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Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
1401
Bartlett & Co Wealth Management
Ohio
$73.1K +$28.9K +168 +62%
BC
1402
Bartlett & Co
Ohio
$73K +$28.9K +168 +62%
BL
1403
Balentine LLC
Georgia
$72K – – –
TC
1404
Truvestments Capital
Florida
$71K -$10.3K -60 -12%
CFN
1405
Cordasco Financial Network
Florida
$67K – – –
RAM
1406
Riggs Asset Management
Pennsylvania
$66K – – –
JFGIW
1407
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$64K +$5.5K +32 +9%
DP
1408
Denver PWM
Colorado
$63.1K +$66K +384 New
LFG
1409
Larson Financial Group
Missouri
$63K +$1.2K +7 +2%
AA
1410
Advisory Alpha
Michigan
$62.8K +$65.3K +380 New
PMFA
1411
Plante Moran Financial Advisors
Michigan
$62K -$152K -885 -70%
SQA
1412
Simon Quick Advisors
New Jersey
$62K – – –
RWG
1413
Regal Wealth Group
California
$62K +$3.44K +20 +6%
IF
1414
Ironwood Financial
Arizona
$60K – – –
LWM
1415
Liberty Wealth Management
California
$59K +$3.09K +18 +5%
GWMIA
1416
Global Wealth Management Investment Advisory
Florida
$56K -$53.6K -312 -48%
CAC
1417
Certified Advisory Corp
Florida
$54K – – –
LWM
1418
Lenox Wealth Management
Ohio
$53K +$172 +1 +0.3%
SIS
1419
Sound Income Strategies
Florida
$51K +$5.84K +34 +13%
TCOV
1420
Trust Company of Vermont
Vermont
$50K +$9.8K +57 +24%
WC
1421
Weil Company
California
$50K +$51.6K +300 New
RFWA
1422
RPg Family Wealth Advisory
Massachusetts
$47.8K +$24.1K +140 +96%
MVIP
1423
Mar Vista Investment Partners
California
$46K – – –
HFM
1424
Hartford Financial Management
Connecticut
$46K +$39.5K +230 +511%
JCM
1425
Jacobi Capital Management
Pennsylvania
$44K -$3.44K -20 -7%
55 56
57
58 59