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Name Holding Trade Value Shares
Change 		Change in
Stake
DTIM
2051
Danda Trouve Investment Management
Kansas
$57K -$9.73K -57 -19%
IWP
2052
IAG Wealth Partners
Wisconsin
$57K – – –
AJ
2053
Ashburton (Jersey)
Jersey
$54K +$117K +684 New
DWMG
2054
DB Wealth Management Group
California
$53K +$38.4K +225 New
SIAG
2055
Signet Investment Advisory Group
Rhode Island
$53K +$38.4K +225 New
CHC
2056
City Holding Co
West Virginia
$50K +$5.12K +30 +16%
VCM
2057
Vigilant Capital Management
Maine
$49K -$30.7K -180 -46%
NC
2058
NewSquare Capital
Pennsylvania
$49K +$2.56K +15 +8%
HS
2059
Horan Securities
United States
$42K – – –
IPW
2060
IronBridge Private Wealth
Texas
$42K +$30.7K +180 New
RBC
2061
Roble Belko & Company
Pennsylvania
$40K +$1.02K +6 +4%
TWP
2062
TFO Wealth Partners
Ohio
$40K +$28.7K +168 New
COCM
2063
Charter Oak Capital Management
New Hampshire
$39K +$28.2K +165 New
CPFP
2064
Clear Perspectives Financial Planning
Ohio
$39K +$28.2K +165 New
BWL
2065
Bogart Wealth LLC
Virginia
$38K +$11.8K +69 +74%
WFA
2066
West Financial Advisors
Iowa
$36K +$26.1K +153 New
DI
2067
Disciplined Investments
Oklahoma
$35K -$12.3K -72 -33%
TJHA
2068
Thomas J. Herzfeld Advisors
Florida
$35K -$10.2K -60 -29%
OCM
2069
Ovata Capital Management
Hong Kong
$35K – – –
PGAM
2070
Princeton Global Asset Management
New Jersey
$35K – – –
RCC
2071
Red Cedar Capital
Nebraska
$35K – – –
GA
2072
GoalVest Advisory
New York
$35K +$25.6K +150 New
HCM
2073
Highlander Capital Management
New Jersey
$35K +$25.6K +150 New
FFC
2074
Fure Financial Corporation
Minnesota
$33K – – –
CYG
2075
Clean Yield Group
Vermont
$32K -$7.68K -45 -25%
81 82
83
84 85