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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1601
AllSquare Wealth Management
New York
$62K – – –
CCM
1602
Cribstone Capital Management
Maine
$61K -$11.2K -139 -16%
BWA
1603
Burt Wealth Advisors
Maryland
$61K – – –
RFWA
1604
RPg Family Wealth Advisory
Massachusetts
$60.4K -$3.77M -46,900 -98%
GBBWRPM
1605
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$55K – – –
RBC
1606
Roble Belko & Company
Pennsylvania
$55K +$43.3K +539 +327%
TJHA
1607
Thomas J. Herzfeld Advisors
Florida
$54K +$80 +1 +0.1%
M
1608
MOTCO
Texas
$53K -$25.5K -317 -32%
VCM
1609
Vigilant Capital Management
Maine
$51K -$8.04K -100 -13%
CFA
1610
Camarda Financial Advisors
Florida
$50K -$6.19K -77 -11%
TIM
1611
Tortoise Investment Management
New York
$50K – – –
BWM
1612
Baystate Wealth Management
Massachusetts
$48K +$47.8K +594 New
JWA
1613
JFS Wealth Advisors
Pennsylvania
$47K -$12.3K -153 -20%
TFO
1614
Tarbox Family Office
California
$46K – – –
CAL
1615
Capital Advisors Ltd
Ohio
$46K +$5.47K +68 +13%
CFD
1616
Creative Financial Designs
Indiana
$45K +$46.1K +573 New
CP
1617
Corbenic Partners
Pennsylvania
$42K – – –
FCB
1618
First Command Bank
Texas
$42K +$43K +535 New
FCFS
1619
First Command Financial Services
Texas
$42K +$43K +535 New
FAN
1620
Financial Advisors Network
California
$41.5K +$39.9K +496 New
KKAMG
1621
Kernodle & Katon Asset Management Group
Arkansas
$39K -$5.55K -69 -12%
AIS
1622
Accurate Investment Solutions
Pennsylvania
$39K +$40.2K +500 New
NSIM
1623
North Star Investment Management
Illinois
$36K +$4.58K +57 +14%
GRP
1624
Global Retirement Partners
California
$36K +$36.7K +457 New
MWM
1625
MinichMacGregor Wealth Management
New York
$35K +$804 +10 +2%
63 64
65
66 67