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Name Holding Trade Value Shares
Change 		Change in
Stake
TCCM
1701
Timber Creek Capital Management
Massachusetts
$105K – – –
HIM
1702
Hillsdale Investment Management
Ontario, Canada
$98K – – –
HA
1703
Harfst & Associates
Wyoming
$96K +$99K +616 New
RBC
1704
Roble Belko & Company
Pennsylvania
$92K +$17.2K +107 +22%
FA
1705
Financial Advantage
Maryland
$88K -$4.5K -28 -5%
WCM
1706
Wealthcare Capital Management
Virginia
$85K -$101K -631 -53%
BRWM
1707
B. Riley Wealth Management
Tennessee
$85K – – –
FMP
1708
Financial Management Professionals
Texas
$85K +$482 +3 +0.6%
LFR
1709
Lehman Financial Resources
Pennsylvania
$81K – – –
LOCB
1710
Lombard Odier & Cie (Bahamas)
Bahamas
$81K – – –
APSP
1711
Asset Planning Services (Pennsylvania)
Pennsylvania
$76K +$79.1K +492 New
AIM
1712
Assured Investment Management
New York
$71K -$1.42M -8,862 -95%
LWA
1713
Lowe Wealth Advisors
Maryland
$65K -$65.3K -406 -49%
LOT
1714
Lombard Odier Transatlantic
Quebec, Canada
$65K -$33.8K -210 -33%
IPC
1715
Independent Portfolio Consultants
Florida
$57K -$18.6K -116 -24%
KPCM
1716
Kings Point Capital Management
New York
$56K – – –
OP
1717
Oldfield Partners
United Kingdom
$49K – – –
WA
1718
Waverly Advisors
Alabama
$49K – – –
SAC
1719
Smith Affiliated Capital
New York
$48.8K – – –
BWFA
1720
Baltimore-Washington Financial Advisors
Maryland
$47K -$3.38K -21 -6%
NCMG
1721
NCM Capital Management Group
North Carolina
$45K – – –
NC
1722
NewSquare Capital
Pennsylvania
$42K +$2.09K +13 +5%
NHFG
1723
New Harbor Financial Group
Massachusetts
$40K – – –
WA
1724
Winfield Associates
Ohio
$33K – – –
EWM
1725
Edge Wealth Management
New York
$32K -$143K -889 -81%
67 68
69
70 71