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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1876
Affinity Wealth Management
Delaware
$235K – – –
DK
1877
Darrell & King
Virginia
$235K – – –
LCM
1878
Lucas Capital Management
New Jersey
$235K – – –
TIA
1879
Tandem Investment Advisors
South Carolina
$235K +$217K +1,996 New
RWA
1880
RGT Wealth Advisors
Texas
$234K -$5.77K -53 -3%
LWM
1881
Lenox Wealth Management
Ohio
$234K +$9.26K +85 +4%
TIM
1882
Total Investment Management
Arizona
$234K +$216K +1,988 New
EVM
1883
Evelyn V. Moreno
$233K +$215K +1,975 New
SGK
1884
Steigerwald Gordon & Koch
Virginia
$232K +$215K +1,971 New
SFM
1885
Signature Financial Management
Virginia
$231K -$146K -1,344 -41%
PC
1886
Peavine Capital
Nevada
$231K -$59.9K -550 -22%
PWS
1887
Peloton Wealth Strategists
Indiana
$231K – – –
SRCM
1888
Swift Run Capital Management
Virginia
$229K – – –
CCM
1889
Colorado Capital Management
Colorado
$229K +$213K +1,953 New
TF
1890
Trutina Financial
Washington
$227K +$210K +1,930 New
TB
1891
Terril Brothers
Missouri
$226K +$209K +1,921 New
KA
1892
Klingman & Associates
New York
$225K -$32.1K -295 -13%
CFN
1893
Cordasco Financial Network
Florida
$224K -$103K -942 -33%
AIMCA
1894
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$224K +$207K +1,900 New
WI
1895
WBI Investments
New Jersey
$224K +$208K +1,906 New
DCM
1896
Dimension Capital Management
Florida
$222K +$206K +1,889 New
IWA
1897
Inspirion Wealth Advisors
Illinois
$220K +$203K +1,867 New
CWM
1898
Confluence Wealth Management
Oregon
$220K +$204K +1,872 New
NIMC
1899
NWQ Investment Management Company
California
$219K +$203K +1,864 New
FWSM
1900
First Wilshire Securities Management
California
$218K +$201K +1,850 New
74 75
76
77 78