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Name Holding Trade Value Shares
Change
Change in
Stake
WOC
2051
West Oak Capital
California
$129K – – –
FFA
2052
Frazier Financial Advisors
Ohio
$128K +$116K +1,626 New
UIA
2053
Ulland Investment Advisors
Minnesota
$127K -$17.8K -250 -13%
BONH
2054
Bank of New Hampshire
New Hampshire
$126K -$14.5K -204 -11%
Bank Julius Baer & Co
2055
Bank Julius Baer & Co
Switzerland
$125K -$43.1K -605 -28%
WAM
2056
WFA Asset Management
Wisconsin
$121K -$86.4K -1,214 -44%
ETC
2057
Exchange Traded Concepts
Oklahoma
$121K -$317K -4,460 -74%
TCA
2058
Trifecta Capital Advisors
Illinois
$119K -$4.06K -57 -4%
CFG
2059
CKW Financial Group
Hawaii
$119K – – –
MWM
2060
Mascoma Wealth Management
New Hampshire
$118K -$2.49K -35 -2%
FUBT
2061
First United Bank & Trust
Maryland
$116K +$105K +1,470 New
IHWM
2062
Iron Horse Wealth Management
Iowa
$115K – – –
CTA
2063
Colonial Trust Advisors
South Carolina
$114K -$9.96K -140 -9%
BBPWM
2064
Blue Bell Private Wealth Management
Pennsylvania
$114K – – –
AFWM
2065
Abich Financial Wealth Management
Virginia
$109K +$97.9K +1,376 New
GCM
2066
Gables Capital Management
Florida
$106K +$11.7K +165 +14%
CTWM
2067
Cherry Tree Wealth Management
Minnesota
$102K -$78.3K -1,100 -46%
DAM
2068
Delta Asset Management
Tennessee
$101K -$7.12K -100 -7%
PGAM
2069
Princeton Global Asset Management
New Jersey
$100K +$4.84K +68 +6%
JWM
2070
Janiczek Wealth Management
Colorado
$100K +$23.7K +333 +36%
OIAM
2071
OFI Invest Asset Management
France
$99.9K – – –
TCM
2072
TD Capital Management
Tennessee
$99.7K – – –
AA
2073
AlphaMark Advisors
Kentucky
$96K +$15.2K +213 +21%
FFC
2074
First Financial Corp
Indiana
$95.8K +$2.63K +37 +3%
AWM
2075
AllSquare Wealth Management
New York
$94.5K – – –