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Name Holding Trade Value Shares
Change 		Change in
Stake
LD
1926
Lipe & Dalton
New York
$198K – – –
PSC
1927
Prentiss Smith & Co
Vermont
$198K – – –
GRP
1928
Global Retirement Partners
California
$194K -$897 -8 -0.4%
MWM
1929
MinichMacGregor Wealth Management
New York
$189K -$4.71K -42 -2%
JWBC
1930
John W. Bristol & Co
New York
$185K – – –
LF
1931
Lee Financial
Texas
$183K – – –
CFN
1932
Cordasco Financial Network
Florida
$173K -$32.5K -290 -15%
DSN
1933
D. Scott Neal
Kentucky
$167K – – –
IP
1934
Intellectus Partners
California
$166K – – –
LWM
1935
Lenox Wealth Management
Ohio
$165K -$50.6K -451 -23%
RCG
1936
Ruggie Capital Group
Florida
$157K +$97.7K +871 +147%
NCM
1937
New Capital Management
Texas
$156K +$449 +4 +0.3%
MIC
1938
MU Investments Company
Japan
$155K -$22.4K -200 -12%
ED
1939
Exane Derivatives
France
$151K -$680K -6,063 -81%
TFO
1940
Tarbox Family Office
California
$151K – – –
IP
1941
Isthmus Partners
Wisconsin
$141K -$98.3K -876 -40%
ACM
1942
Americafirst Capital Management
California
$140K +$146K +1,303 New
CPP
1943
Crow Point Partners
Massachusetts
$137K +$26.2K +234 +23%
WA
1944
Winfield Associates
Ohio
$133K -$1.68K -15 -1%
RAM
1945
Riggs Asset Management
Pennsylvania
$130K -$2.8K -25 -2%
PFGIA
1946
Patriot Financial Group Insurance Agency
Massachusetts
$129K -$1.35K -12 -1%
KBFS
1947
Kohmann Bosshard Financial Services
Ohio
$125K +$130K +1,163 New
TDC
1948
Thompson Davis & Co
Virginia
$123K +$21.4K +191 +20%
BIG
1949
Bellwether Investment Group
Tennessee
$122K -$510K -4,547 -80%
MWM
1950
Mascoma Wealth Management
New Hampshire
$120K – – –
76 77
78
79 80