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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
3001
Professional Financial Advisors
Nebraska
$34K – – –
ACK
3002
Andrew C. Karlinski
$32K -$1.37K -9 -4%
AWM
3003
Avondale Wealth Management
Texas
$32K – – –
APW
3004
Axim Planning & Wealth
Ohio
$32K – – –
CH
3005
Canton Hathaway
Rhode Island
$32K – – –
OCM
3006
Orion Capital Management
California
$32K – – –
CIA
3007
Capital Impact Advisors
Massachusetts
$31K -$11K -72 -25%
PCC
3008
Park Circle Company
Maryland
$29K – – –
HF
3009
Halpern Financial
Virginia
$28.3K +$6.1K +40 +25%
RBC
3010
Roble Belko & Company
Pennsylvania
$27K -$15.1K -99 -34%
AIM
3011
Axiom Investment Management
New York
$26K +$27.8K +182 New
NC
3012
NewSquare Capital
Pennsylvania
$25K -$28.7K -188 -52%
MWC
3013
MBM Wealth Consultants
Missouri
$23K -$22.9K -150 -50%
LWP
3014
Laurel Wealth Planning
Minnesota
$23K – – –
YAL
3015
Your Advocates Ltd
Texas
$22K – – –
DBG
3016
De Burlo Group
Massachusetts
$21.6K -$18.3M -119,838 -100%
NL
3017
NVWM LLC
Pennsylvania
$21K -$2.29K -15 -9%
WAM
3018
Worth Asset Management
Texas
$20K -$23.8K -156 -53%
DTIM
3019
Danda Trouve Investment Management
Kansas
$20K – – –
ST
3020
Sageworth Trust
Pennsylvania
$19K – – –
SPWG
3021
Sage Private Wealth Group
Illinois
$18K -$153 -1 -0.8%
KIG
3022
Kessler Investment Group
Indiana
$18K +$19.1K +125 New
BAM
3023
Byrne Asset Management
New Jersey
$17K -$1.52K -10 -8%
ARIS
3024
Advanced Research Investment Solutions
California
$17K – – –
BAM
3025
Baldrige Asset Management
Pennsylvania
$17K – – –
119 120
121
122 123