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Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1826
Planned Solutions
California
$22K +$19.8K +75 New
BWM
1827
BerganKDV Wealth Management
Minnesota
$21K -$163K -620 -90%
MAM
1828
Meeder Asset Management
Ohio
$21K +$10.5K +40 +133%
TJHA
1829
Thomas J. Herzfeld Advisors
Florida
$20K – – –
APC
1830
Aspire Private Capital
North Carolina
$20K +$17.9K +68 New
HWA
1831
Heritage Wealth Advisors
Virginia
$19.1K – – –
IWP
1832
IAG Wealth Partners
Wisconsin
$19K – – –
NIC
1833
Northwest Investment Counselors
Oregon
$19K +$17.1K +65 New
SWM
1834
Sugarloaf Wealth Management
Georgia
$18K -$3.95K -15 -20%
CHC
1835
City Holding Co
West Virginia
$17K – – –
LWA
1836
Lowe Wealth Advisors
Maryland
$17K +$5.53K +21 +58%
BHWM
1837
Bay Harbor Wealth Management
Maryland
$16K +$7.9K +30 +125%
CMA
1838
Cedar Mountain Advisors
Oregon
$15K -$1.05K -4 -7%
POIA
1839
Pin Oak Investment Advisors
Texas
$15K – – –
VCM
1840
Vigilant Capital Management
Maine
$15K – – –
WB
1841
West Bancorporation
Iowa
$15K – – –
MCM
1842
MV Capital Management
Maryland
$15K +$7.9K +30 +143%
AIC
1843
Archer Investment Corporation
Indiana
$14.7K – – –
FRA
1844
Front Row Advisors
California
$14K +$7.9K +30 +158%
RBC
1845
Roble Belko & Company
Pennsylvania
$13K +$6.85K +26 +153%
EWM
1846
Elmwood Wealth Management
California
$11K – – –
IR
1847
Invictus RG
Bermuda
$11K +$10K +38 New
CWA
1848
Carolina Wealth Advisors
South Carolina
$9K – – –
HIM
1849
Hillsdale Investment Management
Ontario, Canada
$9K +$1.84K +7 +28%
CTB
1850
Country Trust Bank
Illinois
$8K – – –
72 73
74
75 76