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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1751
Manchester Capital Management
Vermont
$153K – – –
MCA
1752
Mercer Capital Advisers
New Jersey
$151K – – –
TAM
1753
Trust Asset Management
Texas
$144K – – –
PO
1754
Private Ocean
California
$143K – – –
FA
1755
Friess Associates
Delaware
$136K – – –
AWMS
1756
Advocacy Wealth Management Services
Georgia
$130K -$14.8K -480 -10%
AOWM
1757
Alpha Omega Wealth Management
Virginia
$130K – – –
BWP
1758
Baldwin Wealth Partners
Massachusetts
$130K +$5.94K +193 +5%
MDCM
1759
Morgan Dempsey Capital Management
Wisconsin
$129K +$20.5K +667 +20%
WOC
1760
West Oak Capital
California
$129K +$20K +651 +19%
TG
1761
TLP Group
Illinois
$128K -$497K -16,168 -80%
KA
1762
Klingman & Associates
New York
$128K – – –
MSFP
1763
Mark Sheptoff Financial Planning
Connecticut
$127K +$26.3K +856 +27%
SHJ
1764
Sharkey, Howes & Javer
Colorado
$124K +$62 +2 +0.1%
TDC
1765
Thompson Davis & Co
Virginia
$123K -$462K -15,035 -79%
BKA
1766
Brick & Kyle Associates
Pennsylvania
$122K – – –
LWM
1767
Lenox Wealth Management
Ohio
$114K -$7.44K -242 -6%
RAM
1768
Riggs Asset Management
Pennsylvania
$113K – – –
CFG
1769
CKW Financial Group
Hawaii
$111K – – –
EDRM
1770
Edmond de Rothschild (Monaco)
Monaco
$111K +$108K +3,500 New
FMP
1771
Financial Management Professionals
Texas
$110K -$27.6K -896 -20%
ACM
1772
Argentus Capital Management
Texas
$109K -$42.3K -1,375 -29%
ACM
1773
Americafirst Capital Management
California
$108K – – –
AWM
1774
Avior Wealth Management
Nebraska
$108K +$55.6K +1,808 +112%
RFA
1775
Reilly Financial Advisors
California
$104K +$8.8K +286 +10%