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Name Holding Trade Value Shares
Change 		Change in
Stake
EC
4126
Estate Counselors
Wisconsin
$65K – – –
NC
4127
NewSquare Capital
Pennsylvania
$62K -$1.04M -6,760 -95%
WFA
4128
West Financial Advisors
Iowa
$62K +$9.27K +60 +19%
EP
4129
Elkhorn Partners
Nebraska
$59K +$49.4K +320 +800%
BFG
4130
Baron Financial Group
New Jersey
$58.7K – – –
DRS
4131
Deane Retirement Strategies
Louisiana
$56K – – –
SA
4132
SRH Advisors
Kansas
$55K – – –
DCM
4133
Disciplina Capital Management
Tennessee
$52.2K +$3.09K +20 +7%
LWP
4134
Laurel Wealth Planning
Minnesota
$52K -$34K -220 -41%
SJIA
4135
St. James Investment Advisors
New York
$52K – – –
MCA
4136
Maryland Capital Advisors
Maryland
$49K -$15.5K -100 -25%
CCMIC
4137
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$49K +$46.4K +300 New
WFA
4138
Wells Financial Advisors
Massachusetts
$46K – – –
WWP
4139
WR Wealth Planners
Missouri
$42.4K +$40.2K +260 New
BWS
4140
BCR Wealth Strategies
Alabama
$36K – – –
EFS
4141
Econ Financial Services
Pennsylvania
$33K -$111K -720 -78%
MBFW
4142
Morton Brown Family Wealth
Pennsylvania
$33K -$15.5K -100 -33%
BCH
4143
Berkshire Capital Holdings
California
$33K – – –
GWA
4144
Gibson Wealth Advisors
Texas
$33K – – –
BC
4145
BIT Capital
Germany
$32.6K -$10.2M -66,120 -100%
TJHA
4146
Thomas J. Herzfeld Advisors
Florida
$29K – – –
FQ
4147
First Quadrant
California
$23K -$17.8M -115,300 -100%
EAM
4148
Eukles Asset Management
Ohio
$23K – – –
CCS
4149
Crosspoint Capital Strategies
California
$23K +$21.6K +140 New
CFG
4150
Claremont Financial Group
California
$19K +$18.5K +120 New
164 165
166
167 168