
$37K +$6.61K +102 +23%
APA
810
American Portfolios Advisors
New York
$36.7K +$5.5K +85 +19%
PWM
811
PRW Wealth Management
Massachusetts
$36K – – –
MFBTD
812
MB Financial Bank - Trust Department
Illinois
$35K -$319K -4,925 -91%
AWM
813
AllSquare Wealth Management
New York
$35K – – –
KTC
814
Kistler-Tiffany Companies
Pennsylvania
$35K – – –
OIA
815
Optimum Investment Advisors
Illinois
$35K – – –
RFA
816
Reilly Financial Advisors
California
$35K – – –
SQA
817
Simon Quick Advisors
New Jersey
$35K +$32.4K +500 New
SCM
818
Silvant Capital Management
Georgia
$34K +$13.3K +205 +72%
MNBTD
819
Moody National Bank Trust Division
Texas
$33K +$13K +201 +74%
CIM
820
Centersquare Investment Management
Pennsylvania
$32K -$9.71K -150 -24%
CAC
821
Certified Advisory Corp
Florida
$32K +$2.53K +39 +9%
BHWM
822
Bay Harbor Wealth Management
Maryland
$31K – – –
CWA
823
Clarus Wealth Advisors
Arizona
$31K +$389 +6 +1%
CCM
824
Covington Capital Management
California
$28K -$12K -185 -32%
ADL
825
Asset Dedication LLC
California
$28K – – –
31 32
33
34 35