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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3376
Praetorian Wealth Management
California
$420K – – –
WPIC
3377
White Pine Investment Company
Michigan
$417K -$294K -1,840 -42%
BBA
3378
Braun-Bostich & Associates
Pennsylvania
$414K -$437K -2,740 -52%
CP
3379
Corbenic Partners
Pennsylvania
$414K – – –
DWA
3380
Dougherty Wealth Advisers
Minnesota
$414K – – –
SDJVC
3381
St. Denis J. Villere & Co
Louisiana
$410K -$44.7K -280 -10%
LC
3382
Landaas & Company
Wisconsin
$410K – – –
PMG
3383
Private Management Group
California
$410K +$22.3K +140 +6%
PC
3384
Port Capital
Illinois
$410K +$38.3K +240 +11%
MWM
3385
Mascoma Wealth Management
New Hampshire
$410K +$402K +2,520 New
CCM
3386
Colorado Capital Management
Colorado
$409K +$44.7K +280 +13%
CM
3387
Capital Management
Virginia
$407K – – –
POIA
3388
Pin Oak Investment Advisors
Texas
$407K +$31.9K +200 +9%
HP
3389
HT Partners
Connecticut
$407K +$92.6K +580 +30%
BCM
3390
BTR Capital Management
California
$407K +$163K +1,020 +69%
CFN
3391
Cordasco Financial Network
Florida
$406K -$166K -1,040 -29%
MWC
3392
MKD Wealth Coaches
Michigan
$401K +$361K +2,260 +1,130%
HF
3393
Halpern Financial
Virginia
$401K +$16K +100 +4%
TWA
3394
TPB Wealth Advisors
Texas
$400K +$393K +2,460 New
LD
3395
Lipe & Dalton
New York
$397K -$160K -1,000 -29%
BBHBI
3396
B, B, H, & B Inc
Alabama
$397K +$389K +2,440 New
SAM
3397
Satovsky Asset Management
New York
$397K +$389K +2,440 New
PCFFS
3398
Pacific Center for Financial Services
California
$394K -$51.1K -320 -12%
AGA
3399
Accuvest Global Advisors
Utah
$394K +$57.4K +360 +17%
SRIM
3400
Saratoga Research & Investment Management
California
$394K +$386K +2,420 New
134 135
136
137 138