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Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
1676
Grove Bank & Trust
Florida
$83K +$84K +3,043 New
MSFP
1677
Mark Sheptoff Financial Planning
Connecticut
$81K – – –
CFN
1678
Cordasco Financial Network
Florida
$79K – – –
SMG
1679
Spectrum Management Group
Indiana
$76K +$77.3K +2,800 New
GBBWRPM
1680
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$70K +$71.1K +2,576 New
BWA
1681
Burt Wealth Advisors
Maryland
$68K -$2.76K -100 -4%
OAM
1682
Orinda Asset Management
California
$68K – – –
WAM
1683
Wolverine Asset Management
Illinois
$67K +$69K +2,500 New
BBPWM
1684
Blue Bell Private Wealth Management
Pennsylvania
$65K – – –
RFA
1685
Reilly Financial Advisors
California
$64K -$65.6K -2,378 -50%
KT
1686
Kanaly Trust
Texas
$62K -$5.35K -194 -8%
AIM
1687
Arcadia Investment Management
Michigan
$61K – – –
DPA
1688
Delphi Private Advisors
California
$61K +$62.1K +2,252 New
EMA
1689
Efficient Market Advisors
California
$60K +$276 +10 +0.5%
JIM
1690
Jupiter Investment Management
United Kingdom
$59K – – –
MA
1691
MCF Advisors
Kentucky
$57K -$9.57K -347 -14%
SFFS
1692
Stonehage Fleming Financial Services
Jersey
$57K – – –
PIM
1693
Parasol Investment Management
Illinois
$57K +$2.76K +100 +5%
RI
1694
Redwood Investments
Massachusetts
$49K – – –
MWM
1695
MinichMacGregor Wealth Management
New York
$49K +$46.4K +1,680 New
WOC
1696
West Oak Capital
California
$48.9K -$5.52K -200 -10%
TFO
1697
Tarbox Family Office
California
$46K -$11.7K -425 -20%
LOT
1698
Lombard Odier Transatlantic
Quebec, Canada
$41K – – –
VCM
1699
Versant Capital Management
Arizona
$41K +$41.9K +1,518 New
LWA
1700
Lenox Wealth Advisors
New York
$40K -$55.3K -2,003 -58%
66 67
68
69 70