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Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
2176
Rockbridge Investment Management
New York
$38K +$10.1K +75 +44%
OIS
2177
Okabena Investment Services
Minnesota
$38K +$32.7K +243 New
DWMG
2178
DB Wealth Management Group
California
$33K – – –
AA
2179
Addison Advisors
Vermont
$33K +$28.4K +211 New
HS
2180
Horan Securities
United States
$32K – – –
TFGT
2181
TS Financial Group (TSFG)
Illinois
$32K – – –
GCM
2182
Gladius Capital Management
Illinois
$30K -$358K -2,662 -93%
SQA
2183
Simon Quick Advisors
New Jersey
$30K +$2.29K +17 +10%
JWA
2184
JFS Wealth Advisors
Pennsylvania
$28K – – –
WQ
2185
Wealth Quarterback
New Jersey
$28K +$24.1K +179 New
JPLA
2186
Joseph P. Lucia & Associates
New York
$27K – – –
TIM
2187
Tortoise Investment Management
New York
$26K +$2.42K +18 +12%
TAIM
2188
TD Ameritrade Investment Management
Nebraska
$26K +$4.98K +37 +29%
FWM
2189
FFT Wealth Management
Pennsylvania
$26K +$23K +171 New
CA
2190
Crewe Advisors
Utah
$23K -$6.73K -50 -25%
CWA
2191
Carolina Wealth Advisors
South Carolina
$23K – – –
RCC
2192
Red Cedar Capital
Nebraska
$23K – – –
RCWMU
2193
Rothschild & Co Wealth Management (UK)
United Kingdom
$23K – – –
KFS
2194
Kelly Financial Services
Massachusetts
$22.4K -$12.1K -90 -38%
ST
2195
Sageworth Trust
Pennsylvania
$22K -$45.8K -340 -71%
RDWM
2196
Red Door Wealth Management
Tennessee
$22K +$19.5K +145 New
BA
2197
Bellwether Advisors
Nebraska
$21K – – –
AWM
2198
Accel Wealth Management
Iowa
$20K +$135 +1 +0.8%
APWA
2199
Atlas Private Wealth Advisors
New Jersey
$20K +$135 +1 +0.8%
MIM
2200
Macroview Investment Management
Maryland
$19K -$3.77K -28 -18%
86 87
88
89 90