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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1601
Avondale Wealth Management
Texas
$16K – – –
VNA
1602
Valley National Advisers
Pennsylvania
$16K – – –
SAM
1603
Strategy Asset Managers
California
$16K +$14.7K +155 New
WCG
1604
Weaver Consulting Group
California
$15K +$12.5K +132 New
CCMW
1605
Cypress Capital Management (Wyoming)
Wyoming
$12K +$7.1K +75 +188%
BWL
1606
Bogart Wealth LLC
Virginia
$11K – – –
JFGIW
1607
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K – – –
SHJ
1608
Sharkey, Howes & Javer
Colorado
$10K – – –
SIAP
1609
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K – – –
FA
1610
Financial Advantage
Maryland
$10K +$9.47K +100 New
BBA
1611
Braun-Bostich & Associates
Pennsylvania
$9K – – –
LFG
1612
LifePlan Financial Group
Ohio
$9K – – –
PC
1613
Permanens Capital
New York
$9K +$8.52K +90 New
AWM
1614
Avior Wealth Management
Nebraska
$8K +$663 +7 +10%
TAIM
1615
TD Ameritrade Investment Management
Nebraska
$7K -$8.14K -86 -56%
LC
1616
Lavaca Capital
Texas
$7K – – –
OFW
1617
Omnia Family Wealth
Florida
$7K – – –
TIM
1618
Tortoise Investment Management
New York
$7K +$1.42K +15 +30%
JPLA
1619
Joseph P. Lucia & Associates
New York
$6.39K +$5.68K +60 New
1NWS
1620
1 North Wealth Services
Maryland
$6K – – –
IWA
1621
Intercontinental Wealth Advisors
Texas
$6K – – –
KL
1622
KWMG LLC
Kansas
$6K – – –
TA
1623
TCG Advisors
Texas
$5K +$4.17K +44 New
MAM
1624
Meeder Asset Management
Ohio
$5K +$4.73K +50 New
FMTCOCP
1625
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K +$4.92K +52 New
63 64
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66 67