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Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
1301
Annapolis Financial Services
Maryland
$37K – – –
MCM
1302
McMillion Capital Management
North Carolina
$36K +$37.9K +184 New
KFI
1303
Key Financial Inc
Pennsylvania
$35K +$15.9K +77 +76%
CA
1304
Crewe Advisors
Utah
$32K +$33.6K +163 New
AIL
1305
AGF Investments LLC
Ontario, Canada
$30K -$74.8K -363 -70%
BIA
1306
Bell Investment Advisors
California
$30K +$31.5K +153 New
BCM
1307
Blume Capital Management
California
$29K -$10.3K -50 -25%
HFS
1308
Heritage Financial Services
Massachusetts
$29K +$30.9K +150 New
BSB
1309
Bangor Savings Bank
Maine
$28K +$29.3K +142 New
EL
1310
EMFO LLC
Florida
$25K – – –
ETI
1311
Enterprise Trust & Investment
California
$25K +$26.4K +128 New
RIM
1312
Rockbridge Investment Management
New York
$24.8K – – –
AWMS
1313
Advocacy Wealth Management Services
Georgia
$24K -$3.71K -18 -13%
BWL
1314
Bogart Wealth LLC
Virginia
$24K – – –
CYG
1315
Clean Yield Group
Vermont
$24K – – –
POIA
1316
Pin Oak Investment Advisors
Texas
$24K – – –
TCM
1317
Tradewinds Capital Management
Washington
$24K – – –
DMKJ
1318
David M. Knott Jr
$24K +$24.9K +121 New
AA
1319
Addison Advisors
Vermont
$23K – – –
BMD
1320
Better Money Decisions
New Mexico
$23K +$23.9K +116 New
AWM
1321
Atticus Wealth Management
Florida
$22K – – –
BAM
1322
Byrne Asset Management
New Jersey
$22K – – –
LFG
1323
Larson Financial Group
Missouri
$21K – – –
MIM
1324
Meridiem Investment Management
United Kingdom
$21K – – –
NIC
1325
Northwest Investment Counselors
Oregon
$21K +$9.89K +48 +83%
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