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Name Holding Trade Value Shares
Change 		Change in
Stake
TWMP
2101
Taylor Wealth Management Partners
Massachusetts
$39K +$4.83K +24 +15%
CJA
2102
C-J Advisory
California
$38K -$13.1K -65 -26%
MAM
2103
Magellan Asset Management
Australia
$38K +$37.2K +185 New
OHS
2104
Odey Holdings (Switzerland)
Switzerland
$37K – – –
CWM
2105
Catamount Wealth Management
Connecticut
$36K – – –
TCM
2106
TD Capital Management
Tennessee
$34K – – –
VDFA
2107
Vickerman & Driscoll Financial Advisors
Washington
$33K +$32K +159 New
NCM
2108
New Capital Management
Texas
$32K – – –
WG
2109
Welch Group
Alabama
$29.8K -$330K -1,640 -1%
BL
2110
Balentine LLC
Georgia
$28K -$5.84K -29 -18%
PO
2111
Private Ocean
California
$28K – – –
PS
2112
Portfolio Strategies
New York
$26K -$43.7K -217 -63%
WCM
2113
Wealthcare Capital Management
Virginia
$26K – – –
TG
2114
TLP Group
Illinois
$25K -$14.3K -71 -37%
CAM
2115
Cacti Asset Management
Georgia
$21K – – –
PSC
2116
Prentiss Smith & Co
Vermont
$21K – – –
TAIM
2117
TD Ameritrade Investment Management
Nebraska
$21K +$13.5K +67 +209%
SCA
2118
Stuart Chaussee & Associates
California
$18K – – –
CIM
2119
Contravisory Investment Management
Massachusetts
$16K – – –
BI
2120
Bramshill Investments
Florida
$16K +$15.3K +76 New
AJ
2121
Ashburton (Jersey)
Jersey
$15.7K -$3.97M -19,740 -21%
LFASL
2122
Lugano Financial Advisors SA (LFA)
Switzerland
$15K – – –
FWM
2123
Focused Wealth Management
New York
$14K -$4.83K -24 -26%
SIAS
2124
Shine Investment Advisory Services
Colorado
$14K – – –
FGAM
2125
Financial Gravity Asset Management
Texas
$13K -$6.44K -32 -31%
83 84
85
86 87