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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2326
Baldrige Asset Management
Pennsylvania
$67K +$60.4K +1,244 New
CIM
2327
Contravisory Investment Management
Massachusetts
$61K – – –
LPC
2328
Loeb Partners Corp
New York
$59K +$21.9K +450 +69%
AWMS
2329
Advocacy Wealth Management Services
Georgia
$58K -$9.86K -203 -16%
CFD
2330
Creative Financial Designs
Indiana
$58K +$6.41K +132 +14%
KFS
2331
Kelly Financial Services
Massachusetts
$54.5K +$49.1K +1,010 New
BC
2332
Barnett & Company
Tennessee
$54K -$41.8K -860 -46%
KC
2333
Knuff & Co
California
$54K – – –
CA
2334
Crewe Advisors
Utah
$52K -$37.8K -778 -45%
CCMW
2335
Cypress Capital Management (Wyoming)
Wyoming
$52K +$4.96K +102 +12%
BAMG
2336
Brand Asset Management Group
Missouri
$52K +$16.1K +331 +53%
RCC
2337
Red Cedar Capital
Nebraska
$49K – – –
FEG
2338
Financial Enhancement Group
Indiana
$48K +$35.4K +728 +461%
PCIA
2339
Prime Capital Investment Advisors
Kansas
$46K -$49.1K -1,010 -54%
CAGAS
2340
Capital Advisory Group Advisory Services
Minnesota
$46K – – –
HL
2341
Harding Loevner
New Jersey
$46K – – –
UOTTAIMCU
2342
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$46K +$23.8K +490 +133%
MFT
2343
Moisand Fitzgerald Tamayo
Florida
$42K – – –
HS
2344
Horan Securities
United States
$41K – – –
APSP
2345
Asset Planning Services (Pennsylvania)
Pennsylvania
$41K +$5.49K +113 +18%
JAM
2346
JCIC Asset Management
Ontario, Canada
$38K – – –
EIM
2347
Essex Investment Management
Massachusetts
$37K – – –
LWS
2348
Lucia Wealth Services
California
$36K +$26.2K +540 +435%
CFN
2349
Cordasco Financial Network
Florida
$35K +$4.03K +83 +15%
IF
2350
Ironwood Financial
Arizona
$32K – – –
92 93
94
95 96