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Name Holding Trade Value Shares
Change
Change in
Stake
AFS
2151
Annapolis Financial Services
Maryland
$179K – – –
AIM
2152
Acropolis Investment Management
Missouri
$176K -$123K -1,329 -44%
CAC
2153
Core Alternative Capital
Georgia
$176K +$158K +1,709 New
SFM
2154
Systematic Financial Management
New Jersey
$174K – – –
FWM
2155
Focused Wealth Management
New York
$174K +$92 +1 +0.1%
GFA
2156
Gifford Fong Associates
California
$173K – – –
MGI
2157
MayTech Global Investments
New York
$173K – – –
FFA
2158
Freedman Financial Associates
Massachusetts
$165K -$9.24K -100 -6%
RCG
2159
Rock Creek Group
District of Columbia
$164K -$31.1K -337 -17%
BAM
2160
Barrett Asset Management
New York
$163K +$133K +1,435 +963%
ACM
2161
AUA Capital Management
Pennsylvania
$161K – – –
AIC
2162
Ayalon Insurance Company
Israel
$160K – – –
SC
2163
Sierra Capital
Florida
$160K +$8.41K +91 +6%
TIM
2164
Tortoise Investment Management
New York
$156K +$55.4K +600 +66%
C
2165
Covestor
United Kingdom
$155K +$138K +1,498 New
NFSG
2166
Newbridge Financial Services Group
Florida
$152K -$26.1K -282 -16%
SWM
2167
Sugarloaf Wealth Management
Georgia
$149K +$554 +6 +0.4%
MCM
2168
MV Capital Management
Maryland
$149K +$5.64K +61 +4%
MHR
2169
Matthew Hamilton Rosenberg
$146K +$11.1K +120 +9%
DAM
2170
Delta Asset Management
Tennessee
$143K – – –
TWM
2171
Tradition Wealth Management
Minnesota
$143K – – –
TCM
2172
TD Capital Management
Tennessee
$140K +$8.32K +90 +7%
SC
2173
Stephens Consulting
Michigan
$140K +$125K +1,356 New
BBPWM
2174
Blue Bell Private Wealth Management
Pennsylvania
$138K +$124K +1,338 New
FCFS
2175
First Command Financial Services
Texas
$136K -$15.4K -167 -11%