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Name Holding Trade Value Shares
Change 		Change in
Stake
1NWS
1626
1 North Wealth Services
Maryland
$7K – – –
PCFFS
1627
Pacific Center for Financial Services
California
$7K – – –
PW
1628
Price Wealth
Texas
$7K +$706 +12 +12%
CMA
1629
Cedar Mountain Advisors
Oregon
$7K +$6.17K +105 New
SC
1630
Steph & Co
Wisconsin
$7K +$6.58K +112 New
HF
1631
Halpern Financial
Virginia
$6.5K +$5.88K +100 New
KC
1632
Knuff & Co
California
$6K – – –
RAM
1633
Riggs Asset Management
Pennsylvania
$6K – – –
CWA
1634
Carolina Wealth Advisors
South Carolina
$6K +$5.06K +86 New
TFA
1635
Tobias Financial Advisors
Florida
$6K +$5.88K +100 New
RA
1636
Rational Advisors
New York
$5K -$27.5K -467 -86%
WCM
1637
Wealthcare Capital Management
Virginia
$5K +$4.29K +73 New
LAS
1638
Lloyd Advisory Services
Georgia
$5K +$4.59K +78 New
NIM
1639
NuWave Investment Management
New Jersey
$5K +$4.59K +78 New
WB
1640
West Bancorporation
Iowa
$5K +$4.76K +81 New
MIM
1641
Macroview Investment Management
Maryland
$4K – – –
RCC
1642
Red Cedar Capital
Nebraska
$4K – – –
CAM
1643
ClariVest Asset Management
California
$3K -$294K -4,999 -99%
OSNBOA
1644
Old Second National Bank of Aurora
Illinois
$3K – – –
CA
1645
CXI Advisors
Indiana
$3K +$2.65K +45 New
BHWM
1646
Bay Harbor Wealth Management
Maryland
$2K – – –
CCM
1647
Copeland Capital Management
Pennsylvania
$2K – – –
QCMC
1648
Quantum Capital Management (California)
California
$2K – – –
HWA
1649
Heritage Wealth Advisors
Virginia
$1.43K +$1.29K +22 New
GCM
1650
Gables Capital Management
Florida
$1K -$5.88K -100 -85%
64 65
66
67 68