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TPR

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
426
Nelson Capital Management
California
$21K – – –
CCM
427
Covington Capital Management
California
$20K +$9.72K +369 +92%
KTC
428
Kistler-Tiffany Companies
Pennsylvania
$19K – – –
BDWM
429
Brewin Dolphin Wealth Management
Ireland
$18.1K – – –
LWM
430
Lenox Wealth Management
Ohio
$18K – – –
BHWM
431
Bay Harbor Wealth Management
Maryland
$15K – – –
CFG
432
Citizens Financial Group
Rhode Island
$14K +$3.29K +125 +31%
RE
433
RBC Europe
United Kingdom
$13.3K – – –
AGA
434
Accuvest Global Advisors
Utah
$13K -$337K -12,781 -96%
TCOV
435
Trust Company of Vermont
Vermont
$13K -$1.9K -72 -13%
GWMIA
436
Global Wealth Management Investment Advisory
Florida
$13K -$1.58K -60 -10%
EWM
437
Edge Wealth Management
New York
$13K – – –
TFS
438
TrustCore Financial Services
Tennessee
$13K – – –
CIAS
439
Capital Investment Advisory Services
North Carolina
$13K +$5.27K +200 +67%
CFGS
440
Concourse Financial Group Securities
Alabama
$12K -$4.43K -168 -26%
FMP
441
Financial Management Professionals
Texas
$12K – – –
PB
442
Pinnacle Bancorp
Nebraska
$12K – – –
BFC
443
Bedel Financial Consulting
Indiana
$11K – – –
TIM
444
Tortoise Investment Management
New York
$11K – – –
LC
445
Lindbrook Capital
California
$11K +$11.1K +421 New
LWA
446
Lenox Wealth Advisors
New York
$11K +$11.5K +437 New
EW
447
Evoke Wealth
California
$10.1K +$10.2K +386 New
SIM
448
Sonora Investment Management
Arizona
$10K – – –
BWM
449
Baystate Wealth Management
Massachusetts
$10K +$158 +6 +2%
BCA
450
Berman Capital Advisors
Georgia
$10K +$2.82K +107 +36%
16 17
18
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