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Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
801
Creative Financial Designs
Indiana
$78K -$15.1K -2,722 -18%
SDAM
802
Shulman DeMeo Asset Management
New York
$78K -$10.7K -1,939 -13%
ZIM
803
Zacks Investment Management
Illinois
$77K -$17.7M -3,187,373 -100%
PAM
804
Premier Asset Management
Illinois
$77K – – –
RWP
805
RWA Wealth Partners
Massachusetts
$77K – – –
WSTAM
806
Wilbanks Smith & Thomas Asset Management
Virginia
$77K – – –
EWM
807
Empirical Wealth Management
Washington
$76K -$5.48K -990 -7%
SEIA
808
Signature Estate & Investment Advisors
California
$76K -$869 -157 -1%
WSC
809
Wellington Shields & Co
New York
$76K – – –
WAS
810
Winch Advisory Services
Wisconsin
$76K +$2.77K +500 +4%
RIS
811
Retirement Income Solutions
Michigan
$76K +$13.3K +2,400 +24%
WEC
812
Winslow Evans & Crocker
Massachusetts
$76K +$32.1K +5,799 +87%
H
813
HoyleCohen
California
$75K -$41.7K -7,524 -38%
AAM
814
Auxier Asset Management
Oregon
$75K -$1.94K -350 -3%
XF
815
XML Financial
Maryland
$74K -$52.7K -9,519 -44%
PWAG
816
Polaris Wealth Advisory Group
California
$74K -$5.54K -1,000 -7%
TNBTD
817
Trustmark National Bank Trust Department
Mississippi
$74K -$5.54K -1,000 -8%
SBSB
818
Sullivan, Bruyette, Speros & Blaney
Virginia
$74K -$2.21K -400 -3%
EFL
819
ERn Financial LLC
Wisconsin
$74K +$5.54K +1,000 +9%
FSG
820
Financial Strategies Group
Michigan
$74K +$10.4K +1,870 +18%
BUB
821
BBVA USA Bancshares
Texas
$73K -$21.9K -3,955 -25%
JWA
822
JFS Wealth Advisors
Pennsylvania
$73K – – –
EP
823
Eudaimonia Partners
Tennessee
$73K +$28.8K +5,194 +76%
RIM
824
Rockbridge Investment Management
New York
$73K +$66.4K +11,996 New
RMA
825
Roffman Miller Associates
Pennsylvania
$73K +$66.5K +12,016 New
31 32
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