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Name Holding Trade Value Shares
Change 		Change in
Stake
AT
2101
Avalon Trust
New Mexico
$21.9K – – –
EAM
2102
Erste Asset Management
Austria
$21.9K – – –
PP
2103
Pingora Partners
Wyoming
$21.9K – – –
HWM
2104
HighMark Wealth Management
Minnesota
$21.4K – – –
IWP
2105
IAG Wealth Partners
Wisconsin
$20.5K -$44.3K -376 -72%
PCWA
2106
Pacific Capital Wealth Advisors
California
$19.9K +$2K +17 +14%
PK
2107
Pflug Koory
Nebraska
$19.7K -$3.77K -32 -19%
PWMG
2108
Prestige Wealth Management Group
New Jersey
$19.3K – – –
NF
2109
Norwood Financial
Pennsylvania
$19.3K – – –
SAG
2110
Spotlight Asset Group
Illinois
$18.6K – – –
CMANY
2111
Capital Management Associates (New York)
New York
$17.6K – – –
FCMT
2112
Founders Capital Management (Texas)
Texas
$17.6K – – –
SRCM
2113
Signature Resources Capital Management
California
$17.4K – – –
HF
2114
Halpern Financial
Virginia
$17.3K -$12.4K -105 -41%
EA
2115
Evolution Advisers
Virginia
$17K -$943 -8 -6%
BFS
2116
Burkett Financial Services
South Carolina
$17K – – –
AEPWM
2117
Atlantic Edge Private Wealth Management
Florida
$16.3K +$11.4K +97 +485%
CTB
2118
Country Trust Bank
Illinois
$15.4K +$4.71K +40 +57%
CAM
2119
Costello Asset Management
Pennsylvania
$15.3K – – –
CTWM
2120
Cherry Tree Wealth Management
Minnesota
$15.1K – – –
PCM
2121
Penserra Capital Management
California
$15K -$731K -6,201 -98%
BG
2122
Bollard Group
Massachusetts
$15K – – –
CFS
2123
CGC Financial Services
Oregon
$14.9K -$21.7K -184 -63%
GIS
2124
Grayhawk Investment Strategies
Alberta, Canada
$14.2K – – –
LWA
2125
Lowe Wealth Advisors
Maryland
$14K – – –
83 84
85
86 87