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Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
2126
Community Financial Services Group
Vermont
$172K +$69.6K +587 +55%
AIC
2127
Archer Investment Corporation
Indiana
$172K -$253K -2,135 -56%
SWM
2128
SHP Wealth Management
Massachusetts
$171K +$39.2K +331 +25%
IRC
2129
Investors Research Corp
Georgia
$168K -$10.2K -86 -5%
M
2130
MOTCO
Texas
$167K +$52.3K +441 +38%
APFP
2131
Action Point Financial Planning
Michigan
$162K +$186K +1,567 New
WIM
2132
Westside Investment Management
California
$161K – – –
CSC
2133
Caldwell Sutter Capital
California
$160K – – –
BHWM
2134
Beaird Harris Wealth Management
Texas
$159K – – –
TFGT
2135
TS Financial Group (TSFG)
Illinois
$158K +$119 +1 +0.1%
KLWA
2136
Kelly Lawrence W & Associates
California
$158K -$357K -3,011 -66%
PP
2137
Pacifica Partners
Canada
$157K – – –
IWM
2138
IMG Wealth Management
Florida
$156K +$830 +7 +0.5%
BCM
2139
Blume Capital Management
California
$152K – – –
TC
2140
Toews Corporation
New Jersey
$152K +$174K +1,465 New
TTIC
2141
Tower Trust & Investment Company
Iowa
$152K – – –
CAL
2142
Capital Advisors Ltd
Ohio
$151K +$6.64K +56 +4%
ESC
2143
Eurizon SLJ Capital
$149K -$27.7K -234 -14%
KTC
2144
Kentucky Trust Company
Kentucky
$146K – – –
MMG
2145
Monetary Management Group
Missouri
$146K – – –
WAS
2146
Winch Advisory Services
Wisconsin
$145K -$1.19K -10 -0.7%
NEWAS
2147
N.E.W. Advisory Services
Wisconsin
$145K +$3.56K +30 +2%
PMFA
2148
Plante Moran Financial Advisors
Michigan
$144K +$474 +4 +0.3%
JWA
2149
JFS Wealth Advisors
Pennsylvania
$143K +$1.3K +11 +0.8%
USB
2150
Union Savings Bank
Connecticut
$142K -$119 -1 -0.1%
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