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Name Holding Trade Value Shares
Change 		Change in
Stake
ODG
1951
O'Dell Group
Ohio
$237K +$1.4K +29 +0.6%
RWM
1952
Raffa Wealth Management
District of Columbia
$236K -$148K -3,052 -39%
BCM
1953
Buckhead Capital Management
Georgia
$236K – – –
MAS
1954
Managed Account Services
Florida
$234K -$84.7K -1,750 -27%
AEPG
1955
American Economic Planning Group
New Jersey
$234K -$43.2K -892 -16%
CPA
1956
Cowen Prime Advisors
New York
$234K – – –
FAM
1957
Fenimore Asset Management
New York
$234K – – –
VCM
1958
Vigilant Capital Management
Maine
$233K -$229K -4,726 -51%
KC
1959
KHP Capital
Oklahoma
$232K – – –
TCM
1960
Towercrest Capital Management
Pennsylvania
$231K +$222K +4,584 New
VSWA
1961
Vontobel Swiss Wealth Advisors
Switzerland
$230K – – –
PCM
1962
Poehling Capital Management
Wisconsin
$229K -$85.5K -1,767 -28%
RL
1963
Ruffer LLP
United Kingdom
$227K -$26.4K -545 -11%
EPP
1964
ETF Portfolio Partners
Kansas
$226K – – –
HCC
1965
Hirtle Callaghan & Co
Pennsylvania
$226K – – –
CTI
1966
Community Trust & Investment
Kentucky
$226K +$217K +4,487 New
BCM
1967
Breiter Capital Management
Florida
$225K -$3.82K -79 -2%
NCM
1968
Northside Capital Management
Oregon
$225K +$216K +4,463 New
GA
1969
Gateway Advisory
New Jersey
$224K +$215K +4,450 New
GGI
1970
Godsey & Gibb Inc
Virginia
$223K -$26.9K -555 -11%
IWA
1971
Inspirion Wealth Advisors
Illinois
$222K +$242 +5 +0.1%
SBL
1972
Sargent Bickham Lagudis
Colorado
$221K -$120K -2,477 -36%
TPW
1973
Tiller Private Wealth
Pennsylvania
$220K -$48.4K -1,000 -19%
SAM
1974
SP Asset Management
California
$218K +$208K +4,300 New
CF
1975
Corrigan Financial
Rhode Island
$217K -$5.33K -110 -2%
77 78
79
80 81