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Name Holding Trade Value Shares
Change 		Change in
Stake
TWMP
1851
Taylor Wealth Management Partners
Massachusetts
$107K +$68.8K +1,375 +229%
SIG
1852
Stanford Investment Group
California
$105K +$100 +2 +0.1%
PFG
1853
Piershale Financial Group
Illinois
$95K +$11.8K +236 +15%
HCM
1854
Highlander Capital Management
New Jersey
$89K – – –
BL
1855
Balentine LLC
Georgia
$88K -$50K -1,000 -38%
UFA
1856
US Financial Advisors
Massachusetts
$86K -$241K -4,812 -75%
TIM
1857
Tortoise Investment Management
New York
$86K – – –
DMK
1858
David M. Knott
$85.6K – – –
KLI
1859
Kelman-Lazarov Inc
Tennessee
$85K +$78.6K +1,572 New
WAS
1860
WESPAC Advisors SoCal
California
$77K +$17.6K +351 +33%
MUS
1861
Mitsubishi UFJ Securities
Japan
$76K – – –
SHJ
1862
Sharkey, Howes & Javer
Colorado
$75K – – –
TFO
1863
Tarbox Family Office
California
$73K +$4.6K +92 +7%
MFT
1864
Moisand Fitzgerald Tamayo
Florida
$71K – – –
HRC
1865
Hoertkorn Richard Charles
$65K – – –
AFIA
1866
America First Investment Advisors
Nebraska
$63K +$8.95K +179 +18%
SMG
1867
Spectrum Management Group
Indiana
$62K +$16.3K +326 +40%
3C
1868
361 Capital
Colorado
$55K +$51.1K +1,022 New
SLF
1869
Sun Life Financial
Ontario, Canada
$53.6K -$246K -4,919 -22%
MCM
1870
MV Capital Management
Maryland
$50K -$56.2K -1,123 -55%
TSU
1871
TD Securities (USA)
New York
$50K +$300 +6 +0.7%
JAM
1872
Jolley Asset Management
North Carolina
$49K +$35K +700 +350%
NHFG
1873
New Harbor Financial Group
Massachusetts
$48K -$32.3K -645 -42%
CWM
1874
Cranbrook Wealth Management
Michigan
$43K – – –
DPA
1875
Delphi Private Advisors
California
$40K -$3.55K -71 -9%
73 74
75
76 77