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Name Holding Trade Value Shares
Change 		Change in
Stake
MVA
2801
Mount Vernon Associates
Maryland
$243K -$10.5K -50 -4%
NIM
2802
NuWave Investment Management
New Jersey
$243K +$241K +1,147 New
IF
2803
IRON Financial
Illinois
$242K -$196K -932 -45%
THWM
2804
Taylor Hoffman Wealth Management
Virginia
$242K – – –
BIAS
2805
Beacon Investment Advisory Services
New Jersey
$241K -$81.7K -388 -25%
MPPLM
2806
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$240K -$582K -2,763 -65%
B
2807
Bellecapital
Switzerland
$240K -$144K -683 -38%
NCM
2808
Neumann Capital Management
California
$239K -$14.7K -70 -6%
FVWA
2809
Foster Victor Wealth Advisors
South Carolina
$237K -$11.2K -53 -5%
TC
2810
Tatro Capital
Kentucky
$237K +$235K +1,118 New
4WM
2811
4J Wealth Management
Virginia
$236K -$3.79K -18 -2%
CPC
2812
Consolidated Planning Corp
Georgia
$236K – – –
LGA
2813
Lebenthal Global Advisors
New York
$236K +$21K +100 +10%
B
2814
Bridgeworth
Alabama
$236K +$22.3K +106 +10%
OGF
2815
Orin Green Financial
California
$235K -$26.3K -125 -10%
KAM
2816
Knightsbridge Asset Management
California
$235K – – –
ML
2817
McAdam LLC
Pennsylvania
$235K +$18.3K +87 +9%
CFA
2818
Capstone Financial Advisors
Illinois
$235K +$24.2K +115 +12%
GSAM
2819
Grant Street Asset Management
Pennsylvania
$235K +$24.4K +116 +12%
CBA
2820
Coastal Bridge Advisors
Connecticut
$234K -$132K -625 -36%
AWAP
2821
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$234K +$232K +1,103 New
MA
2822
MCF Advisors
Kentucky
$233K +$143K +679 +161%
MF
2823
Montis Financial
Massachusetts
$233K +$226K +1,073 New
TCWA
2824
Ten Capital Wealth Advisors
Washington
$230K – – –
CHP
2825
Cable Hill Partners
Oregon
$229K -$19.8K -94 -8%
111 112
113
114 115