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Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
2501
Bay Harbor Wealth Management
Maryland
$54K -$3.04K -22 -5%
AWMS
2502
Advocacy Wealth Management Services
Georgia
$50K +$18.3K +132 +53%
IWA
2503
Intercontinental Wealth Advisors
Texas
$48K – – –
CAM
2504
CenterStar Asset Management
Illinois
$44K – – –
BL
2505
Balentine LLC
Georgia
$44K +$5.25K +38 +13%
HI
2506
Human Investing
Oregon
$43K +$1.94K +14 +4%
HS
2507
Horan Securities
United States
$42K – – –
IF
2508
Ironwood Financial
Arizona
$42K – – –
DOA
2509
D'Orazio & Associates
Virginia
$41K – – –
MAU
2510
MRA Associates USA
Arizona
$40.8K -$9.13K -66 -17%
SA
2511
SRH Advisors
Kansas
$39K – – –
TCM
2512
Tanaka Capital Management
New York
$37K – – –
AAP
2513
Arax Advisory Partners
Colorado
$37K +$138 +1 +0.4%
DWA
2514
Dougherty Wealth Advisers
Minnesota
$36K -$83K -600 -68%
GWAG
2515
Garrett Wealth Advisory Group
Texas
$35.8K +$38K +275 New
JWM
2516
Janiczek Wealth Management
Colorado
$32K +$16.6K +120 +97%
OAJ
2517
Ogorek Anthony Joseph
New York
$30K – – –
WCM
2518
Wealthcare Capital Management
Virginia
$26K – – –
OIM
2519
Opus Investment Management
Massachusetts
$26K +$27.7K +200 New
CA
2520
Centerpoint Advisors
Massachusetts
$25K – – –
CCMW
2521
Cypress Capital Management (Wyoming)
Wyoming
$25K – – –
HIIFS
2522
Harel Insurance Investments & Financial Services
Israel
$22K -$55.2K -399 -70%
JAM
2523
JCIC Asset Management
Ontario, Canada
$22K – – –
MIM
2524
Macroview Investment Management
Maryland
$21K – – –
NC
2525
NewSquare Capital
Pennsylvania
$20K -$32.4K -234 -61%
99 100
101
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