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Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1376
SWS Partners
Ohio
$20K +$18.4K +320 New
MRCM
1377
M&R Capital Management
New Jersey
$18K – – –
OFW
1378
Omnia Family Wealth
Florida
$18K – – –
WAS
1379
WESPAC Advisors SoCal
California
$18K – – –
AIM
1380
Arcadia Investment Management
Michigan
$17K – – –
GI
1381
Gradient Investments
Minnesota
$17K +$15.5K +270 New
GWS
1382
Glassman Wealth Services
Virginia
$15K +$862 +15 +7%
CAC
1383
Certified Advisory Corp
Florida
$15K +$14.5K +252 New
AWM
1384
AllSquare Wealth Management
New York
$13K – – –
HWM
1385
Holloway Wealth Management
Florida
$13K – – –
MWM
1386
MinichMacGregor Wealth Management
New York
$13K – – –
SAM
1387
Shamrock Asset Management
Texas
$13K – – –
SFPIA
1388
Stevens First Principles Investment Advisors
California
$13K – – –
SWP
1389
Strategic Wealth Partners
Ohio
$13K +$12.6K +220 New
CJA
1390
C-J Advisory
California
$12K – – –
AWA
1391
Acorn Wealth Advisors
Michigan
$10K +$8.8K +153 New
CIA
1392
Cascade Investment Advisors
Oregon
$9.38K +$8.62K +150 New
GTAM
1393
Global Trust Asset Management
Florida
$8K +$7.47K +130 New
AP
1394
Atwood & Palmer
Missouri
$7K – – –
FPB
1395
First PREMIER Bank
South Dakota
$6K – – –
IP
1396
Isthmus Partners
Wisconsin
$5K -$15.3K -266 -78%
BCM
1397
Blume Capital Management
California
$5K -$1.44K -25 -25%
TIM
1398
Tortoise Investment Management
New York
$5K +$4.25K +74 New
PS
1399
Portfolio Strategies
New York
$5K +$4.6K +80 New
SC
1400
Sawyer & Company
Massachusetts
$4K +$3.56K +62 New
54 55
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