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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2051
Legacy Advisors
Pennsylvania
$30K -$5.35K -31 -16%
IP
2052
Isthmus Partners
Wisconsin
$30K – – –
RFWA
2053
RPg Family Wealth Advisory
Massachusetts
$29.4K – – –
NCM
2054
New Capital Management
Texas
$29K +$173 +1 +0.7%
OPWM
2055
Oak Point Wealth Management
Michigan
$27K +$24.5K +142 New
LWA
2056
Lowe Wealth Advisors
Maryland
$26K – – –
CAM
2057
CenterStar Asset Management
Illinois
$25K – – –
FBT
2058
First Bank & Trust
South Dakota
$24K +$5.18K +30 +32%
TG
2059
TLP Group
Illinois
$22K +$19.7K +114 New
TA
2060
Townsend & Associates
Colorado
$22K +$20K +116 New
IF
2061
Ironwood Financial
Arizona
$21K – – –
NC
2062
NewSquare Capital
Pennsylvania
$21K +$4.83K +28 +33%
WCM
2063
Wealthcare Capital Management
Virginia
$20K +$4.83K +28 +37%
CAM
2064
Cacti Asset Management
Georgia
$19K – – –
PSC
2065
Prentiss Smith & Co
Vermont
$19K – – –
SCA
2066
Stuart Chaussee & Associates
California
$17K +$1.21K +7 +9%
BDWM
2067
Brewin Dolphin Wealth Management
Ireland
$15.2K – – –
CIM
2068
Contravisory Investment Management
Massachusetts
$15K +$12.4K +72 +1,029%
CC
2069
Claybrook Capital
Massachusetts
$14K +$13.1K +76 New
FWM
2070
Focused Wealth Management
New York
$13K – – –
TODC
2071
Trustees of Dartmouth College
New Hampshire
$13K +$11.7K +68 New
BCP
2072
Blackhawk Capital Partners
Wisconsin
$13K +$12.1K +70 New
LWM
2073
Lenox Wealth Management
Ohio
$12K – – –
LWA
2074
Lenox Wealth Advisors
New York
$12K +$9.84K +57 +1,140%
FGC
2075
Financial Gravity Companies
Texas
$12K +$10.7K +62 New
81 82
83
84 85