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Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
2051
IAG Wealth Partners
Wisconsin
$57K – – –
AJ
2052
Ashburton (Jersey)
Jersey
$54K +$117K +684 New
DWMG
2053
DB Wealth Management Group
California
$53K +$38.4K +225 New
SIAG
2054
Signet Investment Advisory Group
Rhode Island
$53K +$38.4K +225 New
CHC
2055
City Holding Co
West Virginia
$50K +$5.12K +30 +16%
VCM
2056
Vigilant Capital Management
Maine
$49K -$30.7K -180 -46%
NC
2057
NewSquare Capital
Pennsylvania
$49K +$2.56K +15 +8%
HS
2058
Horan Securities
United States
$42K – – –
IPW
2059
IronBridge Private Wealth
Texas
$42K +$30.7K +180 New
RBC
2060
Roble Belko & Company
Pennsylvania
$40K +$1.02K +6 +4%
TWP
2061
TFO Wealth Partners
Ohio
$40K +$28.7K +168 New
COCM
2062
Charter Oak Capital Management
New Hampshire
$39K +$28.2K +165 New
CPFP
2063
Clear Perspectives Financial Planning
Ohio
$39K +$28.2K +165 New
BWL
2064
Bogart Wealth LLC
Virginia
$38K +$11.8K +69 +74%
WFA
2065
West Financial Advisors
Iowa
$36K +$26.1K +153 New
DI
2066
Disciplined Investments
Oklahoma
$35K -$12.3K -72 -33%
TJHA
2067
Thomas J. Herzfeld Advisors
Florida
$35K -$10.2K -60 -29%
OCM
2068
Ovata Capital Management
Hong Kong
$35K – – –
PGAM
2069
Princeton Global Asset Management
New Jersey
$35K – – –
RCC
2070
Red Cedar Capital
Nebraska
$35K – – –
GA
2071
GoalVest Advisory
New York
$35K +$25.6K +150 New
HCM
2072
Highlander Capital Management
New Jersey
$35K +$25.6K +150 New
FFC
2073
Fure Financial Corporation
Minnesota
$33K – – –
CYG
2074
Clean Yield Group
Vermont
$32K -$7.68K -45 -25%
CCMW
2075
Cypress Capital Management (Wyoming)
Wyoming
$32K +$20.5K +120 +800%
81 82
83
84 85