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Name Holding Trade Value Shares
Change 		Change in
Stake
TWMP
951
Taylor Wealth Management Partners
Massachusetts
$52K – – –
RWA
952
Ropes Wealth Advisors
Massachusetts
$52K +$16.4K +1,301 +43%
CGT
953
Capital Guardian Trust
California
$52K +$37.9K +3,000 +225%
AIM
954
Acrospire Investment Management
Illinois
$48K -$167K -13,200 -77%
WC
955
Whitnell & Co
Illinois
$48K – – –
TFO
956
Tarbox Family Office
California
$46K +$404 +32 +0.8%
TCM
957
Tradewinds Capital Management
Washington
$45K +$76 +6 +0.2%
AWM
958
AllSquare Wealth Management
New York
$44K +$50 +4 +0.1%
RWM
959
Raffa Wealth Management
District of Columbia
$43.3K – – –
CP
960
Corbenic Partners
Pennsylvania
$43K +$38 +3 +0.1%
EWM
961
Edge Wealth Management
New York
$43K +$6.31K +500 +16%
VIA
962
Vantage Investment Advisors
Pennsylvania
$42K -$76.9K -6,094 -64%
TF
963
Tompkins Financial
New York
$42K -$2.78K -220 -6%
SFG
964
Sage Financial Group
Pennsylvania
$42K – – –
TC
965
Trust Company
Kansas
$42K +$2.99K +237 +7%
EWM
966
Endurance Wealth Management
Rhode Island
$40K – – –
MWM
967
MinichMacGregor Wealth Management
New York
$40K +$76 +6 +0.2%
ST
968
Smithfield Trust
Pennsylvania
$39K -$2.02K -160 -5%
WIC
969
Woodmont Investment Counsel
Tennessee
$38K +$39.9K +3,162 New
MA
970
MCF Advisors
Kentucky
$37K -$3.99K -316 -9%
PIM
971
Parasol Investment Management
Illinois
$37K – – –
PSC
972
Prentiss Smith & Co
Vermont
$36K +$8.84K +700 +30%
BBPWM
973
Blue Bell Private Wealth Management
Pennsylvania
$34K -$29.4K -2,326 -45%
RFWA
974
RPg Family Wealth Advisory
Massachusetts
$30.3K -$12.8K -1,018 -29%
LWM
975
Lenox Wealth Management
Ohio
$30K – – –
37 38
39
40 41