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Name Holding Trade Value Shares
Change 		Change in
Stake
NC
676
NewSquare Capital
Pennsylvania
$9K – – –
APSP
677
Asset Planning Services (Pennsylvania)
Pennsylvania
$9K +$3.12K +150 +67%
QCIG
678
Quad-Cities Investment Group
Iowa
$9K +$10.3K +495 New
JFGIW
679
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K -$18.7K -900 -67%
TCA
680
Tortoise Capital Advisors
Kansas
$8K -$2.19K -105 -19%
BCM
681
Blume Capital Management
California
$8K – – –
CPIG
682
Chicago Partners Investment Group
Illinois
$8K – – –
DOA
683
D'Orazio & Associates
Virginia
$8K – – –
MCA
684
Mercer Capital Advisers
New Jersey
$8K – – –
CWSR
685
Chessman Wealth Strategies RIA
Texas
$8K +$9.37K +450 New
TIM
686
Tortoise Investment Management
New York
$7K – – –
BRC
687
Bell Rock Capital
Delaware
$7K +$7.81K +375 New
AIM
688
Anchor Investment Management
South Carolina
$6.62K -$187K -9,000 -96%
LF
689
Lee Financial
Texas
$6K -$46.2K -2,220 -87%
FRA
690
Front Row Advisors
California
$6K -$43.7K -2,100 -88%
AIS
691
Accurate Investment Solutions
Pennsylvania
$6K – – –
TWMP
692
Taylor Wealth Management Partners
Massachusetts
$6K – – –
WPA
693
West Paces Advisors
Georgia
$5.56K – – –
CFD
694
Creative Financial Designs
Indiana
$5K -$7.81K -375 -56%
CCM
695
Cribstone Capital Management
Maine
$5K – – –
SJIM
696
St. Johns Investment Management
Florida
$5K – – –
WAM
697
Watermark Asset Management
California
$5K – – –
WWM
698
Willingdon Wealth Management
North Carolina
$5K – – –
CHP
699
Cable Hill Partners
Oregon
$4K -$5.62K -270 -56%
BWP
700
Baldwin Wealth Partners
Massachusetts
$4K – – –
26 27
28
29 30