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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
4001
Cowen Prime Advisors
New York
$661K – – –
LWP
4002
Laurel Wealth Planning
Minnesota
$660K -$114K -727 -13%
KIC
4003
Keating Investment Counselors
Florida
$660K -$8.79K -56 -1%
FPW
4004
Flagship Private Wealth
Massachusetts
$659K -$12.9K -82 -2%
RP
4005
Riverwater Partners
Wisconsin
$658K -$22.3K -142 -3%
JFG
4006
JMG Financial Group
Illinois
$654K +$31.4K +200 +4%
DEM
4007
Disciplined Equity Management
Florida
$653K -$339K -2,162 -31%
KA
4008
Kearns & Associates
California
$653K – – –
SSC
4009
Syverson Strege & Co
Iowa
$653K +$157 +1 +0%
ACM
4010
Ashford Capital Management
Delaware
$651K -$15.7K -100 -2%
P
4011
Palladiem
Pennsylvania
$648K -$23.5K -150 -3%
FWM
4012
FFT Wealth Management
Pennsylvania
$647K -$133K -848 -15%
HFAS
4013
Hummer Financial Advisory Services
Illinois
$645K -$94.2K -600 -11%
NP
4014
Ninepoint Partners
Ontario, Canada
$645K +$41.1K +262 +6%
NEPPG
4015
New England Professional Planning Group
Rhode Island
$644K -$230K -1,467 -24%
PCM
4016
Perkins Capital Management
Minnesota
$643K – – –
RBCM
4017
Raub Brock Capital Management
California
$642K – – –
HF
4018
Halpern Financial
Virginia
$642K +$15.4K +98 +2%
ACM
4019
Argyle Capital Management
Pennsylvania
$641K – – –
HA
4020
HFG Advisors
Ohio
$638K +$50.2K +320 +7%
RWM
4021
Reston Wealth Management
Virginia
$637K -$261K -1,660 -26%
CWM
4022
Cranbrook Wealth Management
Michigan
$630K -$52.6K -335 -7%
PAIM
4023
Punch & Associates Investment Management
Minnesota
$629K +$157 +1 +0%
AWA
4024
Aquire Wealth Advisors
Utah
$626K -$2.2K -14 -0.3%
RI
4025
Ridgewood Investments
New Jersey
$625K +$23.2K +148 +3%
159 160
161
162 163