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Name Holding Trade Value Shares
Change 		Change in
Stake
NPA
1726
Nichols & Pratt Advisers
Massachusetts
$201K +$185K +684 New
M
1727
MOTCO
Texas
$198K – – –
GBBWRPM
1728
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$198K +$139K +514 +1,224%
WA
1729
WealthTrust-Arizona
Arizona
$197K – – –
WPA
1730
West Paces Advisors
Georgia
$193K -$44.4K -164 -20%
MWM
1731
MinichMacGregor Wealth Management
New York
$193K +$2.98K +11 +2%
MSFP
1732
Mark Sheptoff Financial Planning
Connecticut
$193K +$13.8K +51 +8%
PWM
1733
Paulson Wealth Management
Illinois
$188K +$173K +638 New
LF
1734
Lee Financial
Texas
$187K +$69.8K +258 +68%
SIAP
1735
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$184K – – –
TWMP
1736
Taylor Wealth Management Partners
Massachusetts
$182K -$81.2K -300 -33%
NC
1737
NewSquare Capital
Pennsylvania
$175K +$88.5K +327 +123%
DAM
1738
Delta Asset Management
Tennessee
$172K +$14.3K +53 +10%
GAM
1739
Gemmer Asset Management
California
$167K +$812 +3 +0.5%
OSNBOA
1740
Old Second National Bank of Aurora
Illinois
$162K -$4.87K -18 -3%
TCCM
1741
Timber Creek Capital Management
Massachusetts
$162K – – –
CPA
1742
Clear Perspective Advisors
Illinois
$160K -$13.3K -49 -8%
KA
1743
Kaizen Advisory
Illinois
$157K +$144K +532 New
PCA
1744
Peddock Capital Advisors
Massachusetts
$155K – – –
PWPS
1745
Pinnacle Wealth Planning Services
Ohio
$154K +$141K +521 New
PGA
1746
Premia Global Advisors
Florida
$154K +$142K +523 New
PCP
1747
Proficio Capital Partners
Massachusetts
$152K +$2.71K +10 +2%
THWM
1748
Taylor Hoffman Wealth Management
Virginia
$152K +$139K +514 New
FRA
1749
Front Row Advisors
California
$151K +$139K +513 New
HWP
1750
Hefty Wealth Partners
Indiana
$150K – – –
68 69
70
71 72