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Name Holding Trade Value Shares
Change 		Change in
Stake
HF
1301
Hoxton Financial
West Virginia
$68K +$14.2K +210 +26%
FMA
1302
FNY Managed Accounts
New York
$67.2K +$67.8K +1,000 New
MPWT
1303
MassMutual Private Wealth & Trust
Connecticut
$66.4K -$219K -3,225 -91%
PCTC
1304
Perkins Coie Trust Company
Washington
$65K – – –
TWA
1305
TCI Wealth Advisors
Arizona
$61K +$27.9K +412 +84%
YL
1306
YCG LLC
Texas
$59K – – –
FA
1307
Financial Advantage
Maryland
$59K +$136 +2 +0.2%
IMS
1308
Index Management Solutions
Pennsylvania
$59K +$11K +163 +23%
AWS
1309
Aris Wealth Services
Pennsylvania
$57K +$57.9K +855 New
DBT
1310
Dubuque Bank & Trust
Iowa
$56K +$14.9K +220 +36%
TIM
1311
Tortoise Investment Management
New York
$55K +$14.9K +220 +37%
LOT
1312
Lombard Odier Transatlantic
Quebec, Canada
$54K – – –
MSFP
1313
Mark Sheptoff Financial Planning
Connecticut
$54K +$745 +11 +1%
JFA
1314
JNBA Financial Advisors
Minnesota
$53K – – –
KLWA
1315
Kelly Lawrence W & Associates
California
$52K +$52.9K +780 New
DIA
1316
Davidson Investment Advisors
Montana
$49K +$50.3K +742 New
DSC
1317
Duncker Streett & Co
Missouri
$46K – – –
M
1318
MOTCO
Texas
$46K – – –
MFBTD
1319
MB Financial Bank - Trust Department
Illinois
$45K -$10K -148 -18%
RWA
1320
Ropes Wealth Advisors
Massachusetts
$44K – – –
KPCM
1321
Kings Point Capital Management
New York
$43K – – –
AWM
1322
AllSquare Wealth Management
New York
$42K – – –
CAL
1323
Capital Advisors Ltd
Ohio
$40K – – –
TWMP
1324
Taylor Wealth Management Partners
Massachusetts
$40K – – –
TFO
1325
Tarbox Family Office
California
$37K -$40.7K -600 -52%
51 52
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