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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1251
MinichMacGregor Wealth Management
New York
$77K – – –
WPA
1252
West Paces Advisors
Georgia
$72.9K – – –
AWM
1253
Avior Wealth Management
Nebraska
$69K -$5.27K -109 -7%
SHJ
1254
Sharkey, Howes & Javer
Colorado
$67K – – –
M
1255
MOTCO
Texas
$65K – – –
NCM
1256
Nelson Capital Management
California
$65K – – –
GRP
1257
Global Retirement Partners
California
$64K +$18.4K +381 +43%
CHP
1258
Cable Hill Partners
Oregon
$61K -$22.7K -469 -28%
LIM
1259
Lagoda Investment Management
New York
$61K – – –
CCMW
1260
Cypress Capital Management (Wyoming)
Wyoming
$57.8K +$2.42K +50 +5%
WC
1261
Whitnell & Co
Illinois
$57K -$28.9K -598 -34%
ACS
1262
Archford Capital Strategies
Illinois
$56K -$79.5K -1,646 -60%
BRC
1263
Bell Rock Capital
Delaware
$56K +$290 +6 +0.5%
VIA
1264
Vantage Investment Advisors
Pennsylvania
$54K +$11.8K +245 +25%
DOA
1265
D'Orazio & Associates
Virginia
$54K +$14.5K +300 +38%
MSFP
1266
Mark Sheptoff Financial Planning
Connecticut
$52K +$48 +1 +0.1%
IP
1267
Intellectus Partners
California
$50K – – –
SA
1268
SpiderRock Advisors
Delaware
$50K – – –
SA
1269
SRH Advisors
Kansas
$50K – – –
TIM
1270
Tortoise Investment Management
New York
$50K – – –
KPCM
1271
Kings Point Capital Management
New York
$48K -$4.83K -100 -9%
GI
1272
Gradient Investments
Minnesota
$46K +$1.06K +22 +2%
FPFS
1273
First Personal Financial Services
North Carolina
$44K +$14.5K +300 +51%
PCP
1274
Proficio Capital Partners
Massachusetts
$42K +$17.9K +370 +69%
PCFFS
1275
Pacific Center for Financial Services
California
$41K – – –
49 50
51
52 53