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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
976
Castle Wealth Management
Florida
$2K +$1.83K +45 New
VWM
977
Valley Wealth Managers
New Jersey
$2K +$2.03K +50 New
PVH
978
Psagot Value Holdings
Israel
$1K -$1.23M -30,275 -100%
SWA
979
SOA Wealth Advisors
New York
$1K -$2.03K -50 -56%
GKIM
980
GW&K Investment Management
Massachusetts
$1K -$813 -20 -50%
CWC
981
Carolinas Wealth Consulting
North Carolina
$1K – – –
MA
982
MCF Advisors
Kentucky
$1K – – –
UFF
983
USA Financial Formulas
Michigan
$1K – – –
VRM
984
Vectors Research Management
New York
$1K – – –
HWM
985
HighMark Wealth Management
Minnesota
$1K +$1.02K +25 New
WOSD
986
WFA of San Diego
California
$1K +$1.22K +30 New
ONST
987
Old North State Trust
North Carolina
$260 – – –
WA
988
WestEnd Advisors
North Carolina
$193 +$203 +5 New
WIM
989
Westside Investment Management
California
$20 – – –
CCM
990
Candlestick Capital Management
Connecticut
– -$59.7M -1,279,660 Closed
ECU
991
Egerton Capital (UK)
United Kingdom
– -$20.6M -440,950 Closed
BHTS
992
Bar Harbor Trust Services
Maine
– -$9.09M -194,775 Closed
MPA
993
Marvin & Palmer Associates
Delaware
– -$7.96M -170,615 Closed
LP
994
LMR Partners
United Kingdom
– -$6.26M -134,035 Closed
MIP
995
Marietta Investment Partners
Wisconsin
– -$5.38M -115,220 Closed
SMG
996
Spectrum Management Group
Indiana
– -$5.1M -109,330 Closed
TPM
997
Triasima Portfolio Management
Quebec, Canada
– -$4.04M -86,640 Closed
MSL
998
Mackay Shields LLC
New York
– -$3.86M -82,710 Closed
ETC
999
Exchange Traded Concepts
Oklahoma
– -$3.62M -77,500 Closed
AIM
1000
Aigen Investment Management
New York
– -$3.22M -69,055 Closed
38 39
40
41 42