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Name Holding Trade Value Shares
Change 		Change in
Stake
SGA
2201
Strategic Global Advisors
California
$205K +$218K +1,880 New
AF
2202
Affiance Financial
Minnesota
$203K – – –
CIC
2203
Chilton Investment Company
Connecticut
$202K -$213K -1,840 -50%
SFC
2204
SYM Financial Corp
Indiana
$201K -$177K -1,527 -45%
MCIA
2205
Mountain Capital Investment Advisors
Colorado
$201K -$43.4K -375 -17%
TVAMP
2206
Tennessee Valley Asset Management Partners
Tennessee
$201K +$214K +1,846 New
PA
2207
Planning Alternatives
Michigan
$201K +$215K +1,852 New
SA
2208
SRH Advisors
Kansas
$199K – – –
LFASL
2209
Lugano Financial Advisors SA (LFA)
Switzerland
$194K – – –
CF
2210
Corrigan Financial
Rhode Island
$193K -$2.66K -23 -1%
PO
2211
Private Ocean
California
$192K -$37.4K -323 -15%
PCM
2212
Prelude Capital Management
New York
$190K +$138K +1,192 +217%
QCIG
2213
Quad-Cities Investment Group
Iowa
$188K – – –
HR
2214
Howe & Rusling
New York
$186K -$3.57M -30,837 -95%
FC
2215
Ferris Capital
Massachusetts
$186K +$35.7K +308 +22%
PCM
2216
Princeton Capital Management
New Jersey
$183K – – –
RWM
2217
Raffa Wealth Management
District of Columbia
$183K -$148K -1,277 -43%
CMBA
2218
C.M. Bidwell & Associates
Hawaii
$181K +$192K +1,660 New
RCG
2219
Ruggie Capital Group
Florida
$180K +$128K +1,106 +203%
SGS
2220
Sterling Global Strategies
California
$175K +$187K +1,610 New
HIIFS
2221
Harel Insurance Investments & Financial Services
Israel
$174K -$544K -4,700 -75%
LGWM
2222
Litman Gregory Wealth Management
California
$174K +$165K +1,428 +830%
AWMF
2223
Arbor Wealth Management (Florida)
Florida
$174K +$186K +1,603 New
LWS
2224
Lucia Wealth Services
California
$168K -$45.9K -396 -20%
BC
2225
Barnett & Company
Tennessee
$164K – – –
87 88
89
90 91