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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1051
SJS Investment Consulting
Ohio
$19K +$21K +571 New
TSWM
1052
Tyler-Stone Wealth Management
Ohio
$18K – – –
WWM
1053
Wolff Wiese Magana
California
$18K +$3.38K +92 +19%
MRCM
1054
M&R Capital Management
New Jersey
$18K +$21.2K +578 New
EL
1055
EMFO LLC
Florida
$16K -$7.34K -200 -29%
HDIM
1056
Hanson & Doremus Investment Management
Vermont
$16K – – –
TH
1057
TCTC Holdings
Texas
$16K – – –
BIA
1058
Bell Investment Advisors
California
$15K -$3.12K -85 -15%
CMP
1059
Coston McIsaac & Partners
Maine
$15K – – –
IAMOG
1060
Investors Asset Management of Georgia
Georgia
$15K – – –
SSA
1061
Schonfeld Strategic Advisors
New York
$15K +$17.4K +473 New
TAIM
1062
TD Ameritrade Investment Management
Nebraska
$14K -$10.6K -290 -40%
VFIC
1063
Valley Forge Investment Consultants
Pennsylvania
$14K – – –
PGAM
1064
Princeton Global Asset Management
New Jersey
$14K +$37 +1 +0.2%
IWP
1065
IAG Wealth Partners
Wisconsin
$13K +$37 +1 +0.2%
IFAM
1066
Institutional & Family Asset Management
Colorado
$13K +$2.94K +80 +24%
PH
1067
Pinnacle Holdings
Oklahoma
$12.8K +$14.7K +400 New
KA
1068
Kozak & Associates
Colorado
$12K -$89.8K -2,448 -87%
BBPWM
1069
Blue Bell Private Wealth Management
Pennsylvania
$12K -$11K -300 -44%
APC
1070
Aspire Private Capital
North Carolina
$12K -$5.62K -153 -29%
ST
1071
Smithfield Trust
Pennsylvania
$12K -$5.5K -150 -29%
ONST
1072
Old North State Trust
North Carolina
$12K +$14.1K +385 New
CWA
1073
Clearview Wealth Advisors
Oregon
$11K -$2.75K -75 -18%
PFA
1074
Professional Financial Advisors
Nebraska
$10K -$1.17K -32 -9%
FCB
1075
First Command Bank
Texas
$10K -$991 -27 -8%
41 42
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