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Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1601
Center for Financial Planning
Michigan
$8K – – –
HFM
1602
Hartford Financial Management
Connecticut
$8K – – –
MIM
1603
Macroview Investment Management
Maryland
$8K – – –
CMA
1604
Cedar Mountain Advisors
Oregon
$7K – – –
HC
1605
Hoese & Co
Minnesota
$7K – – –
MSFP
1606
Mark Sheptoff Financial Planning
Connecticut
$7K – – –
KC
1607
Kepos Capital
New York
$7K +$750 +13 +15%
BAM
1608
Bellevue Asset Management
Washington
$7K +$5.77K +100 New
GKWIM
1609
Gerber Kawasaki Wealth & Investment Management
California
$7K +$6.75K +117 New
LAM
1610
Lountzis Asset Management
Pennsylvania
$6.78K -$10.1K -175 -64%
AFS
1611
Annapolis Financial Services
Maryland
$6K – – –
SCA
1612
Stuart Chaussee & Associates
California
$6K – – –
LWA
1613
Lenox Wealth Advisors
New York
$6K +$577 +10 +13%
HWM
1614
HighMark Wealth Management
Minnesota
$6K +$5.42K +94 New
EWM
1615
Edge Wealth Management
New York
$5K -$24.9K -432 -86%
EL
1616
EMFO LLC
Florida
$5K – – –
PCA
1617
Providence Capital Advisors
North Carolina
$5K – – –
RCA
1618
Ranch Capital Advisors
Florida
$5K – – –
SPWG
1619
Sage Private Wealth Group
Illinois
$5K – – –
Q
1620
QVR
California
$5K +$4.1K +71 New
FPFS
1621
First Personal Financial Services
North Carolina
$4K – – –
JMF
1622
Johnson Midwest Financial
Iowa
$3K – – –
OSNBOA
1623
Old Second National Bank of Aurora
Illinois
$3K – – –
TLFA
1624
True Link Financial Advisors
California
$3K – – –
KA
1625
Kozak & Associates
Colorado
$3K +$2.65K +46 New
63 64
65
66 67