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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1026
Accel Wealth Management
Iowa
$7K – – –
ARMC
1027
American Research & Management Company
Massachusetts
$7K – – –
CMA
1028
Cedar Mountain Advisors
Oregon
$7K – – –
CFN
1029
Cordasco Financial Network
Florida
$7K – – –
JWM
1030
Janiczek Wealth Management
Colorado
$7K – – –
RF
1031
Robbins Farley
New Hampshire
$7K – – –
SIM
1032
Sonora Investment Management
Arizona
$7K – – –
SFP
1033
Sterling Financial Planning
New Jersey
$7K – – –
TFGT
1034
TS Financial Group (TSFG)
Illinois
$7K +$63 +1 +1%
VCM
1035
Vigilant Capital Management
Maine
$7K +$6.21K +99 New
SSC
1036
Syverson Strege & Co
Iowa
$7K +$6.27K +100 New
APC
1037
Aspire Private Capital
North Carolina
$6K – – –
CWA
1038
Clearview Wealth Advisors
Oregon
$6K – – –
ANBT
1039
American National Bank & Trust
Texas
$6K +$314 +5 +7%
FPS
1040
Fieldpoint Private Securities
Connecticut
$6K +$1.25K +20 +27%
CCC
1041
Crescent Capital Consulting
Louisiana
$6K +$5.77K +92 New
FMP
1042
Financial Management Professionals
Texas
$5K +$1.63K +26 +51%
PWS
1043
Paragon Wealth Strategies
Florida
$5K +$4.51K +72 New
CA
1044
Crewe Advisors
Utah
$4K -$9.66K -154 -71%
TCWA
1045
Ten Capital Wealth Advisors
Washington
$4K -$1.88K -30 -33%
ARIS
1046
Advanced Research Investment Solutions
California
$4K – – –
CFD
1047
Creative Financial Designs
Indiana
$4K – – –
EWA
1048
Evolution Wealth Advisors
Florida
$4K – – –
IFAM
1049
Institutional & Family Asset Management
Colorado
$4K – – –
TIM
1050
Tortoise Investment Management
New York
$4K – – –
40 41
42
43 44