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Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
1226
M&R Capital Management
New Jersey
$21K – – –
RWG
1227
Regal Wealth Group
California
$21K – – –
TWMP
1228
Taylor Wealth Management Partners
Massachusetts
$20K -$187K -3,314 -90%
FWM
1229
Focused Wealth Management
New York
$20K -$2.65K -47 -11%
TDC
1230
Thompson Davis & Co
Virginia
$18K -$5.48K -97 -22%
IP
1231
Isthmus Partners
Wisconsin
$18K – – –
ANBT
1232
American National Bank & Trust
Texas
$17K – – –
GGHC
1233
Gilder Gagnon Howe & Co
New York
$16K -$2.05M -36,229 -99%
HIIFS
1234
Harel Insurance Investments & Financial Services
Israel
$16K -$148K -2,621 -90%
LYV
1235
Live Your Vision
Pennsylvania
$16K +$16.9K +300 New
WAS
1236
WESPAC Advisors SoCal
California
$15.8K -$9.77K -173 -37%
WAS
1237
Winch Advisory Services
Wisconsin
$15K -$790 -14 -5%
WCM
1238
Wealthcare Capital Management
Virginia
$15K – – –
LWM
1239
LBA Wealth Management
Florida
$14K -$25.9K -459 -63%
TCM
1240
Tradewinds Capital Management
Washington
$13K – – –
MWM
1241
MinichMacGregor Wealth Management
New York
$13K +$226 +4 +2%
PRS
1242
Pinkerton Retirement Specialists
Idaho
$13K +$903 +16 +7%
PCM
1243
Penserra Capital Management
California
$13K +$5.98K +106 +67%
CFA
1244
Camarda Financial Advisors
Florida
$13K +$14.1K +250 New
CFA
1245
CT Financial Advisors
Pennsylvania
$11.2K – – –
EDRE
1246
Edmond de Rothschild (Europe)
Luxembourg
$11K -$225K -3,980 -95%
SAM
1247
Shamrock Asset Management
Texas
$11K – – –
SFPIA
1248
Stevens First Principles Investment Advisors
California
$11K – – –
GBBWRPM
1249
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$11K +$1.13K +20 +10%
FO
1250
FT Options
Illinois
$10K +$10.4K +184 New
48 49
50
51 52