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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1901
Bogart Wealth LLC
Virginia
$72K – – –
SQA
1902
Simon Quick Advisors
New Jersey
$67K +$26.3K +174 +62%
LA
1903
Legacy Advisors
Pennsylvania
$67K +$67.8K +448 New
WCM
1904
Wealthcare Capital Management
Virginia
$66K +$454 +3 +0.7%
LWS
1905
Lucia Wealth Services
California
$64K +$66.1K +437 New
SMFG
1906
Sumitomo Mitsui Financial Group
Japan
$63K +$65.2K +431 New
TCCM
1907
Timber Creek Capital Management
Massachusetts
$62K -$38.7K -256 -38%
AOWM
1908
Alpha Omega Wealth Management
Virginia
$62K – – –
SHJ
1909
Sharkey, Howes & Javer
Colorado
$62K – – –
ST
1910
Sageworth Trust
Pennsylvania
$61K – – –
BBA
1911
Braun-Bostich & Associates
Pennsylvania
$60K -$78.5K -519 -56%
CAGAS
1912
Capital Advisory Group Advisory Services
Minnesota
$59K +$60.4K +399 New
HL
1913
Harding Loevner
New Jersey
$58K – – –
TG
1914
TLP Group
Illinois
$57K +$59K +390 +39,000%
SIAS
1915
Shine Investment Advisory Services
Colorado
$55K – – –
CCMW
1916
Cypress Capital Management (Wyoming)
Wyoming
$54K – – –
LWM
1917
Lenox Wealth Management
Ohio
$52K -$889K -5,875 -94%
SIAP
1918
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$52K – – –
NSB
1919
Norway Savings Bank
Maine
$52K +$15.9K +105 +42%
WPA
1920
West Paces Advisors
Georgia
$51.7K – – –
TA
1921
Townsend & Associates
Colorado
$51K +$454 +3 +0.9%
SIM
1922
Sonora Investment Management
Arizona
$50.3K +$31.2K +206 +150%
MCM
1923
Mainstay Capital Management
Michigan
$49K -$5.45K -36 -10%
PAI
1924
Pittenger & Anderson Inc
Nebraska
$46K -$23.1K -153 -33%
AFIA
1925
America First Investment Advisors
Nebraska
$46K – – –
75 76
77
78 79