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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1951
Anfield Capital Management
California
$13.9K – – –
BWL
1952
Bogart Wealth LLC
Virginia
$13.9K +$2.43K +7 +22%
MSWM
1953
Mowery & Schoenfeld Wealth Management
Illinois
$13.2K -$5.9K -17 -31%
JGIA
1954
Jackson Grant Investment Advisers
Connecticut
$13.2K – – –
CFM
1955
Cornerstone Financial Management
Massachusetts
$13.2K +$1.39K +4 +12%
CAL
1956
Capital Analysts LLC
Pennsylvania
$13K +$347 +1 +3%
EWM
1957
Evermay Wealth Management
Virginia
$12.8K – – –
SSG
1958
Summit Securities Group
New York
$12.8K -$273K -787 -96%
MWA
1959
Medallion Wealth Advisors
Connecticut
$12.5K -$2.78K -8 -19%
HIMS
1960
Hager Investment Management Services
New Hampshire
$12.5K -$347 -1 -3%
SG
1961
Sankala Group
Colorado
$12.1K – – –
SIS
1962
Strategic Investment Solutions
Illinois
$11.9K – – –
VWA
1963
VSM Wealth Advisory
Maryland
$11.9K – – –
BHWM
1964
Bay Harbor Wealth Management
Maryland
$11.8K +$3.12K +9 +38%
ACA
1965
American Capital Advisory
Idaho
$11.8K +$694 +2 +6%
BDPWM
1966
Barnes Dennig Private Wealth Management
Ohio
$11.4K +$11.1K +32 New
CF
1967
Collier Financial
Colorado
$10.7K – – –
CWP
1968
Clark Wealth Partners
Illinois
$10.4K – – –
CWM
1969
Copia Wealth Management
Oregon
$10.4K – – –
NWS
1970
Nvest Wealth Strategies
Ohio
$10.3K +$694 +2 +7%
PAI
1971
Pittenger & Anderson Inc
Nebraska
$9.62K – – –
HFS
1972
Hughes Financial Services
Virginia
$9.62K +$1.04K +3 +13%
GFA
1973
Godfrey Financial Associates
New York
$9.26K +$347 +1 +4%
AFC
1974
Ares Financial Consulting
California
$8.98K – – –
API
1975
Asset Planning Inc
California
$8.9K – – –
77 78
79
80 81