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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1801
Versant Capital Management
Arizona
$52K +$1.38K +45 +3%
TIM
1802
Tortoise Investment Management
New York
$50K +$47.7K +1,550 +3,875%
HPBT
1803
High Point Bank & Trust
North Carolina
$48K – – –
LOT
1804
Lombard Odier Transatlantic
Quebec, Canada
$48K – – –
KLI
1805
Kelman-Lazarov Inc
Tennessee
$47K – – –
CJA
1806
C-J Advisory
California
$47K +$45.3K +1,473 New
APSP
1807
Asset Planning Services (Pennsylvania)
Pennsylvania
$44K -$109K -3,528 -72%
SA
1808
SRH Advisors
Kansas
$44K – – –
AIM
1809
Acrospire Investment Management
Illinois
$41K -$15.4K -500 -28%
PFG
1810
Piershale Financial Group
Illinois
$38K +$62 +2 +0.2%
CAL
1811
Capital Advisors Ltd
Ohio
$37K – – –
LWA
1812
Lenox Wealth Advisors
New York
$36K – – –
LWA
1813
Lowe Wealth Advisors
Maryland
$24K +$18K +585 +315%
TRCT
1814
Tower Research Capital (TRC)
New York
$23K -$34.6K -1,126 -61%
SAM
1815
Shamrock Asset Management
Texas
$22K – – –
TJHA
1816
Thomas J. Herzfeld Advisors
Florida
$22K +$154 +5 +0.7%
AWM
1817
AllSquare Wealth Management
New York
$17K – – –
AAC
1818
Asset Advisors Corp
Georgia
$17K +$16.8K +546 New
AA
1819
AlphaMark Advisors
Kentucky
$16K +$3.08K +100 +24%
HCM
1820
Herndon Capital Management
Georgia
$15K – – –
TWMP
1821
Taylor Wealth Management Partners
Massachusetts
$15K +$14.7K +479 New
HWP
1822
Hefty Wealth Partners
Indiana
$13K -$1.11M -36,223 -99%
ECM
1823
Exchange Capital Management
Michigan
$13K – – –
MCM
1824
MV Capital Management
Maryland
$13K – – –
CWM
1825
Catamount Wealth Management
Connecticut
$10K – – –
71 72
73
74 75