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Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
2051
Dougherty Wealth Advisers
Minnesota
$163K – – –
FWM
2052
Focused Wealth Management
New York
$162K +$26.2K +74 +17%
LD
2053
Lipe & Dalton
New York
$161K -$17.7K -50 -9%
CMA
2054
Cedar Mountain Advisors
Oregon
$161K +$175K +495 New
GAM
2055
Gemmer Asset Management
California
$159K -$27.6K -78 -14%
FEG
2056
Financial Enhancement Group
Indiana
$150K – – –
NC
2057
NewSquare Capital
Pennsylvania
$144K +$14.2K +40 +10%
HI
2058
Human Investing
Oregon
$137K – – –
LWANC
2059
Laurel Wealth Advisors (North Carolina)
North Carolina
$136K – – –
BFP
2060
Briaud Financial Planning
Texas
$135K +$147K +415 New
CTB
2061
Country Trust Bank
Illinois
$134K +$35.4K +100 +32%
PGAM
2062
Princeton Global Asset Management
New Jersey
$131K +$69K +195 +95%
LGWM
2063
Litman Gregory Wealth Management
California
$130K – – –
PWP
2064
Personal Wealth Partners
Minnesota
$129K -$37.9K -107 -21%
KFS
2065
Kelly Financial Services
Massachusetts
$126K – – –
PFO
2066
Pathstone Family Office
New Jersey
$126K -$18.8K -53 -12%
THWM
2067
Taylor Hoffman Wealth Management
Virginia
$126K – – –
KFA
2068
Kays Financial Advisory
Georgia
$125K -$241K -682 -64%
TIM
2069
Tortoise Investment Management
New York
$125K +$40.7K +115 +43%
KWM
2070
Keebeck Wealth Management
Illinois
$120K +$131K +370 New
AA
2071
AlphaMark Advisors
Kentucky
$119K – – –
WAS
2072
Winch Advisory Services
Wisconsin
$118K – – –
GG
2073
Gleason Group
Kentucky
$117K +$127K +359 New
KBFS
2074
Kohmann Bosshard Financial Services
Ohio
$114K – – –
HI
2075
Hoey Investments
Pennsylvania
$114K +$124K +350 New
81 82
83
84 85