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Name Holding Trade Value Shares
Change 		Change in
Stake
EMA
1951
Efficient Market Advisors
California
$100K -$778 -6 -0.8%
WCM
1952
Wealthcare Capital Management
Virginia
$96K -$75.7K -584 -44%
TFO
1953
Tarbox Family Office
California
$94K -$7.39K -57 -7%
LWA
1954
Lenox Wealth Advisors
New York
$94K -$130 -1 -0.1%
TAM
1955
Trust Asset Management
Texas
$90K -$1.09M -8,385 -92%
HA
1956
Harfst & Associates
Wyoming
$88K +$89.4K +689 New
RAM
1957
Riggs Asset Management
Pennsylvania
$82K +$49.9K +385 +150%
IP
1958
Isthmus Partners
Wisconsin
$81K – – –
RI
1959
Redwood Investments
Massachusetts
$79K – – –
RWM
1960
Raffa Wealth Management
District of Columbia
$75.4K +$45K +347 +142%
CGH
1961
Cleary Gull Holdings
Wisconsin
$75K +$76.3K +588 New
MUS
1962
Mitsubishi UFJ Securities
Japan
$70K +$58K +447 +430%
CWM
1963
Catamount Wealth Management
Connecticut
$69K +$13.5K +104 +24%
FI
1964
FCM Investments
Texas
$64K – – –
MIP
1965
Mondrian Investment Partners
United Kingdom
$58K – – –
IF
1966
Ironwood Financial
Arizona
$55K +$21.4K +165 +62%
BWFA
1967
Baltimore-Washington Financial Advisors
Maryland
$53K -$1.82K -14 -3%
TCCM
1968
Timber Creek Capital Management
Massachusetts
$53K – – –
MAS
1969
Madden Advisory Services
Florida
$53K +$54.3K +419 New
TWMP
1970
Taylor Wealth Management Partners
Massachusetts
$52K +$37.7K +291 +251%
KAS
1971
Kemnay Advisory Services
New York
$50K – – –
BL
1972
Balentine LLC
Georgia
$48K -$102K -783 -68%
PTC
1973
Philadelphia Trust Company
Pennsylvania
$44.5K -$1.2M -9,215 -97%
MS
1974
Marshall & Sullivan
Washington
$40K – – –
SA
1975
SRH Advisors
Kansas
$40K – – –
77 78
79
80 81