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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1201
Sound Income Strategies
Florida
$5.01K – – –
OAJ
1202
Ogorek Anthony Joseph
New York
$5K – – –
CSB
1203
City State Bank
Iowa
$4.8K – – –
CYG
1204
Clean Yield Group
Vermont
$4.42K -$7.93K -61 -64%
PFA
1205
Pillar Financial Advisors
Kentucky
$4.42K – – –
CFM
1206
Cornerstone Financial Management
Massachusetts
$4.42K +$1.04K +8 +30%
FMP
1207
Financial Management Professionals
Texas
$4.29K – – –
MLA
1208
MB, Levis & Associates
Pennsylvania
$4.17K – – –
RWM
1209
Raffa Wealth Management
District of Columbia
$4.17K +$260 +2 +6%
CAL
1210
Capital Advisors Ltd
Ohio
$4K +$2.34K +18 +164%
SRCM
1211
Signature Resources Capital Management
California
$3.92K -$8.97K -69 -69%
PWA
1212
Principia Wealth Advisory
Texas
$3.92K +$260 +2 +7%
BHWM
1213
Bay Harbor Wealth Management
Maryland
$3.79K +$1.3K +10 +50%
AIM
1214
Anchor Investment Management
South Carolina
$3.79K +$1.56K +12 +67%
OPTFSNA
1215
Old Point Trust & Financial Services N A
Virginia
$3.66K – – –
VWM
1216
Vermillion Wealth Management
Minnesota
$3.66K +$3.77K +29 New
IW
1217
Imprint Wealth
South Carolina
$3.54K – – –
BFS
1218
Bare Financial Services
Pennsylvania
$3.54K +$1.43K +11 +65%
CHC
1219
City Holding Co
West Virginia
$3.54K – – –
CMBA
1220
C.M. Bidwell & Associates
Hawaii
$3.41K +$3.51K +27 New
CFG
1221
Clayton Financial Group
Missouri
$3.28K – – –
EAM
1222
Eukles Asset Management
Ohio
$3.16K – – –
PG
1223
Proffitt & Goodson
Tennessee
$3.16K – – –
SC
1224
Solstein Capital
California
$3.16K – – –
BA
1225
Ballast Advisors
Minnesota
$3.16K +$3.25K +25 New
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