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Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
1651
First Personal Financial Services
North Carolina
$94K +$97K +3,738 New
CFG
1652
CKW Financial Group
Hawaii
$92K +$1.35K +52 +1%
CWM
1653
Cranbrook Wealth Management
Michigan
$91K +$92.8K +3,576 New
WCM
1654
Westend Capital Management
California
$86K – – –
AP
1655
Atwood & Palmer
Missouri
$85K -$158K -6,093 -65%
SFU
1656
Stonehage Fleming (UK)
United Kingdom
$84K – – –
TDC
1657
Thompson Davis & Co
Virginia
$81K -$8.2K -316 -9%
CHP
1658
Cable Hill Partners
Oregon
$79K +$81.1K +3,126 New
MS
1659
Marshall & Sullivan
Washington
$78K +$6.85K +264 +9%
BCB
1660
Brian C. Broderick
$77K -$129K -4,964 -62%
CG
1661
Colony Group
Massachusetts
$72K -$27K -1,042 -27%
WIL
1662
Winifred I. Li
$70K -$17.5K -675 -20%
CAL
1663
Capital Advisors Ltd
Ohio
$60K -$206K -7,939 -77%
LOT
1664
Lombard Odier Transatlantic
Quebec, Canada
$60K +$61.8K +2,383 New
SFG
1665
Sage Financial Group
Pennsylvania
$57K – – –
LWM
1666
Lenox Wealth Management
Ohio
$56K – – –
HIM
1667
Hutchens Investment Management
New Hampshire
$55K +$55.8K +2,152 New
MFS
1668
McNamara Financial Services
Massachusetts
$55K +$55.8K +2,152 New
YL
1669
YCG LLC
Texas
$53K +$54.3K +2,091 New
TFO
1670
Tarbox Family Office
California
$52K -$3.56K -137 -6%
PWM
1671
ParenteBeard Wealth Management
Pennsylvania
$50.9K -$1.71M -65,772 -97%
MUMSS
1672
Mitsubishi UFJ Morgan Stanley Securities
Japan
$50K +$47.1K +1,814 +1,242%
VSWA
1673
Vontobel Swiss Wealth Advisors
Switzerland
$49K +$49.6K +1,913 New
WA
1674
WealthTrust-Arizona
Arizona
$45K – – –
CCMW
1675
Cypress Capital Management (Wyoming)
Wyoming
$44.5K +$45.5K +1,753 New
65 66
67
68 69