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Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
3001
Triad Investment Management
California
$259K +$21.8K +200 +10%
JC
3002
Jentner Corp
Ohio
$256K +$218 +2 +0.1%
PS
3003
Portfolio Strategies
New York
$255K +$655 +6 +0.3%
CCA
3004
Conservest Capital Advisors
Pennsylvania
$246K +$109 +1 +0%
LFG
3005
Larson Financial Group
Missouri
$244K -$5.78K -53 -2%
BHWM
3006
Bay Harbor Wealth Management
Maryland
$244K +$3.71K +34 +2%
ACP
3007
Arcus Capital Partners
Georgia
$244K +$11.1K +102 +5%
SFPIA
3008
Stevens First Principles Investment Advisors
California
$243K – – –
CHJWM
3009
Carlton Hofferkamp & Jenks Wealth Management
Texas
$243K +$2.73K +25 +1%
CWM
3010
Capital Wealth Management
Rhode Island
$243K +$225K +2,060 New
GA
3011
Greytown Advisors
Florida
$238K -$76.9K -705 -26%
GAMA
3012
Graticule Asia Macro Advisors
New York
$236K -$24.6M -225,251 -99%
BCM
3013
Bayesian Capital Management
New York
$236K -$7.91M -72,485 -97%
FC
3014
FCA Corp
Texas
$236K – – –
QOP
3015
Quinn Opportunity Partners
Virginia
$236K – – –
WCA
3016
Whetstone Capital Advisors
Kansas
$236K – – –
RFO
3017
RiverGlades Family Offices
Florida
$236K +$218K +2,000 New
JWM
3018
Janiczek Wealth Management
Colorado
$235K -$32.7K -300 -13%
WCP
3019
Welch Capital Partners
New York
$235K – – –
W
3020
WealthOne
New York
$234K -$8.29K -76 -4%
MIM
3021
Martin Investment Management
Florida
$232K +$215K +1,971 New
PWS
3022
Paragon Wealth Strategies
Florida
$231K -$64.7K -593 -23%
KWA
3023
KCS Wealth Advisory
California
$231K +$214K +1,957 New
LK
3024
Lumbard & Kellner
New Hampshire
$230K -$251K -2,300 -54%
AWC
3025
Abundance Wealth Counselors
Pennsylvania
$230K -$7.64K -70 -3%
119 120
121
122 123