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Name Holding Trade Value Shares
Change
Change in
Stake
KA
1676
Klingman & Associates
New York
$40K +$41.8K +1,611 New
FWC
1677
First Washington Corp
Washington
$37K
IWC
1678
Integrated Wealth Counsel
California
$34K
WCM
1679
Wealthcare Capital Management
Virginia
$33K +$493 +19 +2%
SFFS
1680
Stonehage Fleming Financial Services
Jersey
$32K +$32.3K +1,245 New
MIM
1681
Macroview Investment Management
Maryland
$30K +$30.2K +1,164 New
LOCC
1682
Lombard Odier & Cie (Canada)
Quebec, Canada
$27K -$61.8K -2,383 -69%
SIA
1683
SeaBridge Investment Advisors
New Jersey
$27K -$4.96K -191 -15%
TC
1684
TradeLink Capital
Illinois
$27K +$27.5K +1,059 New
NHFG
1685
New Harbor Financial Group
Massachusetts
$25K +$25.4K +977 New
MAS
1686
Madden Advisory Services
Florida
$24K -$63.3K -2,440 -72%
LWA
1687
Lenox Wealth Advisors
New York
$23K -$8.69K -335 -27%
RWM
1688
Raffa Wealth Management
District of Columbia
$22.5K
RCG
1689
Ruggie Capital Group
Florida
$21K +$21.6K +834 New
CP
1690
Corbenic Partners
Pennsylvania
$20K
IRS
1691
Invictus RG (Singapore)
Singapore
$19K -$28.6K -1,101 -59%
RI
1692
Redwood Investments
Massachusetts
$19K
ECM
1693
Exchange Capital Management
Michigan
$17K
PO
1694
Private Ocean
California
$16K -$12K -463 -42%
SCP
1695
Syntal Capital Partners
Texas
$16K -$6.8K -262 -29%
PCM
1696
Prelude Capital Management
New York
$14K -$61.8K -2,382 -81%
PVH
1697
Psagot Value Holdings
Israel
$14K
IF
1698
Ironwood Financial
Arizona
$13K +$13K +500 New
PRS
1699
Pinkerton Retirement Specialists
Idaho
$12K +$22.9K +882 New
SFPIA
1700
Stevens First Principles Investment Advisors
California
$11K