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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1301
Edge Wealth Management
New York
$22K -$6.49K -116 -22%
ECM
1302
Estabrook Capital Management
New York
$20K – – –
HI
1303
Hudock Inc
Pennsylvania
$19K +$56 +1 +0.3%
TWMP
1304
Taylor Wealth Management Partners
Massachusetts
$18K – – –
MA
1305
MCF Advisors
Kentucky
$17K -$26.2K -468 -59%
FMP
1306
Financial Management Professionals
Texas
$16K -$3.63K -65 -11%
OAJ
1307
Ogorek Anthony Joseph
New York
$16K – – –
RAM
1308
Riggs Asset Management
Pennsylvania
$16K – – –
SIA
1309
SeaBridge Investment Advisors
New Jersey
$16K – – –
ACM
1310
Armbruster Capital Management
New York
$16K +$11.2K +200 +200%
CJA
1311
C-J Advisory
California
$16K +$16.3K +291 New
CAL
1312
Capital Advisors Ltd
Ohio
$16K +$16.8K +300 New
QT
1313
Quantbot Technologies
New York
$16K +$17.4K +312 New
LWA
1314
Lenox Wealth Advisors
New York
$15K +$6.71K +120 +75%
PFO
1315
Pathstone Family Office
New Jersey
$14K -$2.29K -41 -14%
CPIG
1316
Chicago Partners Investment Group
Illinois
$14K – – –
EDRE
1317
Edmond de Rothschild (Europe)
Luxembourg
$14K – – –
DIA
1318
Davidson Investment Advisors
Montana
$13K – – –
DPA
1319
Delphi Private Advisors
California
$11K -$1.17K -21 -10%
ARMC
1320
American Research & Management Company
Massachusetts
$11K – – –
APSP
1321
Asset Planning Services (Pennsylvania)
Pennsylvania
$11K – – –
CWM
1322
Cranbrook Wealth Management
Michigan
$11K – – –
KLI
1323
Kelman-Lazarov Inc
Tennessee
$10.2K +$10.6K +190 New
PVH
1324
Psagot Value Holdings
Israel
$10K +$4.36K +78 +71%
ECM
1325
Exchange Capital Management
Michigan
$10K +$9K +161 +1,073%
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