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Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
1901
TS Financial Group (TSFG)
Illinois
$8K – – –
WWM
1902
Willingdon Wealth Management
North Carolina
$7K -$3.5K -14 -36%
SC
1903
Sawyer & Company
Massachusetts
$7K – – –
SCA
1904
Stuart Chaussee & Associates
California
$7K – – –
THWM
1905
Taylor Hoffman Wealth Management
Virginia
$6K – – –
TVWM
1906
Tower View Wealth Management
Wisconsin
$5K – – –
GEA
1907
Glen Eagle Advisors
New Jersey
$4.5K +$250 +1 +6%
LHC
1908
Little House Capital
Massachusetts
$4.02K -$76.1K -304 -2%
MWM
1909
Meridian Wealth Management
Kentucky
$3.84K +$20K +80 +6%
TAIM
1910
TD Ameritrade Investment Management
Nebraska
$3K -$132K -529 -98%
AA
1911
AlphaMark Advisors
Kentucky
$3K – – –
CCM
1912
Copeland Capital Management
Pennsylvania
$3K – – –
VNA
1913
Valley National Advisers
Pennsylvania
$3K – – –
PW
1914
Price Wealth
Texas
$3K +$2.5K +10 New
RCG
1915
Ruggie Capital Group
Florida
$3K +$3K +12 New
HHAA
1916
Henry H. Armstrong Associates
Pennsylvania
$2.68K -$4.75M -19,000 -65%
NC
1917
NewSquare Capital
Pennsylvania
$2K -$17K -68 -92%
BC
1918
Barnett & Company
Tennessee
$2K – – –
GC
1919
Globeflex Capital
California
$2K +$1.5K +6 New
PCTC
1920
Perkins Coie Trust Company
Washington
$2K +$1.75K +7 New
CIR
1921
Clear Investment Research
Georgia
$1K – – –
NDSI
1922
Newman Dignan & Sheerar Inc
Rhode Island
$606 – – –
BRWM
1923
B. Riley Wealth Management
Tennessee
$375 +$28.5K +114 +9%
CT
1924
Chicago Trust
Illinois
$328 -$26K -104 -8%
WIM
1925
Westside Investment Management
California
$2 +$2.75K +11 New
75 76
77
78 79