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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1251
Tradition Wealth Management
Minnesota
$123K – – –
KTC
1252
Kistler-Tiffany Companies
Pennsylvania
$121K – – –
SMG
1253
Spectrum Management Group
Indiana
$121K – – –
HIM
1254
Hillsdale Investment Management
Ontario, Canada
$119K +$68.3K +520 +130%
GWS
1255
Glassman Wealth Services
Virginia
$116K -$1.31K -10 -1%
POIA
1256
Pin Oak Investment Advisors
Texas
$113K – – –
CCM
1257
CAAS Capital Management
New York
$108K – – –
NR
1258
Newfound Research
Massachusetts
$106K +$47.3K +360 +78%
MA
1259
Montag & Associates
Georgia
$103K +$54.5K +415 +111%
KPCM
1260
Kings Point Capital Management
New York
$101K – – –
CWS
1261
Confluence Wealth Services
Pennsylvania
$100K +$102K +775 New
TCWM
1262
Total Clarity Wealth Management
Illinois
$98K -$46K -350 -32%
FFWM
1263
Future Financial Wealth Management
Ohio
$98K +$102K +775 New
AW
1264
Alaethes Wealth
Nevada
$97K – – –
AP
1265
Arlington Partners
Alabama
$94K +$45.3K +345 +91%
TFO
1266
Tarbox Family Office
California
$93K – – –
SC
1267
Solstein Capital
California
$88K – – –
FMII
1268
Farmers & Merchants Investments Inc
Nebraska
$88K +$1.31K +10 +2%
IUHSA
1269
Itau Unibanco Holding S.A.
Brazil
$87K +$31.5K +240 +56%
C
1270
Covestor
United Kingdom
$87K +$87.3K +665 New
JGIA
1271
Jackson Grant Investment Advisers
Connecticut
$86K – – –
TAIM
1272
TD Ameritrade Investment Management
Nebraska
$84K +$68.9K +525 +438%
PVH
1273
Psagot Value Holdings
Israel
$84K +$85.3K +650 New
FCMA
1274
Foresight Capital Management Advisors
Michigan
$83K +$84K +640 New
LAS
1275
Lloyd Advisory Services
Georgia
$81K +$15.1K +115 +23%
49 50
51
52 53