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Name Holding Trade Value Shares
Change 		Change in
Stake
GWSA
1701
Global Wealth Strategies & Associates
Colorado
$20.7K -$279 -1 -1%
SAM
1702
Synergy Asset Management
Washington
$20.5K +$20.9K +75 New
MWM
1703
Mascoma Wealth Management
New Hampshire
$19.7K -$5.58K -20 -22%
FP
1704
Financial Perspectives
Minnesota
$19.4K – – –
FMP
1705
Financial Management Professionals
Texas
$18.8K +$6.42K +23 +52%
BWAM
1706
Boyd Watterson Asset Management
Ohio
$18.6K – – –
CPL
1707
Capital & Planning LLC
Georgia
$18.6K +$18.4K +66 New
IMC
1708
Investment Management Corporation
Virginia
$18K +$17.9K +64 New
CAWM
1709
Capital A Wealth Management
Pennsylvania
$17.8K +$17.6K +63 New
ME
1710
McIlrath & Eck
Washington
$17.7K -$166K -596 -90%
FC
1711
Fairscale Capital
New Hampshire
$17.5K – – –
CCMI
1712
Creative Capital Management Investments
California
$17.4K +$17.3K +62 New
DF
1713
Dunhill Financial
United Kingdom
$17.4K +$3.35K +12 +24%
TCM
1714
Tradewinds Capital Management
Washington
$17.2K – – –
PPC
1715
Park Place Capital
Alabama
$17.2K – – –
CWM
1716
Centricity Wealth Management
Ohio
$17.2K +$17K +61 New
NMG
1717
New Millennium Group
Utah
$16.6K – – –
VFIC
1718
Valley Forge Investment Consultants
Pennsylvania
$16.3K – – –
TFGT
1719
TS Financial Group (TSFG)
Illinois
$16K – – –
PA
1720
Pineridge Advisors
Missouri
$15.7K – – –
CT
1721
Caldwell Trust
Florida
$15.5K – – –
CBT
1722
CoreFirst Bank & Trust
Kansas
$15.5K – – –
IA
1723
IFS Advisors
Kansas
$15.2K – – –
GTAM
1724
Global Trust Asset Management
Florida
$14.8K – – –
CMA
1725
Cedar Mountain Advisors
Oregon
$14.7K – – –
67 68
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