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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1951
Tucker Asset Management
Colorado
$4.71K +$4.49K +69 New
CWAF
1952
Core Wealth Advisors (Florida)
Florida
$4K -$119K -1,828 -97%
OSNBOA
1953
Old Second National Bank of Aurora
Illinois
$4K -$19.5K -300 -85%
FPFS
1954
First Personal Financial Services
North Carolina
$4K – – –
GG
1955
Gleason Group
Kentucky
$4K – – –
IF
1956
Ironwood Financial
Arizona
$4K – – –
MFM
1957
MD Financial Management
Ontario, Canada
$4K +$3.97K +61 New
SFO
1958
Standard Family Office
South Dakota
$4K +$4.03K +62 New
FPW
1959
Flagship Private Wealth
Massachusetts
$3.26K +$2.93K +45 New
CWM
1960
Cedar Wealth Management
California
$3K -$279K -4,283 -99%
FGAM
1961
Financial Gravity Asset Management
Texas
$3K +$2.86K +44 New
PWA
1962
Phoenix Wealth Advisors
North Carolina
$3K +$2.93K +45 New
WAS
1963
Winch Advisory Services
Wisconsin
$3K +$3.25K +50 New
HFS
1964
Horizon Financial Services
North Carolina
$2K – – –
UFF
1965
USA Financial Formulas
Michigan
$2K +$1.04K +16 +145%
DTIM
1966
Danda Trouve Investment Management
Kansas
$2K +$1.63K +25 New
JMF
1967
Johnson Midwest Financial
Iowa
$2K +$1.69K +26 New
ARIS
1968
Advanced Research Investment Solutions
California
$2K +$1.95K +30 New
KFAA
1969
Klaas Financial Asset Advisors
Illinois
$2K +$1.95K +30 New
TIAM2
1970
Tru Independence Asset Management 2
Oregon
$2K +$2.21K +34 New
NDSI
1971
Newman Dignan & Sheerar Inc
Rhode Island
$1.77K -$80.8K -1,243 -5%
BCMIO
1972
Beacon Capital Management Inc (Ohio)
Ohio
$1K – – –
CC
1973
Cypress Capital
Tennessee
$1K +$650 +10 New
POIA
1974
Pin Oak Investment Advisors
Texas
$1K +$1.24K +19 New
CBTWT
1975
Community Bank & Trust (Waco, Texas)
Texas
$361 +$37.8K +581 +12%
77 78
79
80 81