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Name Holding Trade Value Shares
Change 		Change in
Stake
GWMI
3001
Guardian Wealth Management (Illinois)
Illinois
$149K +$511 +10 +0.3%
NJIM
3002
Nabity-Jensen Investment Management
Nebraska
$148K +$150K +2,936 New
TCM
3003
Tradewinds Capital Management
Washington
$147K – – –
CFD
3004
Creative Financial Designs
Indiana
$144K -$19K -371 -12%
CPG
3005
Cornerstone Planning Group
New Jersey
$141K -$8.43K -165 -6%
MWM
3006
Mascoma Wealth Management
New Hampshire
$140K -$6.79K -133 -5%
CA
3007
Centerpoint Advisors
Massachusetts
$140K -$46.4K -908 -25%
FCMT
3008
Founders Capital Management (Texas)
Texas
$138K – – –
BCM
3009
Basso Capital Management
Connecticut
$137K – – –
B
3010
Birchbrook
Maine
$135K +$137K +2,682 New
CCC
3011
Chelsea Counsel Company
California
$134K – – –
HFM
3012
Hartford Financial Management
Connecticut
$132K +$358 +7 +0.3%
SC
3013
Stephens Consulting
Michigan
$132K +$460 +9 +0.3%
FA
3014
Financial Avengers
California
$128K – – –
HF
3015
Halpern Financial
Virginia
$125K -$47.1K -921 -27%
HI
3016
Hoey Investments
Pennsylvania
$123K -$19K -372 -13%
FC
3017
Family CFO
California
$122K -$5.26K -103 -4%
SWM
3018
Sugarloaf Wealth Management
Georgia
$122K -$3.12K -61 -2%
SA
3019
SRH Advisors
Kansas
$121K -$51.1K -1,000 -29%
BBPWM
3020
Blue Bell Private Wealth Management
Pennsylvania
$119K +$27.9K +546 +30%
AIMA
3021
Ables Iannone Moore & Associates
Georgia
$117K +$118K +2,319 New
NECFA
3022
New England Capital Financial Advisors
Connecticut
$114K +$766 +15 +0.7%
WAM
3023
WFA Asset Management
Wisconsin
$112K -$1.64K -32 -1%
YDMI
3024
Y.D. More Investments
Israel
$111K -$7.66K -150 -6%
DWA
3025
Dougherty Wealth Advisers
Minnesota
$109K – – –
119 120
121
122 123