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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2601
Stuart Chaussee & Associates
California
$132K +$46.6K +560 +61%
BC
2602
Barnett & Company
Tennessee
$126K +$16.6K +200 +16%
WCM
2603
Wealthcare Capital Management
Virginia
$123K – – –
GWA
2604
Guidant Wealth Advisors
Illinois
$121K +$48.3K +580 +74%
TIS
2605
Tortoise Index Solutions
Kansas
$121K +$113K +1,360 New
AOWM
2606
Alpha Omega Wealth Management
Virginia
$119K +$56.6K +680 +103%
SIMG
2607
Stephens Investment Management Group
Texas
$116K – – –
SHJ
2608
Sharkey, Howes & Javer
Colorado
$116K +$108K +1,300 New
RCC
2609
Red Cedar Capital
Nebraska
$109K – – –
1NWS
2610
1 North Wealth Services
Maryland
$100K +$6.66K +80 +8%
RAM
2611
Riggs Asset Management
Pennsylvania
$99K – – –
MWM
2612
Mascoma Wealth Management
New Hampshire
$98K +$4.99K +60 +6%
RIM
2613
Ranger Investment Management
Texas
$91K – – –
CIA
2614
Cascade Investment Advisors
Oregon
$89K – – –
KFS
2615
Kelly Financial Services
Massachusetts
$85.5K +$79.9K +960 New
MAM
2616
Marquette Asset Management
Minnesota
$82K +$76.6K +920 New
SHIM
2617
Stone House Investment Management
Pennsylvania
$82K +$76.6K +920 New
SC
2618
Sawyer & Company
Massachusetts
$80K – – –
SFPIA
2619
Stevens First Principles Investment Advisors
California
$80K – – –
TCM
2620
TD Capital Management
Tennessee
$80K – – –
WC
2621
Westwind Capital
New Mexico
$77K – – –
HCM
2622
Horrell Capital Management
Arkansas
$77K +$33.3K +400 +87%
LFASL
2623
Lugano Financial Advisors SA (LFA)
Switzerland
$76K +$11.7K +140 +19%
OHS
2624
Odey Holdings (Switzerland)
Switzerland
$71K -$20K -240 -23%
SAM
2625
Strategy Asset Managers
California
$68K -$1.37M -16,420 -96%
103 104
105
106 107