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Cedar Fair
FUN

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
201
Flagship Harbor Advisors
Massachusetts
$29K +$507 +9 +2%
KPCM
202
Kings Point Capital Management
New York
$27K – – –
SQA
203
Simon Quick Advisors
New Jersey
$25K – – –
PMFA
204
Plante Moran Financial Advisors
Michigan
$21K +$4K +71 +23%
TF
205
TimeScale Financial
Massachusetts
$18K -$16.9K -300 -47%
CIAS
206
CBIZ Investment Advisory Services
Ohio
$18K – – –
CFB
207
Cullen/Frost Bankers
Texas
$18K – – –
WAP
208
Wealthcare Advisory Partners
Pennsylvania
$17K -$5.63K -100 -25%
AF
209
Advisornet Financial
Minnesota
$17K – – –
NFG
210
Next Financial Group
Texas
$17K +$1.13K +20 +7%
HIA
211
Harbor Investment Advisory
Maryland
$17K +$16.9K +300 New
PK
212
Pflug Koory
Nebraska
$14K -$1.41K -25 -9%
FWM
213
Focused Wealth Management
New York
$13K – – –
WCG
214
Weaver Consulting Group
California
$11K – – –
ACM
215
Allred Capital Management
Texas
$9.92K +$10.1K +179 New
GI
216
GS Investments
Minnesota
$8.51K – – –
MSFP
217
Mark Sheptoff Financial Planning
Connecticut
$8K – – –
ME
218
McIlrath & Eck
Washington
$7K – – –
GAM
219
Gemmer Asset Management
California
$6K -$5.63K -100 -50%
OC
220
Oakworth Capital
Alabama
$6K – – –
VFA
221
Valeo Financial Advisors
Indiana
$6K – – –
FP
222
Financial Perspectives
Minnesota
$5.54K +$5.63K +100 New
BCWM
223
Bartlett & Co Wealth Management
Ohio
$5.15K +$113 +2 +2%
TCWM
224
Total Clarity Wealth Management
Illinois
$5K +$4.78K +85 New
SWA
225
Sutton Wealth Advisors
Florida
$4.99K -$225K -4,000 -98%
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