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Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
2126
West Oak Capital
California
$163K – – –
MWM
2127
Mascoma Wealth Management
New Hampshire
$162K -$7.32K -75 -4%
CCM
2128
Chilton Capital Management
Texas
$161K -$55.3K -567 -25%
AFS
2129
Annapolis Financial Services
Maryland
$161K – – –
TIM
2130
Tortoise Investment Management
New York
$159K +$9.96K +102 +6%
AWM
2131
Accel Wealth Management
Iowa
$157K -$19.3K -198 -11%
SFM
2132
Systematic Financial Management
New Jersey
$156K – – –
GFA
2133
Gifford Fong Associates
California
$155K – – –
MGI
2134
MayTech Global Investments
New York
$155K – – –
TCWA
2135
Ten Capital Wealth Advisors
Washington
$153K – – –
AWM
2136
Atticus Wealth Management
Florida
$149K – – –
PGAM
2137
Princeton Global Asset Management
New Jersey
$148K -$34.2K -350 -18%
AA
2138
AlphaMark Advisors
Kentucky
$147K -$19.5K -200 -11%
SC
2139
Sierra Capital
Florida
$147K – – –
ACM
2140
AUA Capital Management
Pennsylvania
$145K – – –
MCM
2141
MV Capital Management
Maryland
$145K +$7.42K +76 +5%
GWSG
2142
GPS Wealth Strategies Group
Colorado
$141K +$11.1K +114 +8%
JPLA
2143
Joseph P. Lucia & Associates
New York
$139K -$123K -1,265 -46%
WB
2144
West Bancorporation
Iowa
$139K – – –
TWM
2145
Tradition Wealth Management
Minnesota
$138K – – –
SWM
2146
Sugarloaf Wealth Management
Georgia
$135K +$586 +6 +0.4%
CWC
2147
Carolinas Wealth Consulting
North Carolina
$133K -$1.66K -17 -1%
CWM
2148
Curi Wealth Management
North Carolina
$132K +$102K +1,045 +272%
KC
2149
Knuff & Co
California
$125K – – –
SC
2150
Stephens Consulting
Michigan
$125K +$195 +2 +0.1%
84 85
86
87 88