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Name Holding Trade Value Shares
Change 		Change in
Stake
BWFA
1651
Baltimore-Washington Financial Advisors
Maryland
$39K -$27.3K -271 -42%
RA
1652
Rational Advisors
New York
$38K -$24.6K -244 -40%
MJP
1653
Michael J. Puzo
$38K +$36.3K +360 New
LWA
1654
Lowe Wealth Advisors
Maryland
$37K +$303 +3 +0.9%
PFG
1655
Piershale Financial Group
Illinois
$37K +$4.74K +47 +15%
RWM
1656
Raffa Wealth Management
District of Columbia
$35.2K – – –
TRCT
1657
Tower Research Capital (TRC)
New York
$34K +$23K +228 +228%
CFSG
1658
Community Financial Services Group
Vermont
$33K -$13.8K -137 -30%
JAM
1659
Jolley Asset Management
North Carolina
$31K – – –
TCM
1660
Tanaka Capital Management
New York
$30K – – –
NC
1661
NewSquare Capital
Pennsylvania
$28K – – –
IF
1662
Ironwood Financial
Arizona
$25K +$22.5K +223 +1,115%
TWMP
1663
Taylor Wealth Management Partners
Massachusetts
$25K +$23.9K +237 New
PO
1664
Private Ocean
California
$23K +$202 +2 +0.9%
GXMC
1665
Global X Management Company
New York
$21K -$2.62K -26 -11%
CIM
1666
Contravisory Investment Management
Massachusetts
$21K – – –
JAM
1667
JCIC Asset Management
Ontario, Canada
$21K – – –
CG
1668
Cleary Gull
Wisconsin
$21K +$20.2K +200 New
OAJ
1669
Ogorek Anthony Joseph
New York
$18K +$202 +2 +1%
CCMW
1670
Cypress Capital Management (Wyoming)
Wyoming
$15.7K – – –
SC
1671
Saturna Capital
Washington
$15K – – –
SA
1672
SRH Advisors
Kansas
$12K – – –
RBC
1673
Roble Belko & Company
Pennsylvania
$12K +$11.5K +114 New
CFN
1674
Cordasco Financial Network
Florida
$11K – – –
WA
1675
WealthTrust-Arizona
Arizona
$10K – – –
65 66
67
68 69