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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1801
Arcadia Investment Management
Michigan
$173K – – –
CFD
1802
Creative Financial Designs
Indiana
$171K +$78.4K +440 +88%
CP
1803
Castleview Partners
Texas
$170K -$85K -477 -34%
RFA
1804
Register Financial Advisors
Georgia
$169K – – –
HFS
1805
Hantz Financial Services
Michigan
$166K -$201K -1,129 -55%
CB
1806
Community Bank
New York
$164K – – –
IRAG
1807
Investment Research & Advisory Group
Georgia
$161K – – –
PWMG
1808
Prestige Wealth Management Group
New Jersey
$160K -$356 -2 -0.2%
TIM
1809
Tortoise Investment Management
New York
$159K – – –
CFO
1810
CVA Family Office
Colorado
$159K +$14.8K +83 +11%
CFFP
1811
Center for Financial Planning
Michigan
$158K -$46.7K -262 -23%
CWM
1812
Compass Wealth Management
Connecticut
$156K -$16.4K -92 -10%
ZB
1813
Zions Bancorporation
Utah
$152K +$69.3K +389 +87%
SFCL
1814
Strengthening Families & Communities LLC
Massachusetts
$152K +$74K +415 +98%
TF
1815
Tompkins Financial
New York
$152K -$8.91K -50 -6%
VAMG
1816
Voisard Asset Management Group
Michigan
$151K -$15.7K -88 -10%
SA
1817
Scarborough Advisors
Maryland
$149K +$2.32K +13 +2%
ATC
1818
Advantage Trust Company
Kansas
$148K – – –
OCM
1819
Osterweis Capital Management
California
$145K -$16.2K -91 -10%
SIC
1820
Salem Investment Counselors
North Carolina
$144K -$85.7K -481 -38%
LI
1821
LRI Investments
Florida
$138K +$8.02K +45 +6%
ECM
1822
Elgethun Capital Management
South Dakota
$138K – – –
S
1823
Sachetta
Massachusetts
$138K -$22.6K -127 -15%
CB
1824
Chris Bulman
California
$137K +$134K +754 New
SFC
1825
Strategic Financial Concepts
Texas
$137K +$4.03M +22,612 New
71 72
73
74 75