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Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
1226
Nauset Wealth Management
Connecticut
$13K +$13.9K +121 New
PP
1227
PFS Partners
New Jersey
$12K – – –
BG
1228
Bollard Group
Massachusetts
$11K -$12.1M -105,200 -100%
HFM
1229
Hartford Financial Management
Connecticut
$11K -$14.6K -127 -56%
BC
1230
Belmont Capital
California
$11K – – –
MAWCM
1231
Mine & Arao Wealth Creation & Management
California
$11K – – –
TIM
1232
Tevis Investment Management
Texas
$11K – – –
TIM
1233
Tortoise Investment Management
New York
$11K – – –
TFA
1234
Toth Financial Advisory
Virginia
$11K – – –
TAIM
1235
TD Ameritrade Investment Management
Nebraska
$11K +$1.15K +10 +11%
CDIA
1236
Capital Directions Investment Advisors
Georgia
$11K +$11.5K +100 New
SWM
1237
Sugarloaf Wealth Management
Georgia
$11K +$11.5K +100 New
CT
1238
Caldwell Trust
Florida
$10.8K -$5.76K -50 -34%
PFA
1239
Professional Financial Advisors
Nebraska
$10K – – –
IWMA
1240
Ironwood Wealth Management (Arizona)
Arizona
$10K +$8.87K +77 +481%
OAJ
1241
Ogorek Anthony Joseph
New York
$9K -$6.57K -57 -40%
FEG
1242
Financial Enhancement Group
Indiana
$9K – – –
KA
1243
Kozak & Associates
Colorado
$9K – – –
MWM
1244
Mascoma Wealth Management
New Hampshire
$9K – – –
MFC
1245
Mechanics Financial Corp
Ohio
$9K – – –
DWP
1246
Destiny Wealth Partners
Florida
$8K – – –
FPFS
1247
First Personal Financial Services
North Carolina
$8K – – –
ICM
1248
Islay Capital Management
Texas
$8K – – –
PP
1249
Pacifica Partners
Canada
$8K – – –
MFG
1250
Monumental Financial Group
Maryland
$8K +$8.06K +70 New
48 49
50
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