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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1951
IFS Advisors
Kansas
$6K +$6.5K +100 New
HF
1952
Halpern Financial
Virginia
$5.67K – – –
LAS
1953
Lloyd Advisory Services
Georgia
$5K – – –
TAM
1954
Tucker Asset Management
Colorado
$4.71K +$4.49K +69 New
CWAF
1955
Core Wealth Advisors (Florida)
Florida
$4K -$119K -1,828 -97%
OSNBOA
1956
Old Second National Bank of Aurora
Illinois
$4K -$19.5K -300 -85%
FPFS
1957
First Personal Financial Services
North Carolina
$4K – – –
GG
1958
Gleason Group
Kentucky
$4K – – –
IF
1959
Ironwood Financial
Arizona
$4K – – –
MFM
1960
MD Financial Management
Ontario, Canada
$4K +$3.97K +61 New
SFO
1961
Standard Family Office
South Dakota
$4K +$4.03K +62 New
FPW
1962
Flagship Private Wealth
Massachusetts
$3.26K +$2.93K +45 New
CWM
1963
Cedar Wealth Management
California
$3K -$279K -4,283 -99%
FGAM
1964
Financial Gravity Asset Management
Texas
$3K +$2.86K +44 New
PWA
1965
Phoenix Wealth Advisors
North Carolina
$3K +$2.93K +45 New
WAS
1966
Winch Advisory Services
Wisconsin
$3K +$3.25K +50 New
HFS
1967
Horizon Financial Services
North Carolina
$2K – – –
UFF
1968
USA Financial Formulas
Michigan
$2K +$1.04K +16 +145%
DTIM
1969
Danda Trouve Investment Management
Kansas
$2K +$1.63K +25 New
JMF
1970
Johnson Midwest Financial
Iowa
$2K +$1.69K +26 New
ARIS
1971
Advanced Research Investment Solutions
California
$2K +$1.95K +30 New
KFAA
1972
Klaas Financial Asset Advisors
Illinois
$2K +$1.95K +30 New
TIAM2
1973
Tru Independence Asset Management 2
Oregon
$2K +$2.21K +34 New
BCMIO
1974
Beacon Capital Management Inc (Ohio)
Ohio
$1K – – –
CC
1975
Cypress Capital
Tennessee
$1K +$650 +10 New
77 78
79
80 81