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Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
1651
Tarbox Family Office
California
$91K -$29.1K -591 -25%
BWL
1652
Bogart Wealth LLC
Virginia
$91K – – –
IFAM
1653
Institutional & Family Asset Management
Colorado
$90K -$3.59K -73 -4%
PWMG
1654
Prestige Wealth Management Group
New Jersey
$89K -$16.6K -337 -16%
WC
1655
Whitnell & Co
Illinois
$89K – – –
CIA
1656
CSat Investment Advisory
Michigan
$89K +$80.7K +1,640 +2,247%
ST
1657
Sageworth Trust
Pennsylvania
$89K +$83.9K +1,705 New
GEA
1658
Glen Eagle Advisors
New Jersey
$87.4K +$7.29K +148 +10%
CRM
1659
Cramer Rosenthal McGlynn
Connecticut
$87K – – –
NCM
1660
Narwhal Capital Management
Georgia
$85K -$1.43M -28,992 -95%
AAP
1661
Arax Advisory Partners
Colorado
$84K +$78.6K +1,596 New
CA
1662
Centerpoint Advisors
Massachusetts
$83K – – –
JFA
1663
JNBA Financial Advisors
Minnesota
$83K +$591 +12 +0.8%
LWM
1664
Lenox Wealth Management
Ohio
$82K -$177K -3,589 -70%
TL
1665
TrueWealth LLC
Georgia
$82K -$11.2K -228 -13%
MS
1666
Mizuho Securities
Japan
$82K +$43.8K +889 +130%
MAM
1667
Meeder Asset Management
Ohio
$78K +$67.5K +1,371 +1,063%
RFWA
1668
RPg Family Wealth Advisory
Massachusetts
$75.4K – – –
PCFFS
1669
Pacific Center for Financial Services
California
$75K -$935 -19 -1%
KFS
1670
Kelly Financial Services
Massachusetts
$74.4K +$49 +1 +0.1%
FMB
1671
Field & Main Bank
Kentucky
$74K – – –
SLF
1672
Sun Life Financial
Ontario, Canada
$73K -$78.2K -1,588 -53%
NCM
1673
Nelson Capital Management
California
$73K – – –
RWG
1674
Regal Wealth Group
California
$72K +$49 +1 +0.1%
TCM
1675
TD Capital Management
Tennessee
$72K +$295 +6 +0.4%
65 66
67
68 69