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Name Holding Trade Value Shares
Change 		Change in
Stake
NECFA
3101
New England Capital Financial Advisors
Connecticut
$186K – – –
JGIA
3102
Jackson Grant Investment Advisers
Connecticut
$184K +$21K +970 +17%
DMBA
3103
Deseret Mutual Benefit Administrators
Utah
$178K +$8.44K +390 +6%
CWAF
3104
Core Wealth Advisors (Florida)
Florida
$173K – – –
BI
3105
Bramshill Investments
Florida
$173K +$135K +6,240 New
FCT
3106
First Community Trust
Iowa
$167K -$43.3K -2,000 -25%
LFASL
3107
Lugano Financial Advisors SA (LFA)
Switzerland
$167K – – –
CMBA
3108
C.M. Bidwell & Associates
Hawaii
$166K – – –
TFP
3109
Tilia Fiduciary Partners
North Carolina
$165K – – –
WAM
3110
WFA Asset Management
Wisconsin
$164K – – –
KFS
3111
Kelly Financial Services
Massachusetts
$164K -$4.76K -220 -4%
SAS
3112
Stelac Advisory Services
New York
$159K +$124K +5,720 New
CAM
3113
Chesapeake Asset Management
New York
$155K +$121K +5,590 New
GAG
3114
Goodman Advisory Group
Massachusetts
$154K -$66.4K -3,070 -36%
RDFA
3115
Ritter Daniher Financial Advisory
Ohio
$149K – – –
CWM
3116
Cranbrook Wealth Management
Michigan
$143K – – –
AWM
3117
AllSquare Wealth Management
New York
$140K – – –
PSB
3118
Piscataqua Savings Bank
New Hampshire
$139K – – –
CSWM
3119
Cassady Schiller Wealth Management
Ohio
$138K – – –
AA
3120
AlphaMark Advisors
Kentucky
$138K -$11.3K -520 -9%
BAM
3121
Bellevue Asset Management
Washington
$137K +$3.25K +150 +3%
CWM
3122
Cedar Wealth Management
California
$137K +$11.3K +520 +12%
NC
3123
NewSquare Capital
Pennsylvania
$136K +$51.7K +2,390 +95%
OLVIG
3124
Oliver Lagore Vanvalin Investment Group
Michigan
$135K -$315K -14,570 -75%
SHIM
3125
Stone House Investment Management
Pennsylvania
$133K +$103K +4,780 New
123 124
125
126 127