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Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
1876
Kelman-Lazarov Inc
Tennessee
$88.4K – – –
PFG
1877
Piershale Financial Group
Illinois
$85K -$12.2K -236 -13%
BL
1878
Balentine LLC
Georgia
$85K -$4.98K -96 -6%
JAM
1879
Jolley Asset Management
North Carolina
$85K +$32.4K +625 +69%
TJHA
1880
Thomas J. Herzfeld Advisors
Florida
$79K +$35.6K +686 +94%
MUS
1881
Mitsubishi UFJ Securities
Japan
$78K – – –
SHJ
1882
Sharkey, Howes & Javer
Colorado
$77K – – –
TFO
1883
Tarbox Family Office
California
$68K -$7.78K -150 -11%
WAP
1884
Wealthcare Advisory Partners
Pennsylvania
$68K +$62.8K +1,210 New
HRC
1885
Hoertkorn Richard Charles
$67K – – –
JSAM
1886
J. Safra Asset Management
New York
$61K -$463K -8,927 -89%
MCM
1887
MV Capital Management
Maryland
$60K +$7.16K +138 +15%
WAS
1888
WESPAC Advisors SoCal
California
$58K -$20K -386 -27%
CFA
1889
Camarda Financial Advisors
Florida
$54K -$378K -7,295 -88%
NHFG
1890
New Harbor Financial Group
Massachusetts
$50K – – –
DPA
1891
Delphi Private Advisors
California
$48K +$6.69K +129 +18%
CWM
1892
Cranbrook Wealth Management
Michigan
$45K – – –
WCM
1893
Wealthcare Capital Management
Virginia
$44K +$36.3K +700 +886%
HWM
1894
Heartwood Wealth Management
United Kingdom
$42K – – –
TCM
1895
TD Capital Management
Tennessee
$40K – – –
PFO
1896
Pathstone Family Office
New Jersey
$38K +$207 +4 +0.6%
BCFS
1897
Butensky & Cohen Financial Security
Florida
$35K – – –
AP
1898
Atwood & Palmer
Missouri
$34K – – –
FMP
1899
Financial Management Professionals
Texas
$33K +$32.4K +625 New
LBG
1900
Lloyds Banking Group
United Kingdom
$32K – – –
74 75
76
77 78