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Name Holding Trade Value Shares
Change 		Change in
Stake
TJHA
801
Thomas J. Herzfeld Advisors
Florida
$16K – – –
CYG
802
Clean Yield Group
Vermont
$16K +$3.82K +25 +35%
HI
803
Hudock Inc
Pennsylvania
$16K +$15.3K +100 New
LFG
804
Larson Financial Group
Missouri
$15K -$18.6K -122 -57%
BC
805
Bartlett & Co
Ohio
$14K – – –
BCWM
806
Bartlett & Co Wealth Management
Ohio
$13.9K – – –
RIM
807
Rockbridge Investment Management
New York
$13K – – –
EIP
808
Ellis Investment Partners
Pennsylvania
$12K – – –
FMP
809
Financial Management Professionals
Texas
$12K +$11.3K +74 New
BAM
810
Bellevue Asset Management
Washington
$11K – – –
IWP
811
IAG Wealth Partners
Wisconsin
$11K – – –
RFA
812
Reilly Financial Advisors
California
$11K – – –
TF
813
TimeScale Financial
Massachusetts
$11K – – –
TCWM
814
Total Clarity Wealth Management
Illinois
$11K +$9.78K +64 New
FA
815
Fortis Advisors
Pennsylvania
$10K – – –
PMFA
816
Plante Moran Financial Advisors
Michigan
$10K +$8.55K +56 +1,120%
AIM
817
Anchor Investment Management
South Carolina
$9.73K – – –
PP
818
Pacifica Partners
Canada
$9K -$153 -1 -2%
WAS
819
Winch Advisory Services
Wisconsin
$8K -$10.8K -71 -59%
ACM
820
ACT Capital Management
Pennsylvania
$8K – – –
FCM
821
Firestone Capital Management
Florida
$8K – – –
HWMA
822
Heritage Wealth Management (Arizona)
Arizona
$8K – – –
HWA
823
HHM Wealth Advisors
Tennessee
$8K – – –
LWM
824
Liberty Wealth Management
California
$8K – – –
QCG
825
Quadrant Capital Group
Ohio
$8K +$4.74K +31 +172%
31 32
33
34 35