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Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
2151
Rock Creek Group
District of Columbia
$164K -$31.1K -337 -17%
BAM
2152
Barrett Asset Management
New York
$163K +$133K +1,435 +963%
ACM
2153
AUA Capital Management
Pennsylvania
$161K – – –
AIC
2154
Ayalon Insurance Company
Israel
$160K – – –
SC
2155
Sierra Capital
Florida
$160K +$8.41K +91 +6%
TIM
2156
Tortoise Investment Management
New York
$156K +$55.4K +600 +66%
C
2157
Covestor
United Kingdom
$155K +$138K +1,498 New
NFSG
2158
Newbridge Financial Services Group
Florida
$152K -$26.1K -282 -16%
SWM
2159
Sugarloaf Wealth Management
Georgia
$149K +$554 +6 +0.4%
MCM
2160
MV Capital Management
Maryland
$149K +$5.64K +61 +4%
MHR
2161
Matthew Hamilton Rosenberg
$146K +$11.1K +120 +9%
DAM
2162
Delta Asset Management
Tennessee
$143K – – –
TWM
2163
Tradition Wealth Management
Minnesota
$143K – – –
TCM
2164
TD Capital Management
Tennessee
$140K +$8.32K +90 +7%
SC
2165
Stephens Consulting
Michigan
$140K +$125K +1,356 New
BBPWM
2166
Blue Bell Private Wealth Management
Pennsylvania
$138K +$124K +1,338 New
FCFS
2167
First Command Financial Services
Texas
$136K -$15.4K -167 -11%
PIM
2168
Platinum Investment Management
Australia
$135K -$18.3K -198 -13%
LWA
2169
Lenox Wealth Advisors
New York
$133K +$4.53K +49 +4%
ZIG
2170
Zullo Investment Group
Pennsylvania
$133K +$119K +1,287 New
TFP
2171
Tilia Fiduciary Partners
North Carolina
$130K +$117K +1,262 New
IHWM
2172
Iron Horse Wealth Management
Iowa
$128K – – –
FCB
2173
First Command Bank
Texas
$126K – – –
RCM
2174
Regency Capital Management
Hawaii
$125K -$94.3K -1,020 -46%
GWSG
2175
GPS Wealth Strategies Group
Colorado
$125K – – –
85 86
87
88 89