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Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1501
West Paces Advisors
Georgia
$99.6K – – –
IAS
1502
IMA Advisory Services
Colorado
$96K – – –
BWM
1503
Baystate Wealth Management
Massachusetts
$96K +$404 +6 +0.4%
TIM
1504
Tortoise Investment Management
New York
$94K +$13.7K +203 +17%
AWMS
1505
Advocacy Wealth Management Services
Georgia
$93K – – –
CIAS
1506
Capital Investment Advisory Services
North Carolina
$92K +$3.03K +45 +3%
PCP
1507
Proficio Capital Partners
Massachusetts
$92K +$18.8K +280 +26%
HCM
1508
Highlander Capital Management
New Jersey
$89K – – –
WAM
1509
Wolverine Asset Management
Illinois
$87K -$1.26M -18,702 -93%
CCMW
1510
Cypress Capital Management (Wyoming)
Wyoming
$87K -$6.73K -100 -7%
NSB
1511
Norway Savings Bank
Maine
$87K -$4.24K -63 -5%
NCM
1512
Nelson Capital Management
California
$87K – – –
LHC
1513
Little House Capital
Massachusetts
$87K +$88.3K +1,313 New
EWM
1514
Executive Wealth Management
Michigan
$86K -$6.32K -94 -7%
MA
1515
MCF Advisors
Kentucky
$85K -$26.8K -399 -24%
SHJ
1516
Sharkey, Howes & Javer
Colorado
$81K – – –
IUHSA
1517
Itau Unibanco Holding S.A.
Brazil
$76K – – –
CI
1518
CX Institutional
Indiana
$74K -$17.2K -255 -19%
MNBTD
1519
Moody National Bank Trust Division
Texas
$74K +$17.3K +257 +30%
WCM
1520
Whitener Capital Management
North Carolina
$71K – – –
MSA
1521
Marino Stram & Associates
Massachusetts
$71K +$67 +1 +0.1%
TFA
1522
Toth Financial Advisory
Virginia
$71K +$336 +5 +0.5%
TA
1523
Thor Advisors
New York
$70K +$70.9K +1,054 New
CAL
1524
Capital Analysts LLC
Pennsylvania
$69K – – –
SCM
1525
Silvant Capital Management
Georgia
$69K – – –
59 60
61
62 63