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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1726
Wealthcare Capital Management
Virginia
$205K -$547K -11,171 -72%
BCM
1727
Beck Capital Management
Texas
$205K +$215K +4,390 New
LOCC
1728
Lombard Odier & Cie (Canada)
Quebec, Canada
$204K – – –
TC
1729
TradeLink Capital
Illinois
$203K +$214K +4,363 New
IP
1730
Isthmus Partners
Wisconsin
$203K -$74.7K -1,527 -26%
SS
1731
Simplicity Solutions
Minnesota
$203K +$213K +4,356 New
WCM
1732
Windward Capital Management
California
$202K -$58.2K -1,189 -22%
BMC
1733
Benin Management Corp
Connecticut
$200K – – –
KFS
1734
Kurt F. Somerville
$196K -$51.3K -1,048 -20%
OC
1735
Oakworth Capital
Alabama
$189K -$13.5K -275 -6%
AIM
1736
Arcadia Investment Management
Michigan
$188K +$198K +4,043 New
BBPWM
1737
Blue Bell Private Wealth Management
Pennsylvania
$185K -$28.6K -584 -13%
IPC
1738
Independent Portfolio Consultants
Florida
$184K +$40.8K +834 +27%
WA
1739
Waverly Advisors
Alabama
$177K -$11K -224 -6%
LWA
1740
Lowe Wealth Advisors
Maryland
$176K +$4.65K +95 +3%
JFA
1741
JNBA Financial Advisors
Minnesota
$175K +$1.32K +27 +0.7%
AIM
1742
Acropolis Investment Management
Missouri
$166K -$22.9K -467 -12%
IC
1743
IKOS CIF
Cyprus
$165K +$206K +4,200 New
FA
1744
Financial Advantage
Maryland
$164K – – –
SIG
1745
Stanford Investment Group
California
$151K +$49 +1 +0%
TC
1746
Trust Company
Kansas
$149K +$93K +1,900 +147%
FNBSF
1747
First National Bank Sioux Falls
South Dakota
$146K -$4.89K -100 -3%
IWC
1748
Integrated Wealth Counsel
California
$142K – – –
TDC
1749
Thompson Davis & Co
Virginia
$139K +$7.34K +150 +5%
APSP
1750
Asset Planning Services (Pennsylvania)
Pennsylvania
$137K +$144K +2,933 New
68 69
70
71 72