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Name Holding Trade Value Shares
Change 		Change in
Stake
NECFA
1701
New England Capital Financial Advisors
Connecticut
$20.9K – – –
ACM
1702
Anfield Capital Management
California
$20.8K +$9.77K +35 +90%
GWSA
1703
Global Wealth Strategies & Associates
Colorado
$20.7K -$279 -1 -1%
SAM
1704
Synergy Asset Management
Washington
$20.5K +$20.9K +75 New
MWM
1705
Mascoma Wealth Management
New Hampshire
$19.7K -$5.58K -20 -22%
FP
1706
Financial Perspectives
Minnesota
$19.4K – – –
FMP
1707
Financial Management Professionals
Texas
$18.8K +$6.42K +23 +52%
BWAM
1708
Boyd Watterson Asset Management
Ohio
$18.6K – – –
CPL
1709
Capital & Planning LLC
Georgia
$18.6K +$18.4K +66 New
IMC
1710
Investment Management Corporation
Virginia
$18K +$17.9K +64 New
CAWM
1711
Capital A Wealth Management
Pennsylvania
$17.8K +$17.6K +63 New
ME
1712
McIlrath & Eck
Washington
$17.7K -$166K -596 -90%
FC
1713
Fairscale Capital
New Hampshire
$17.5K – – –
CCMI
1714
Creative Capital Management Investments
California
$17.4K +$17.3K +62 New
DF
1715
Dunhill Financial
United Kingdom
$17.4K +$3.35K +12 +24%
TCM
1716
Tradewinds Capital Management
Washington
$17.2K – – –
PPC
1717
Park Place Capital
Alabama
$17.2K – – –
CWM
1718
Centricity Wealth Management
Ohio
$17.2K +$17K +61 New
NMG
1719
New Millennium Group
Utah
$16.6K – – –
VFIC
1720
Valley Forge Investment Consultants
Pennsylvania
$16.3K – – –
TFGT
1721
TS Financial Group (TSFG)
Illinois
$16K – – –
PA
1722
Pineridge Advisors
Missouri
$15.7K – – –
CT
1723
Caldwell Trust
Florida
$15.5K – – –
CBT
1724
CoreFirst Bank & Trust
Kansas
$15.5K – – –
IA
1725
IFS Advisors
Kansas
$15.2K – – –
67 68
69
70 71