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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2676
JFG Wealth Management
Colorado
$26.2K +$26.4K +211 New
PCC
2677
Park Circle Company
Maryland
$25K – – –
CA
2678
Centerpoint Advisors
Massachusetts
$24K – – –
IWP
2679
IAG Wealth Partners
Wisconsin
$23K -$2.13K -17 -9%
MIM
2680
Macroview Investment Management
Maryland
$21K +$1K +8 +5%
PCWA
2681
Pacific Capital Wealth Advisors
California
$21K +$21.5K +172 New
BCMIO
2682
Beacon Capital Management Inc (Ohio)
Ohio
$19K -$500 -4 -3%
FWM
2683
Filbrandt Wealth Management
Wisconsin
$17K -$167K -1,334 -91%
SWM
2684
Selective Wealth Management
Virginia
$16K -$30.1K -241 -65%
MWC
2685
MBM Wealth Consultants
Missouri
$14K +$14.1K +113 New
RBC
2686
Roble Belko & Company
Pennsylvania
$13K -$37K -296 -74%
ARIS
2687
Advanced Research Investment Solutions
California
$13K – – –
BHWM
2688
Bay Harbor Wealth Management
Maryland
$13K – – –
HF
2689
Halpern Financial
Virginia
$12.2K -$1.63K -13 -12%
RA
2690
Rational Advisors
New York
$11K -$4.13K -33 -26%
WB
2691
West Bancorporation
Iowa
$11K – – –
WC
2692
Westwind Capital
New Mexico
$10K -$8.1M -64,788 -100%
CCMIC
2693
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$10K -$18.7K -150 -65%
SC
2694
Steph & Co
Wisconsin
$10K -$15.3K -122 -60%
YAL
2695
Your Advocates Ltd
Texas
$10K – – –
HFS
2696
Horizon Financial Services
North Carolina
$10K +$10.3K +82 New
NC
2697
NewSquare Capital
Pennsylvania
$9K -$750 -6 -7%
HI
2698
Human Investing
Oregon
$9K -$375 -3 -4%
RCC
2699
Red Cedar Capital
Nebraska
$8K – – –
CT
2700
Clearstead Trust
Maine
$8K +$3.5K +28 +76%
106 107
108
109 110