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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
326
Burt Wealth Advisors
Maryland
$21K +$20.7K +150 New
TWA
327
TCI Wealth Advisors
Arizona
$21K +$21.2K +154 New
AIM
328
Advantage Investment Management
Iowa
$20K – – –
MSFP
329
Mark Sheptoff Financial Planning
Connecticut
$20K – – –
IWMPD
330
Integrated Wealth Management (Palm Desert)
California
$19K -$1.52K -11 -7%
CCS
331
Crosspoint Capital Strategies
California
$19K – – –
LWM
332
Lenox Wealth Management
Ohio
$19K +$13.8K +100 +250%
LWM
333
LBA Wealth Management
Florida
$17K – – –
CFA
334
Carroll Financial Associates
North Carolina
$17K +$6.89K +50 +65%
MPWT
335
MassMutual Private Wealth & Trust
Connecticut
$15.6K +$17.9K +130 New
VCM
336
Vigilant Capital Management
Maine
$15K – – –
CHP
337
Cable Hill Partners
Oregon
$14K – – –
DAM
338
Delta Asset Management
Tennessee
$14K – – –
ECM
339
Estabrook Capital Management
New York
$13.4K – – –
GAM
340
Gemmer Asset Management
California
$13K – – –
QCG
341
Quadrant Capital Group
Ohio
$13K +$13.8K +100 New
P
342
Palladiem
Pennsylvania
$12K – – –
BIM
343
BlackRock Investment Management
Delaware
$11K +$9.93K +72 +800%
KCPG
344
Kavar Capital Partners Group
Kansas
$11K +$11.9K +86 New
CFSG
345
Community Financial Services Group
Vermont
$10K – – –
PSUF
346
People's United Financial
Connecticut
$9K – – –
HFM
347
Hartford Financial Management
Connecticut
$9K +$9.79K +71 New
GWS
348
Glassman Wealth Services
Virginia
$7K – – –
TCOV
349
Trust Company of Vermont
Vermont
$7K – – –
RWM
350
Raffa Wealth Management
District of Columbia
$5.08K – – –
12 13
14
15 16