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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2101
Trust Company
Kansas
$149K -$1.75K -13 -1%
CAM
2102
Close Asset Management
United Kingdom
$147K +$19.5K +145 +18%
PFGIA
2103
Patriot Financial Group Insurance Agency
Massachusetts
$144K -$43.7K -325 -26%
EWM
2104
Endurance Wealth Management
Rhode Island
$144K – – –
ACM
2105
AUA Capital Management
Pennsylvania
$142K – – –
DAM
2106
Delta Asset Management
Tennessee
$138K +$9.02K +67 +8%
FP
2107
Financial Perspectives
Minnesota
$135K – – –
BFG
2108
Baron Financial Group
New Jersey
$132K – – –
EBA
2109
Eagle Bay Advisors
New York
$132K +$113K +841 New
HC
2110
Hoese & Co
Minnesota
$128K +$4.04K +30 +4%
CFD
2111
Creative Financial Designs
Indiana
$126K +$17.1K +127 +19%
TWM
2112
Tradition Wealth Management
Minnesota
$124K -$33.5K -249 -24%
PCC
2113
Park Circle Company
Maryland
$124K – – –
CG
2114
Cutler Group
California
$123K -$622K -4,620 -85%
BCPWM
2115
Bradley & Co Private Wealth Management
Florida
$118K – – –
CIA
2116
Cascade Investment Advisors
Oregon
$116K -$13.5K -100 -12%
AWM
2117
AllSquare Wealth Management
New York
$112K – – –
CAL
2118
Capital Advisors Ltd
Ohio
$111K – – –
EWM
2119
Edge Wealth Management
New York
$109K – – –
GAM
2120
GVO Asset Management
Switzerland
$103K – – –
GAM
2121
Gemmer Asset Management
California
$102K +$3.5K +26 +4%
IRAG
2122
Investment Research & Advisory Group
Georgia
$101K – – –
PG
2123
Proffitt & Goodson
Tennessee
$99K -$673 -5 -0.8%
VRM
2124
Vectors Research Management
New York
$98K – – –
FMP
2125
Financial Management Professionals
Texas
$97K -$23.4K -174 -22%
83 84
85
86 87