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Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
2151
Carmichael Hill & Associates
Maryland
$21K – – –
FWM
2152
Filbrandt Wealth Management
Wisconsin
$21K – – –
OAJ
2153
Ogorek Anthony Joseph
New York
$21K – – –
RWG
2154
Regal Wealth Group
California
$21K – – –
LGWM
2155
Litman Gregory Wealth Management
California
$21K +$19.1K +200 New
GSAM
2156
Grant Street Asset Management
Pennsylvania
$21K +$19.2K +201 New
JGIA
2157
Jackson Grant Investment Advisers
Connecticut
$19K – – –
SWM
2158
Selective Wealth Management
Virginia
$19K – – –
TCCM
2159
Timber Creek Capital Management
Massachusetts
$19K – – –
EA
2160
Elm Advisors
California
$18K +$16.1K +169 New
ECM
2161
Estabrook Capital Management
New York
$18K – – –
T
2162
TOBAM
France
$17K -$151K -1,586 -91%
CL
2163
COWA LLC
Oklahoma
$16K +$15.1K +158 New
FP
2164
Financial Perspectives
Minnesota
$15.2K – – –
RBC
2165
Roble Belko & Company
Pennsylvania
$15K – – –
COCM
2166
Charter Oak Capital Management
New Hampshire
$15K +$13.8K +145 New
HFM
2167
Hartford Financial Management
Connecticut
$13K +$7.64K +80 +190%
BFG
2168
Baron Financial Group
New Jersey
$12.8K – – –
CFFP
2169
Center for Financial Planning
Michigan
$12K -$10K -105 -49%
MFT
2170
Moisand Fitzgerald Tamayo
Florida
$12K – – –
TJHA
2171
Thomas J. Herzfeld Advisors
Florida
$12K – – –
CCC
2172
Crescent Capital Consulting
Louisiana
$12K +$10.5K +110 New
JPLA
2173
Joseph P. Lucia & Associates
New York
$12K +$10.5K +110 New
ACA
2174
Atlas Capital Advisors
Wyoming
$10.9K +$9.74K +102 New
MS
2175
Marshall & Sullivan
Washington
$10.2K -$872K -9,137 -89%
85 86
87
88 89