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Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1426
Asset Dedication LLC
California
$697K +$685K +15,078 New
MAA
1427
Mraz Amerine & Associates
California
$696K -$31.7K -698 -4%
PAWC
1428
P.A.W. Capital
Connecticut
$693K – – –
SIG
1429
Schooner Investment Group
Pennsylvania
$688K -$795K -17,500 -54%
FCH
1430
Freestone Capital Holdings
Washington
$688K -$27.7K -609 -4%
HFA
1431
High Falls Advisors
New York
$688K +$676K +14,890 New
TCMG
1432
TSP Capital Management Group
New Jersey
$685K +$363 +8 +0.1%
JIR
1433
James Investment Research
Ohio
$684K +$309K +6,795 +85%
DBIA
1434
Dumont & Blake Investment Advisors
New Jersey
$683K +$3.59K +79 +0.5%
FHB
1435
First Hawaiian Bank
Hawaii
$680K +$56.7K +1,249 +9%
FA
1436
FCG Advisors
New Jersey
$679K -$6.86K -151 -1%
AWM
1437
AllSquare Wealth Management
New York
$678K +$40.9K +900 +7%
CAMG
1438
CWA Asset Management Group
Florida
$677K +$665K +14,647 New
PBO
1439
Peoples Bank (Ohio)
Ohio
$676K +$664K +14,627 New
SP
1440
Sarasin & Partners
United Kingdom
$675K – – –
BAM
1441
Boyar Asset Management
New York
$671K – – –
BDF
1442
Balasa Dinverno & Foltz
$667K -$387K -8,525 -37%
TIA
1443
Tiemann Investment Advisors
California
$664K -$21.4K -472 -3%
SCA
1444
Salient Capital Advisors
Texas
$661K -$1.54M -33,974 -70%
FFA
1445
First Foundation Advisors
California
$660K +$74.6K +1,644 +13%
PL
1446
Plancorp LLC
Missouri
$659K +$647K +14,260 New
MCWS
1447
McKinley Carter Wealth Services
West Virginia
$656K +$28.8K +634 +5%
SCM
1448
Stonehearth Capital Management
Massachusetts
$655K -$12.7K -280 -2%
WRM
1449
Westport Resources Management
Connecticut
$651K -$46.7K -1,029 -7%
FWM
1450
Focused Wealth Management
New York
$650K +$104K +2,300 +20%
56 57
58
59 60