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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1201
Paradigm Asset Management
New York
$167K – – –
EWM
1202
Endurance Wealth Management
Rhode Island
$166K – – –
IIC
1203
Integrated Investment Consultants
Michigan
$159K +$167K +2,101 New
FA
1204
Fortis Advisors
Pennsylvania
$152K – – –
HFM
1205
Hartford Financial Management
Connecticut
$151K – – –
MOS
1206
MGO One Seven
Ohio
$149K +$8.49K +107 +6%
WTB
1207
Washington Trust Bank
Washington
$147K -$38.4K -484 -20%
SWA
1208
Sutton Wealth Advisors
Florida
$146K – – –
FCAG
1209
First Capital Advisors Group
New Jersey
$143K +$149K +1,882 New
NSIM
1210
North Star Investment Management
Illinois
$142K – – –
EDRH
1211
Edmond de Rothschild Holding
Switzerland
$137K -$79.3K -1,000 -36%
TDC
1212
Thompson Davis & Co
Virginia
$136K +$37.6K +474 +36%
BWA
1213
BDO Wealth Advisors
Florida
$135K -$44.4K -560 -24%
LWA
1214
Lenox Wealth Advisors
New York
$133K +$98.2K +1,238 +239%
TFS
1215
TrustCore Financial Services
Tennessee
$129K -$7.93K -100 -6%
DOA
1216
D'Orazio & Associates
Virginia
$129K – – –
WDL
1217
Well Done LLC
Michigan
$128K +$133K +1,681 New
SFSIG
1218
San Francisco Sentry Investment Group
California
$127K -$23.8K -300 -15%
CPP
1219
Crow Point Partners
Massachusetts
$126K +$21.3K +268 +19%
SBL
1220
Sargent Bickham Lagudis
Colorado
$125K – – –
KTC
1221
Kistler-Tiffany Companies
Pennsylvania
$124K -$30K -378 -19%
WOC
1222
West Oak Capital
California
$123K -$21.8K -275 -14%
PMFA
1223
Plante Moran Financial Advisors
Michigan
$123K +$39.3K +496 +44%
QAM
1224
QCI Asset Management
New York
$119K +$76.9K +970 +161%
AAP
1225
Arax Advisory Partners
Colorado
$117K -$139K -1,752 -53%
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