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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2976
Activest Wealth Management
Florida
$18K -$22.1K -386 -57%
SMG
2977
Spectrum Management Group
Indiana
$17K -$5.66K -99 -27%
HVM
2978
Harvest Volatility Management
Connecticut
$16.5K -$11.1M -194,270 -100%
TAM
2979
Tucker Asset Management
Colorado
$16.4K – – –
JMF
2980
Johnson Midwest Financial
Iowa
$15K +$57 +1 +0.4%
LWP
2981
Laurel Wealth Planning
Minnesota
$14K – – –
TJHA
2982
Thomas J. Herzfeld Advisors
Florida
$14K – – –
ICM
2983
Islay Capital Management
Texas
$13K – – –
LWA
2984
Lowe Wealth Advisors
Maryland
$13K – – –
CAM
2985
ClariVest Asset Management
California
$12K -$1.14K -20 -9%
EWM
2986
Elmwood Wealth Management
California
$12K +$10.5K +183 New
KFAA
2987
Klaas Financial Asset Advisors
Illinois
$12K +$10.7K +188 New
RDFA
2988
Ritter Daniher Financial Advisory
Ohio
$11K – – –
CFRPA
2989
Castle Financial & Retirement Planning Associates
New Jersey
$11K +$10.9K +190 New
IHWM
2990
Iron Horse Wealth Management
Iowa
$10K – – –
OAJ
2991
Ogorek Anthony Joseph
New York
$10K – – –
PPWM
2992
PFG Private Wealth Management
Florida
$10K – – –
BC
2993
Barnett & Company
Tennessee
$10K +$8.57K +150 New
PWC
2994
PYA Waltman Capital
Tennessee
$9K +$8.06K +141 New
RI
2995
Rinkey Investments
California
$9K +$9.14K +160 New
IAS
2996
IMA Advisory Services
Colorado
$8K – – –
UFF
2997
USA Financial Formulas
Michigan
$7K -$3.18M -55,586 -100%
RA
2998
Resolute Advisors
California
$7K -$59.7K -1,045 -91%
SSC
2999
Syverson Strege & Co
Iowa
$7K – – –
AA
3000
AlphaMark Advisors
Kentucky
$6K -$5.71K -100 -50%
118 119
120
121 122