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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
3026
Baldrige Asset Management
Pennsylvania
$17K – – –
WIM
3027
Westside Investment Management
California
$16.6K – – –
EA
3028
Evolution Advisers
Virginia
$14K – – –
SC
3029
Siena Capital
Ohio
$14K – – –
VFIC
3030
Valley Forge Investment Consultants
Pennsylvania
$14K – – –
DMKJ
3031
David M. Knott Jr
$14K +$15.9K +96 New
CWM
3032
Cranbrook Wealth Management
Michigan
$12K -$12.2K -74 -46%
TJHA
3033
Thomas J. Herzfeld Advisors
Florida
$12K +$661 +4 +5%
FIA
3034
FNY Investment Advisers
New York
$12K +$14.7K +89 New
WAM
3035
Wallington Asset Management
Indiana
$12K +$14.9K +90 New
GWMI
3036
Guardian Wealth Management (Illinois)
Illinois
$11K +$165 +1 +1%
EI
3037
Ellevest Inc
New York
$11K +$12.2K +74 New
MBFW
3038
Morton Brown Family Wealth
Pennsylvania
$10K +$11.2K +68 New
FA
3039
Financial Avengers
California
$9K -$6.94K -42 -40%
HGWM
3040
Harvest Group Wealth Management
Massachusetts
$9K -$5.79K -35 -36%
AWM
3041
Activest Wealth Management
Florida
$7K -$36.9K -223 -81%
TVWM
3042
Tower View Wealth Management
Wisconsin
$7K – – –
FA
3043
Fortis Advisors
Pennsylvania
$7K +$7.6K +46 New
RIA
3044
Recurrent Investment Advisors
Texas
$5K +$5.46K +33 New
AS
3045
Altshuler Shaham
Israel
$4K -$992 -6 -17%
HCM
3046
Horrell Capital Management
Arkansas
$4K – – –
KFP
3047
KB Financial Partners
New Jersey
$4K – – –
CAM
3048
ClariVest Asset Management
California
$3K -$1.16K -7 -21%
GI
3049
GS Investments
Minnesota
$3K – – –
PPWM
3050
PFG Private Wealth Management
Florida
$2K +$2.15K +13 +1,300%
120 121
122
123 124