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Name Holding Trade Value Shares
Change 		Change in
Stake
DS
3001
DRW Securities
Illinois
$289K +$52.1K +410 +23%
BRA
3002
Bender Robert & Associates
California
$288K +$19K +150 +8%
NEIRG
3003
New England Investment & Retirement Group
Massachusetts
$288K +$50.8K +400 +23%
BWM
3004
Brickley Wealth Management
California
$286K +$52.4K +413 +24%
NC
3005
NewSquare Capital
Pennsylvania
$284K +$44.9K +354 +20%
UWPG
3006
Ullmann Wealth Partners Group
Florida
$283K -$11.4K -90 -4%
CWM
3007
Capital Wealth Management
Rhode Island
$283K +$6.73K +53 +3%
CHJWM
3008
Carlton Hofferkamp & Jenks Wealth Management
Texas
$281K – – –
AIM
3009
ARGA Investment Management
Connecticut
$278K -$2.93M -23,100 -92%
JC
3010
Jentner Corp
Ohio
$277K -$12.7K -100 -5%
BHWM
3011
Bay Harbor Wealth Management
Maryland
$277K -$635 -5 -0.2%
PWP
3012
Personal Wealth Partners
Minnesota
$277K +$262K +2,066 New
NI
3013
NFC Investments
Tennessee
$276K +$262K +2,062 New
KWA
3014
KCS Wealth Advisory
California
$271K +$8K +63 +3%
TI
3015
Telemetry Investments
New York
$268K -$25.4K -200 -9%
QOP
3016
Quinn Opportunity Partners
Virginia
$268K – – –
RFO
3017
RiverGlades Family Offices
Florida
$268K – – –
WCA
3018
Whetstone Capital Advisors
Kansas
$268K – – –
CFD
3019
Creative Financial Designs
Indiana
$268K +$29.2K +230 +13%
JWM
3020
Janiczek Wealth Management
Colorado
$267K – – –
WCP
3021
Welch Capital Partners
New York
$267K – – –
AWC
3022
Abundance Wealth Counselors
Pennsylvania
$266K +$4.7K +37 +2%
CCA
3023
Conservest Capital Advisors
Pennsylvania
$264K -$14.2K -112 -5%
MIM
3024
Martin Investment Management
Florida
$264K – – –
BDF
3025
Black Diamond Financial
Maryland
$264K +$14.3K +113 +6%
119 120
121
122 123