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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1401
Catamount Wealth Management
Connecticut
$16K +$14.7K +266 +1,064%
OFW
1402
Omnia Family Wealth
Florida
$15K +$15.2K +275 New
MA
1403
MCF Advisors
Kentucky
$14K -$3.82K -69 -22%
HCM
1404
Herndon Capital Management
Georgia
$11K -$427K -7,716 -97%
ACM
1405
Armbruster Capital Management
New York
$11K -$5.54K -100 -33%
ARMC
1406
American Research & Management Company
Massachusetts
$11K – – –
APSP
1407
Asset Planning Services (Pennsylvania)
Pennsylvania
$11K – – –
CWM
1408
Cranbrook Wealth Management
Michigan
$11K – – –
GWA
1409
Guidant Wealth Advisors
Illinois
$11K – – –
TCCM
1410
Timber Creek Capital Management
Massachusetts
$11K – – –
AIM
1411
Acrospire Investment Management
Illinois
$11K +$11.1K +200 New
LJHT
1412
Laurie J. Hall Trustee
$11K +$11.1K +200 New
DPA
1413
Delphi Private Advisors
California
$10K -$1.11K -20 -10%
HFM
1414
Hartford Financial Management
Connecticut
$9K – – –
LWM
1415
Lenox Wealth Management
Ohio
$9K +$8.53K +154 +2,567%
SAC
1416
Smith Affiliated Capital
New York
$8.33K – – –
HWM
1417
Holloway Wealth Management
Florida
$8K – – –
PVH
1418
Psagot Value Holdings
Israel
$7K -$3.32K -60 -32%
AWM
1419
Avior Wealth Management
Nebraska
$6K – – –
FPTW
1420
Franklin, Parlapiano, Turner & Welch
Texas
$6K – – –
RWG
1421
Regal Wealth Group
California
$5K – – –
WHG
1422
Westwood Holdings Group
Texas
$5K – – –
LA
1423
Legacy Advisors
Pennsylvania
$5K +$5.54K +100 New
HWP
1424
Hefty Wealth Partners
Indiana
$4K – – –
CFS
1425
Commonwealth Financial Services
West Virginia
$3K +$3.1K +56 New
55 56
57
58 59