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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1801
McCarthy Asset Management
California
$112K +$106K +1,636 New
CWC
1802
Carolinas Wealth Consulting
North Carolina
$108K +$60.4K +928 +141%
ACM
1803
AUA Capital Management
Pennsylvania
$107K – – –
NFSG
1804
Newbridge Financial Services Group
Florida
$106K -$59.8K -919 -37%
TPWA
1805
TRUE Private Wealth Advisors
Oregon
$106K +$1.3K +20 +1%
ED
1806
Exane Derivatives
France
$103K +$781 +12 +0.8%
FCB
1807
First Command Bank
Texas
$103K +$28.2K +433 +40%
FCFS
1808
First Command Financial Services
Texas
$103K +$28.2K +433 +40%
FWM
1809
Focused Wealth Management
New York
$102K -$34K -522 -26%
BWM
1810
Baystate Wealth Management
Massachusetts
$102K -$31.8K -489 -25%
CDIA
1811
Capital Directions Investment Advisors
Georgia
$102K – – –
MCA
1812
Mercer Capital Advisers
New Jersey
$102K – – –
FFA
1813
Freedman Financial Associates
Massachusetts
$102K +$97.3K +1,496 New
RCA
1814
Ranch Capital Advisors
Florida
$100K -$129K -1,981 -57%
SWM
1815
Sugarloaf Wealth Management
Georgia
$97K -$3.45K -53 -4%
DAM
1816
Delta Asset Management
Tennessee
$95K +$15.1K +232 +20%
BAM
1817
Bellevue Asset Management
Washington
$92K +$65 +1 +0.1%
MIFH
1818
Migdal Insurance & Financial Holdings
Israel
$91K – – –
TI
1819
Truehand Inc
New Hampshire
$91K – – –
CL
1820
COWA LLC
Oklahoma
$87K +$75.1K +1,154 New
TCM
1821
TD Capital Management
Tennessee
$86K -$27.8K -428 -25%
PS
1822
Planned Solutions
California
$86K – – –
IHWM
1823
Iron Horse Wealth Management
Iowa
$85K +$80.9K +1,244 New
HI
1824
Hudock Inc
Pennsylvania
$84K +$585 +9 +0.7%
MLFP
1825
MPS Loria Financial Planners
Illinois
$84K +$5.98K +92 +8%
71 72
73
74 75