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Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
1501
Grove Bank & Trust
Florida
$39K +$37.9K +480 New
LWM
1502
Lenox Wealth Management
Ohio
$36K +$35.5K +449 New
MWM
1503
Mascoma Wealth Management
New Hampshire
$35K – – –
AIS
1504
Accurate Investment Solutions
Pennsylvania
$34K +$237 +3 +0.7%
TFO
1505
Tarbox Family Office
California
$33K – – –
SIAS
1506
Shine Investment Advisory Services
Colorado
$33K +$32K +405 New
HCC
1507
Hirtle Callaghan & Co
Pennsylvania
$32K -$7.9K -100 -20%
RFA
1508
Reilly Financial Advisors
California
$29K – – –
MIC
1509
MU Investments Company
Japan
$28K – – –
RPG
1510
Risk Paradigm Group
Texas
$24.1K – – –
AWM
1511
Avior Wealth Management
Nebraska
$24K -$14.9K -189 -39%
RBC
1512
Roble Belko & Company
Pennsylvania
$24K – – –
WAP
1513
Wealthcare Advisory Partners
Pennsylvania
$24K – – –
BCMIO
1514
Beacon Capital Management Inc (Ohio)
Ohio
$21K -$79 -1 -0.4%
PCFFS
1515
Pacific Center for Financial Services
California
$21K – – –
CJA
1516
C-J Advisory
California
$19K – – –
MCIA
1517
Mountain Capital Investment Advisors
Colorado
$19K +$18.6K +235 New
PS
1518
Portfolio Solutions
Michigan
$18K – – –
SBL
1519
Sargent Bickham Lagudis
Colorado
$18K +$2.29K +29 +14%
VFA
1520
Virtus Fund Advisers
Connecticut
$17K -$5.16M -65,311 -100%
LYV
1521
Live Your Vision
Pennsylvania
$16K – – –
RCG
1522
Ruggie Capital Group
Florida
$16K – – –
RWM
1523
Raffa Wealth Management
District of Columbia
$13.3K – – –
CPA
1524
Clear Perspective Advisors
Illinois
$13K – – –
LWA
1525
Lowe Wealth Advisors
Maryland
$13K +$79 +1 +0.6%
59 60
61
62 63