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Name Holding Trade Value Shares
Change 		Change in
Stake
TJHA
2251
Thomas J. Herzfeld Advisors
Florida
$5K – – –
LIM
2252
Longfellow Investment Management
Massachusetts
$5K +$407 +1 +10%
JFA
2253
JNBA Financial Advisors
Minnesota
$5K +$3.66K +9 +150%
WB
2254
Webster Bank
Connecticut
$5K +$5.7K +14 New
RIM
2255
Rockbridge Investment Management
New York
$4.39K – – –
JIR
2256
James Investment Research
Ohio
$4K -$293K -720 -99%
AIP
2257
Ahrens Investment Partners
Louisiana
$4K -$107K -263 -96%
BBPWM
2258
Blue Bell Private Wealth Management
Pennsylvania
$4K -$5.29K -13 -52%
BCH
2259
Berkshire Capital Holdings
California
$4K – – –
BCM
2260
Bourgeon Capital Management
Connecticut
$4K – – –
IHWM
2261
Iron Horse Wealth Management
Iowa
$4K – – –
IAMOG
2262
Investors Asset Management of Georgia
Georgia
$4K +$4.88K +12 New
CIA
2263
Cascade Investment Advisors
Oregon
$3.66K – – –
PP
2264
Pacifica Partners
Canada
$3K -$5.29K -13 -59%
HNWAG
2265
High Net Worth Advisory Group
Florida
$3K -$1.22K -3 -27%
PPWM
2266
PFG Private Wealth Management
Florida
$3K – – –
GWMIA
2267
Global Wealth Management Investment Advisory
Florida
$3K +$2.85K +7 New
FSWA
2268
Financial Synergies Wealth Advisors
Texas
$2.2K +$2.44K +6 New
AFS
2269
Annapolis Financial Services
Maryland
$2K – – –
MTIC
2270
Missouri Trust & Investment Company
Missouri
$2K – – –
TSW
2271
Thompson Siegel & Walmsley
Virginia
$2K – – –
TLCM
2272
Twin Lakes Capital Management
California
$2K – – –
WA
2273
WestEnd Advisors
North Carolina
$1.46K +$1.63K +4 New
PI
2274
PEAK6 Investments
Illinois
$1.16K -$16.8M -41,312 -100%
UFF
2275
USA Financial Formulas
Michigan
$1K -$3.26K -8 -80%
89 90
91
92 93