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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2426
Mascoma Wealth Management
New Hampshire
$58K +$60.1K +238 New
AS
2427
Altshuler Shaham
Israel
$57K -$3.54K -14 -6%
ONST
2428
Old North State Trust
North Carolina
$57K – – –
CWM
2429
Cranbrook Wealth Management
Michigan
$57K +$59.1K +234 New
TJHA
2430
Thomas J. Herzfeld Advisors
Florida
$51K -$9.6K -38 -15%
LF
2431
Lee Financial
Texas
$49K – – –
HR
2432
Howe & Rusling
New York
$48K -$2.52K -10 -5%
TCM
2433
TD Capital Management
Tennessee
$48K – – –
HS
2434
Horan Securities
United States
$48K +$39.6K +157 +383%
1IA
2435
1834 Investment Advisors
Wisconsin
$46K -$8.33K -33 -15%
FFA
2436
Freedman Financial Associates
Massachusetts
$46K – – –
JWA
2437
JFS Wealth Advisors
Pennsylvania
$42K +$14.9K +59 +53%
LWM
2438
Liberty Wealth Management
California
$41K – – –
DCM
2439
Disciplina Capital Management
Tennessee
$38.1K +$19.9K +79 +101%
LAS
2440
Lloyd Advisory Services
Georgia
$38K -$6.31K -25 -14%
MIH
2441
Meitav Investment House
Israel
$37.9K +$155K +613 +0.4%
BBHC
2442
Brown Brothers Harriman & Co
New York
$37.2K -$1.68M -6,644 -4%
AWM
2443
Avondale Wealth Management
Texas
$36K – – –
ICM
2444
Islay Capital Management
Texas
$36K – – –
MHR
2445
Matthew Hamilton Rosenberg
$36K – – –
BWL
2446
Bogart Wealth LLC
Virginia
$36K +$29.8K +118 +369%
WLPWM
2447
Walled Lake Planning & Wealth Management
Illinois
$34K – – –
PO
2448
Private Ocean
California
$34K +$253 +1 +0.7%
MAM
2449
McCarthy Asset Management
California
$32K – – –
BFG
2450
Baron Financial Group
New Jersey
$31.6K -$17.7K -70 -35%
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98
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