Name Holding Trade Value Shares
Change
Change in
Stake
TF
2101
TimeScale Financial
Massachusetts
$430K -$44K -744 -9%
SFM
2102
Systematic Financial Management
New Jersey
$428K – – –
AIM
2103
AIA Investment Management
Singapore
$428K +$16.3K +275 +4%
TL
2104
TrueWealth LLC
Georgia
$427K +$12.7K +215 +3%
MGIA
2105
Matthew Goff Investment Advisor
Texas
$427K +$17.5K +295 +4%
LDFR
2106
Lehman & Derafelo Financial Resources
Pennsylvania
$425K -$35.5K -600 -7%
PL
2107
Plancorp LLC
Missouri
$425K +$17.3K +293 +4%
PMG
2108
ProVise Management Group
Florida
$424K -$13.8K -234 -3%
EC
2109
Estate Counselors
Wisconsin
$424K +$464K +7,840 New
SRIM
2110
Saratoga Research & Investment Management
California
$423K – – –
NPPM
2111
North Point Portfolio Managers
Ohio
$422K – – –
AA
2112
Altman Advisors
Illinois
$422K +$5.92K +100 +1%
WLIM
2113
White Lighthouse Investment Management
Massachusetts
$422K +$23.7K +400 +5%
EWM
2114
EPG Wealth Management
Georgia
$421K +$21.5K +363 +5%
AWM
2115
AllSquare Wealth Management
New York
$418K – – –
LCS
2116
Levin Capital Strategies
New York
$418K – – –
CAL
2117
Capital Analysts LLC
Pennsylvania
$417K -$3.19K -54 -0.7%
HIM
2118
Hotaling Investment Management
Pennsylvania
$417K – – –
CCA
2119
Conservest Capital Advisors
Pennsylvania
$417K +$2.25K +38 +0.5%
SSWM
2120
Sheets Smith Wealth Management
North Carolina
$415K -$598K -10,114 -57%
GIM
2121
Greylin Investment Management
Virginia
$415K – – –
PFC
2122
Phocas Financial Corp
California
$413K -$59.2K -1,000 -12%
HHGA
2123
Halbert Hargrove Global Advisors
California
$412K +$35K +592 +8%
JF
2124
JSF Financial
California
$411K +$78.7K +1,331 +21%
ETC
2125
Exchange Traded Concepts
Oklahoma
$408K -$2.01K -34 -0.4%