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Name Holding Trade Value Shares
Change 		Change in
Stake
YL
1526
YCG LLC
Texas
$65K – – –
AWM
1527
AllSquare Wealth Management
New York
$59K – – –
LOT
1528
Lombard Odier Transatlantic
Quebec, Canada
$59K – – –
BWA
1529
Burt Wealth Advisors
Maryland
$57K – – –
JWA
1530
JFS Wealth Advisors
Pennsylvania
$56K -$4.78K -61 -8%
GBBWRPM
1531
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$51K +$5.64K +72 +11%
TJHA
1532
Thomas J. Herzfeld Advisors
Florida
$51K +$53.8K +687 New
HDIM
1533
Hanson & Doremus Investment Management
Vermont
$50K – – –
M
1534
MOTCO
Texas
$50K – – –
BGIM
1535
Brandywine Global Investment Management
Pennsylvania
$49K – – –
WI
1536
Wintrust Investments
Illinois
$48K +$1.2M +15,389 New
CG
1537
Cutler Group
California
$44K -$153K -1,953 -76%
TFO
1538
Tarbox Family Office
California
$43K +$235 +3 +0.5%
CP
1539
Corbenic Partners
Pennsylvania
$40K – – –
AI
1540
ArchPoint Investors
Florida
$37K – – –
KKAMG
1541
Kernodle & Katon Asset Management Group
Arkansas
$35K -$59.4K -759 -62%
DBT
1542
Dubuque Bank & Trust
Iowa
$34K -$15.7K -200 -30%
RFWA
1543
RPg Family Wealth Advisory
Massachusetts
$33.5K -$40.8K -521 -54%
DPA
1544
Delphi Private Advisors
California
$33K +$705 +9 +2%
AP
1545
Atwood & Palmer
Missouri
$32K – – –
MWM
1546
MinichMacGregor Wealth Management
New York
$31K -$548 -7 -2%
NSIM
1547
North Star Investment Management
Illinois
$30K – – –
AAC
1548
Asset Advisors Corp
Georgia
$30K +$31.3K +400 New
ACM
1549
Armbruster Capital Management
New York
$29K -$9.4K -120 -23%
RWG
1550
Regal Wealth Group
California
$27K +$5.09K +65 +22%
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