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Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1926
Alpha Paradigm Partners
Illinois
$105K +$104K +1,238 New
AWM
1927
AllSquare Wealth Management
New York
$104K – – –
GWSG
1928
GPS Wealth Strategies Group
Colorado
$103K – – –
TI
1929
Truehand Inc
New Hampshire
$103K – – –
WBC
1930
West Branch Capital
Massachusetts
$100K – – –
ME
1931
McIlrath & Eck
Washington
$99K +$14.2K +170 +17%
BFC
1932
Bedel Financial Consulting
Indiana
$98K – – –
GAM
1933
Gemmer Asset Management
California
$94K +$1.09K +13 +1%
SN
1934
Sittner & Nelson
Oregon
$93K – – –
GPA
1935
Guidance Point Advisors
Massachusetts
$93K +$92.7K +1,107 New
BHWM
1936
Bay Harbor Wealth Management
Maryland
$92K -$84 -1 -0.1%
AWM
1937
Atticus Wealth Management
Florida
$91K -$133K -1,589 -60%
WOC
1938
West Oak Capital
California
$90K +$2.93K +35 +3%
HWM
1939
HighMark Wealth Management
Minnesota
$89K +$503 +6 +0.6%
ZB
1940
Zions Bancorporation
Utah
$87K -$3.85K -46 -4%
COCM
1941
Charter Oak Capital Management
New Hampshire
$87K +$168 +2 +0.2%
BAM
1942
Bellevue Asset Management
Washington
$86K – – –
MCA
1943
Mercer Capital Advisers
New Jersey
$85K -$41.9K -500 -33%
KC
1944
Knuff & Co
California
$85K -$25.1K -300 -23%
FGAM
1945
Financial Gravity Asset Management
Texas
$85K +$3.1K +37 +33%
TCWA
1946
Ten Capital Wealth Advisors
Washington
$83K +$81.7K +975 New
CFFP
1947
Center for Financial Planning
Michigan
$82K -$3.35K -40 -4%
GCM
1948
Gables Capital Management
Florida
$82K – – –
MAM
1949
McCarthy Asset Management
California
$82K +$84 +1 +0.1%
SAM
1950
S.A. Mason
Michigan
$82K +$20.9K +250 +35%
76 77
78
79 80