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Name Holding Trade Value Shares
Change 		Change in
Stake
NECFA
1601
New England Capital Financial Advisors
Connecticut
$19.4K – – –
FP
1602
Financial Perspectives
Minnesota
$18.3K +$3.64K +14 +25%
EIM
1603
Essex Investment Management
Massachusetts
$18K -$4.42K -17 -20%
TFGT
1604
TS Financial Group (TSFG)
Illinois
$18K – – –
BWAM
1605
Boyd Watterson Asset Management
Ohio
$17.5K – – –
CBT
1606
CoreFirst Bank & Trust
Kansas
$17.2K – – –
NC
1607
NewSquare Capital
Pennsylvania
$16.5K +$15.6K +60 +3,000%
VNA
1608
Valley National Advisers
Pennsylvania
$16K +$2.6K +10 +20%
NMG
1609
New Millennium Group
Utah
$15.2K – – –
TFM
1610
TFC Financial Management
Massachusetts
$14.8K – – –
IA
1611
IFS Advisors
Kansas
$14.3K – – –
AWM
1612
Abound Wealth Management
Tennessee
$14K – – –
AWM
1613
Activest Wealth Management
Florida
$14K +$260 +1 +2%
CMA
1614
Cedar Mountain Advisors
Oregon
$13.5K – – –
JFGIW
1615
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.3K -$2.34K -9 -15%
EWM
1616
Evermay Wealth Management
Virginia
$13.2K -$1.82K -7 -12%
OIA
1617
Optimum Investment Advisors
Illinois
$13.2K – – –
TCCM
1618
Timber Creek Capital Management
Massachusetts
$13.2K – – –
VFIC
1619
Valley Forge Investment Consultants
Pennsylvania
$13.2K – – –
FGA
1620
Fortis Group Advisors
New Jersey
$13.2K +$13K +50 New
JWM
1621
Janiczek Wealth Management
Colorado
$13K +$1.3K +5 +11%
DWA
1622
Delos Wealth Advisors
Texas
$12.8K – – –
MFT
1623
Moisand Fitzgerald Tamayo
Florida
$12.2K – – –
CAL
1624
Capital Analysts LLC
Pennsylvania
$12K -$33K -127 -74%
VF
1625
VitalStone Financial
Texas
$12K – – –
63 64
65
66 67