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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1751
Acrospire Investment Management
Illinois
$52K -$182K -6,500 -78%
RI
1752
Redwood Investments
Massachusetts
$52K – – –
OFS
1753
Orrstown Financial Services
Pennsylvania
$49K +$44.5K +1,585 +1,238%
TFO
1754
Tarbox Family Office
California
$47K +$56 +2 +0.1%
AWM
1755
Avior Wealth Management
Nebraska
$46K -$7.55K -269 -14%
MWM
1756
MinichMacGregor Wealth Management
New York
$46K – – –
VCM
1757
Versant Capital Management
Arizona
$45K +$1.07K +38 +2%
HPBT
1758
High Point Bank & Trust
North Carolina
$44K -$68.4K -2,435 -62%
KLI
1759
Kelman-Lazarov Inc
Tennessee
$43.2K – – –
LOT
1760
Lombard Odier Transatlantic
Quebec, Canada
$43K – – –
SA
1761
SRH Advisors
Kansas
$40K – – –
PFG
1762
Piershale Financial Group
Illinois
$35K +$56 +2 +0.2%
CAL
1763
Capital Advisors Ltd
Ohio
$33K – – –
LWA
1764
Lenox Wealth Advisors
New York
$32K -$2.36K -84 -7%
NO
1765
Ninety One
South Africa
$31K +$31K +1,106 New
SAM
1766
Shamrock Asset Management
Texas
$20K – – –
TJHA
1767
Thomas J. Herzfeld Advisors
Florida
$20K +$19.3K +686 New
AWM
1768
AllSquare Wealth Management
New York
$16K +$1.4K +50 +10%
HCM
1769
Herndon Capital Management
Georgia
$13K +$13K +463 New
AA
1770
AlphaMark Advisors
Kentucky
$12K – – –
FNBSF
1771
First National Bank Sioux Falls
South Dakota
$12K – – –
MCM
1772
MV Capital Management
Maryland
$12K – – –
WAS
1773
Winch Advisory Services
Wisconsin
$12K +$35.2K +1,255 +235%
IWC
1774
Integrated Wealth Counsel
California
$11K – – –
ECM
1775
Exchange Capital Management
Michigan
$11K +$11.2K +400 New
69 70
71
72 73