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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1226
Lenox Wealth Management
Ohio
$129K – – –
MIC
1227
MU Investments Company
Japan
$128K -$128K -970 -50%
TG
1228
TLP Group
Illinois
$126K +$126K +960 New
GXMC
1229
Global X Management Company
New York
$124K +$39.4K +299 +47%
FA
1230
Friess Associates
Delaware
$121K – – –
MCM
1231
MV Capital Management
Maryland
$121K +$790 +6 +0.7%
LWM
1232
LBA Wealth Management
Florida
$120K – – –
PO
1233
Private Ocean
California
$113K – – –
FWM
1234
Focused Wealth Management
New York
$113K +$263 +2 +0.2%
TCCM
1235
Timber Creek Capital Management
Massachusetts
$111K +$85.6K +650 +325%
JGIA
1236
Jackson Grant Investment Advisers
Connecticut
$109K +$60.7K +461 +125%
KLI
1237
Kelman-Lazarov Inc
Tennessee
$105K – – –
KKAMG
1238
Kernodle & Katon Asset Management Group
Arkansas
$102K +$102K +775 New
ACM
1239
Americafirst Capital Management
California
$101K – – –
VCM
1240
Vigilant Capital Management
Maine
$98K +$22K +167 +29%
TWMP
1241
Taylor Wealth Management Partners
Massachusetts
$94K – – –
TJHA
1242
Thomas J. Herzfeld Advisors
Florida
$92K +$790 +6 +0.9%
CPP
1243
Crow Point Partners
Massachusetts
$85K +$85.6K +650 New
APSP
1244
Asset Planning Services (Pennsylvania)
Pennsylvania
$79K -$105K -800 -57%
MSFP
1245
Mark Sheptoff Financial Planning
Connecticut
$79K +$132 +1 +0.2%
GAM
1246
Gemmer Asset Management
California
$78K -$8.3K -63 -10%
RFWA
1247
RPg Family Wealth Advisory
Massachusetts
$77.3K – – –
VCM
1248
Versant Capital Management
Arizona
$77K +$7.64K +58 +11%
DAM
1249
Delta Asset Management
Tennessee
$71K -$10.8K -82 -13%
PCA
1250
Peddock Capital Advisors
Massachusetts
$69K +$69.2K +525 New
48 49
50
51 52