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Name Holding Trade Value Shares
Change 		Change in
Stake
BG
1226
Bollard Group
Massachusetts
$11K -$12.1M -105,200 -100%
HFM
1227
Hartford Financial Management
Connecticut
$11K -$14.6K -127 -56%
BC
1228
Belmont Capital
California
$11K – – –
MAWCM
1229
Mine & Arao Wealth Creation & Management
California
$11K – – –
TIM
1230
Tevis Investment Management
Texas
$11K – – –
TIM
1231
Tortoise Investment Management
New York
$11K – – –
TFA
1232
Toth Financial Advisory
Virginia
$11K – – –
TAIM
1233
TD Ameritrade Investment Management
Nebraska
$11K +$1.15K +10 +11%
CDIA
1234
Capital Directions Investment Advisors
Georgia
$11K +$11.5K +100 New
SWM
1235
Sugarloaf Wealth Management
Georgia
$11K +$11.5K +100 New
CT
1236
Caldwell Trust
Florida
$10.8K -$5.76K -50 -34%
PFA
1237
Professional Financial Advisors
Nebraska
$10K – – –
IWMA
1238
Ironwood Wealth Management (Arizona)
Arizona
$10K +$8.87K +77 +481%
OAJ
1239
Ogorek Anthony Joseph
New York
$9K -$6.57K -57 -40%
FEG
1240
Financial Enhancement Group
Indiana
$9K – – –
KA
1241
Kozak & Associates
Colorado
$9K – – –
MWM
1242
Mascoma Wealth Management
New Hampshire
$9K – – –
MFC
1243
Mechanics Financial Corp
Ohio
$9K – – –
DWP
1244
Destiny Wealth Partners
Florida
$8K – – –
FPFS
1245
First Personal Financial Services
North Carolina
$8K – – –
ICM
1246
Islay Capital Management
Texas
$8K – – –
PP
1247
Pacifica Partners
Canada
$8K – – –
MFG
1248
Monumental Financial Group
Maryland
$8K +$8.06K +70 New
AF
1249
Arrow Financial
New York
$8K +$8.64K +75 New
WAM
1250
Worth Asset Management
Texas
$8K +$11.5K +100 New
48 49
50
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