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Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
2801
JDM Financial Group
Texas
$6.08K – – –
BG
2802
Bollard Group
Massachusetts
$6K -$11.1K -130 -65%
HF
2803
Halpern Financial
Virginia
$6K – – –
AP
2804
Advisors Preferred
Maryland
$4.9K +$5.12K +60 New
FSWA
2805
Financial Synergies Wealth Advisors
Texas
$4.78K -$854 -10 -14%
TC
2806
Trust Company
Kansas
$4.46K – – –
CIR
2807
Clear Investment Research
Georgia
$4.46K +$342 +4 +8%
HCM
2808
Horrell Capital Management
Arkansas
$4K -$256 -3 -6%
DF
2809
DecisionPoint Financial
Arizona
$3.97K – – –
GM
2810
Gilfoyle Management
Connecticut
$3.26K +$3.25K +38 New
CMBA
2811
C.M. Bidwell & Associates
Hawaii
$3.08K – – –
CMANY
2812
Capital Management Associates (New York)
New York
$3K – – –
GWSA
2813
Global Wealth Strategies & Associates
Colorado
$2.84K +$854 +10 +40%
CI
2814
Cordant Inc
Oregon
$2.59K – – –
EAM
2815
Eukles Asset Management
Ohio
$1.78K – – –
JMF
2816
Johnson Midwest Financial
Iowa
$1.78K – – –
AWA
2817
Authentikos Wealth Advisory
California
$1.62K +$1.71K +20 New
WA
2818
WestEnd Advisors
North Carolina
$1.46K -$26.3M -307,374 -100%
RTL
2819
Red Tortoise LLC
Georgia
$1.46K -$854 -10 -36%
FC
2820
Family CFO
California
$1.22K +$1.28K +15 New
RF
2821
Robbins Farley
New Hampshire
$1.14K – – –
UIA
2822
Ulland Investment Advisors
Minnesota
$1K -$65.8K -770 -98%
TFA
2823
Transamerica Financial Advisors
Florida
$1K – – –
CAM
2824
ClariVest Asset Management
California
$1K +$1.02K +12 New
CWM
2825
Cedar Wealth Management
California
$811 -$427 -5 -33%
111 112
113
114 115