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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1701
MinichMacGregor Wealth Management
New York
$101K -$1.45K -15 -1%
APSP
1702
Asset Planning Services (Pennsylvania)
Pennsylvania
$99K +$96.5K +1,000 New
CFG
1703
CKW Financial Group
Hawaii
$96K – – –
EP
1704
Edinburgh Partners
United Kingdom
$91K – – –
AWMS
1705
Advocacy Wealth Management Services
Georgia
$91K +$386 +4 +0.4%
NYLT
1706
New York Life Trust
New York
$89K -$17.4K -180 -17%
ANBT
1707
American National Bank & Trust
Texas
$89K – – –
HCC
1708
Hirtle Callaghan & Co
Pennsylvania
$86K -$16.1K -167 -16%
SCA
1709
Stuart Chaussee & Associates
California
$86K – – –
PO
1710
Private Ocean
California
$86K +$97 +1 +0.1%
RAM
1711
Riggs Asset Management
Pennsylvania
$84K -$386K -4,000 -82%
RCG
1712
Ruggie Capital Group
Florida
$83K +$80.9K +838 New
SEC
1713
Seven Eight Capital
New York
$82K -$212K -2,200 -73%
NC
1714
Nicholas Company
Wisconsin
$79K +$77.2K +800 New
ARMC
1715
American Research & Management Company
Massachusetts
$76K – – –
AOWM
1716
Alpha Omega Wealth Management
Virginia
$74K -$38.6K -400 -35%
CWM
1717
Cranbrook Wealth Management
Michigan
$73K – – –
DSN
1718
D. Scott Neal
Kentucky
$73K +$97 +1 +0.1%
CCMW
1719
Cypress Capital Management (Wyoming)
Wyoming
$70K +$9.65K +100 +17%
SHJ
1720
Sharkey, Howes & Javer
Colorado
$70K – – –
DPA
1721
Delphi Private Advisors
California
$68K -$10.1K -105 -13%
MBT
1722
Monroe Bank & Trust
Michigan
$63K +$3.57K +37 +6%
WCM
1723
Wealthcare Capital Management
Virginia
$62K – – –
AIM
1724
Arcadia Investment Management
Michigan
$61K – – –
CFN
1725
Cordasco Financial Network
Florida
$60K – – –
67 68
69
70 71