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Name Holding Trade Value Shares
Change 		Change in
Stake
CCMW
1876
Cypress Capital Management (Wyoming)
Wyoming
$50.6K – – –
BWP
1877
Baldwin Wealth Partners
Massachusetts
$47K -$232K -6,490 -82%
SA
1878
SRH Advisors
Kansas
$44K – – –
APSP
1879
Asset Planning Services (Pennsylvania)
Pennsylvania
$44K +$215 +6 +0.5%
TCM
1880
TD Capital Management
Tennessee
$39K +$41.6K +1,163 New
HMS
1881
Hanseatic Management Services
New Mexico
$36K +$2.72K +76 +8%
SHJ
1882
Sharkey, Howes & Javer
Colorado
$35K – – –
MAM
1883
Magellan Asset Management
Australia
$35K +$4.65K +130 +14%
FCT
1884
Family Capital Trust
Massachusetts
$34K -$24.2K -675 -40%
HT
1885
Heritage Trust
Oklahoma
$34K – – –
RFWA
1886
RPg Family Wealth Advisory
Massachusetts
$31.8K +$19.7K +551 +141%
TJHA
1887
Thomas J. Herzfeld Advisors
Florida
$31K -$34.5K -965 -51%
PCC
1888
Park Circle Company
Maryland
$30K – – –
DPA
1889
Delphi Private Advisors
California
$25K – – –
TIM
1890
Tortoise Investment Management
New York
$23K -$537 -15 -2%
CAL
1891
Capital Advisors Ltd
Ohio
$23K – – –
RWM
1892
Raffa Wealth Management
District of Columbia
$22.6K – – –
TWMP
1893
Taylor Wealth Management Partners
Massachusetts
$22K – – –
PO
1894
Private Ocean
California
$20K +$143 +4 +0.7%
CTB
1895
Country Trust Bank
Illinois
$20K +$4.76K +133 +30%
WAS
1896
Winch Advisory Services
Wisconsin
$20K +$6.05K +169 +39%
NC
1897
NewSquare Capital
Pennsylvania
$19K +$6.3K +176 +47%
AWMS
1898
Advocacy Wealth Management Services
Georgia
$18K – – –
IF
1899
Ironwood Financial
Arizona
$17K – – –
CAM
1900
ClariVest Asset Management
California
$15K – – –
74 75
76
77 78