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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1851
Defined Wealth Management
Oregon
$40K +$47.2K +170 New
OAJ
1852
Ogorek Anthony Joseph
New York
$39K +$46.9K +169 New
PB
1853
Pinnacle Bancorp
Nebraska
$38K – – –
FPFS
1854
First Personal Financial Services
North Carolina
$38K +$38.3K +138 +552%
ETI
1855
Enterprise Trust & Investment
California
$36K – – –
HCM
1856
Highlander Capital Management
New Jersey
$35K -$41.6K -150 -50%
DWA
1857
Dougherty Wealth Advisers
Minnesota
$35K – – –
NL
1858
NKCFO LLC
Illinois
$35K – – –
JGIA
1859
Jackson Grant Investment Advisers
Connecticut
$35K +$41.6K +150 New
IF
1860
Ironwood Financial
Arizona
$34K – – –
CDIA
1861
Capital Directions Investment Advisors
Georgia
$31K -$56.1K -202 -60%
PWMG
1862
Prestige Wealth Management Group
New Jersey
$31K – – –
FWM
1863
ForthRight Wealth Management
Georgia
$31K +$36.6K +132 New
PP
1864
Pacifica Partners
Canada
$30K – – –
CAM
1865
CenterStar Asset Management
Illinois
$29K – – –
PS
1866
Planned Solutions
California
$29K +$13.9K +50 +67%
FEG
1867
Financial Enhancement Group
Indiana
$28K -$1.39K -5 -4%
SIS
1868
Sound Income Strategies
Florida
$27K -$48.6K -175 -60%
FA
1869
Fortis Advisors
Pennsylvania
$27K – – –
MAM
1870
Meeder Asset Management
Ohio
$27K +$12.2K +44 +63%
IA
1871
Inspire Advisors
Idaho
$27K +$31.9K +115 New
GAM
1872
Gemmer Asset Management
California
$26K -$222K -800 -88%
DSC
1873
Duncker Streett & Co
Missouri
$26K +$2.22K +8 +8%
TF
1874
TimeScale Financial
Massachusetts
$25K +$2.22K +8 +8%
AP
1875
Atwood & Palmer
Missouri
$24K +$28.3K +102 New
73 74
75
76 77