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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
601
Cahill Financial Advisors
Minnesota
$14K +$15.4K +94 New
RG
602
Retirement Group
California
$13K – – –
TFA
603
Toth Financial Advisory
Virginia
$12K – – –
TWM
604
Tradition Wealth Management
Minnesota
$12K – – –
KIG
605
Kowal Investment Group
Wisconsin
$12K +$12.3K +75 New
TFGT
606
TS Financial Group (TSFG)
Illinois
$11K -$61.6K -375 -84%
GRP
607
Global Retirement Partners
California
$10K -$821 -5 -7%
AP
608
Arlington Partners
Alabama
$10K – – –
CFN
609
Cordasco Financial Network
Florida
$10K – – –
FPFS
610
First Personal Financial Services
North Carolina
$10K – – –
JPLA
611
Joseph P. Lucia & Associates
New York
$10K – – –
WOC
612
West Oak Capital
California
$10K – – –
GEA
613
Glen Eagle Advisors
New Jersey
$9.07K +$3.29K +20 +51%
CFO
614
CVA Family Office
Colorado
$9K – – –
ST
615
Smithfield Trust
Pennsylvania
$9K – – –
TCM
616
Tradewinds Capital Management
Washington
$9K – – –
DRS
617
Deane Retirement Strategies
Louisiana
$8K – – –
GWSG
618
GPS Wealth Strategies Group
Colorado
$8K – – –
SWM
619
Selective Wealth Management
Virginia
$8K – – –
GWS
620
Glassman Wealth Services
Virginia
$8K +$5.58K +34 +170%
LWM
621
Liberty Wealth Management
California
$7K – – –
BFC
622
Bedel Financial Consulting
Indiana
$6K -$24.6K -150 -79%
RIM
623
Rockbridge Investment Management
New York
$6K – – –
SBL
624
Sargent Bickham Lagudis
Colorado
$6K +$493 +3 +9%
GKWIM
625
Gerber Kawasaki Wealth & Investment Management
California
$6K +$6.57K +40 New
23 24
25
26 27