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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1751
Lucas Capital Management
New Jersey
$210K – – –
RCWMU
1752
Rothschild & Co Wealth Management (UK)
United Kingdom
$210K – – –
GC
1753
Gruss & Co
Florida
$210K +$213K +2,000 New
AWM
1754
Affinity Wealth Management
Delaware
$209K – – –
MCMT
1755
Moon Capital Management (Tennessee)
Tennessee
$208K +$1.6K +15 +0.8%
GAM
1756
Garrison Asset Management
Arkansas
$202K – – –
MAS
1757
Madden Advisory Services
Florida
$201K – – –
PA
1758
Planning Alternatives
Michigan
$200K +$203K +1,901 New
IP
1759
Isthmus Partners
Wisconsin
$197K -$5.34K -50 -3%
MCM
1760
MV Capital Management
Maryland
$194K +$1.39K +13 +0.7%
HRIA
1761
Haberer Registered Investment Advisor
Ohio
$192K -$75.8K -710 -28%
JAM
1762
JCIC Asset Management
Ontario, Canada
$191K +$26K +244 +15%
CAL
1763
Capital Analysts LLC
Pennsylvania
$188K -$806K -7,554 -81%
WP
1764
WealthPLAN Partners
Nebraska
$184K +$186K +1,743 New
JWBC
1765
John W. Bristol & Co
New York
$181K – – –
GWM
1766
Gupta Wealth Management
California
$177K +$180K +1,690 New
CFG
1767
CKW Financial Group
Hawaii
$172K – – –
NC
1768
Nicholas Company
Wisconsin
$167K – – –
SC
1769
SRB Corp
Massachusetts
$164K +$32.8K +307 +24%
SA
1770
SRH Advisors
Kansas
$153K +$42.7K +400 +38%
CYG
1771
Clean Yield Group
Vermont
$147K +$149K +1,400 New
KCM
1772
Karp Capital Management
California
$144K +$69.8K +654 +91%
RBC
1773
Roble Belko & Company
Pennsylvania
$142K +$144K +1,348 New
SSG
1774
Summit Securities Group
New York
$136K -$10.7K -100 -7%
FI
1775
FCM Investments
Texas
$134K – – –
69 70
71
72 73