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Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
2551
Baron Financial Group
New Jersey
$18.1K – – –
DI
2552
Disciplined Investments
Oklahoma
$18K +$7.92K +75 +81%
CWM
2553
Cranbrook Wealth Management
Michigan
$17K – – –
WIA
2554
Wealthstreet Investment Advisors
Texas
$16K -$4.14M -39,225 -100%
NL
2555
NVWM LLC
Pennsylvania
$15K – – –
AWMS
2556
Advocacy Wealth Management Services
Georgia
$14K -$6.54K -62 -31%
DTIM
2557
Danda Trouve Investment Management
Kansas
$14K – – –
HGWM
2558
Harvest Group Wealth Management
Massachusetts
$13K +$12.7K +120 New
BAM
2559
Baldrige Asset Management
Pennsylvania
$12K +$12.1K +115 New
WIM
2560
Westside Investment Management
California
$10.6K -$23.9K -226 -12%
HF
2561
Halpern Financial
Virginia
$10.5K – – –
RFWA
2562
RPg Family Wealth Advisory
Massachusetts
$10.5K +$10.6K +100 New
FIA
2563
FNY Investment Advisers
New York
$10K +$5.28K +50 +100%
VFIC
2564
Valley Forge Investment Consultants
Pennsylvania
$10K +$10.6K +100 New
LWP
2565
Laurel Wealth Planning
Minnesota
$9K – – –
WAM
2566
Wallington Asset Management
Indiana
$9K +$9.39K +89 +8,900%
TJHA
2567
Thomas J. Herzfeld Advisors
Florida
$8K – – –
ACM
2568
AUA Capital Management
Pennsylvania
$6K – – –
MFM
2569
MD Financial Management
Ontario, Canada
$5K – – –
CCM
2570
Cribstone Capital Management
Maine
$5K +$4.86K +46 New
DWMG
2571
DB Wealth Management Group
California
$4K – – –
OAJ
2572
Ogorek Anthony Joseph
New York
$4K – – –
DWA
2573
Delos Wealth Advisors
Texas
$4K +$3.8K +36 New
ARIS
2574
Advanced Research Investment Solutions
California
$3K – – –
CAM
2575
ClariVest Asset Management
California
$3K – – –
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