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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2501
Columbia Asset Management
Michigan
$93.9K +$166K +731 +2%
ICM
2502
Islay Capital Management
Texas
$93K +$96.3K +425 New
FEG
2503
Financial Enhancement Group
Indiana
$91K +$4.76K +21 +5%
AFS
2504
Aft Forsyth & Sober
Florida
$91K +$94K +415 New
TCWM
2505
Total Clarity Wealth Management
Illinois
$89K +$92.4K +408 New
MF
2506
Manchester Financial
California
$88K +$91.5K +404 New
PP
2507
Pacifica Partners
Canada
$88K +$91.7K +405 New
IA
2508
IndexIQ Advisors
New York
$83K +$86.3K +381 New
SFA
2509
Semmax Financial Advisors
North Carolina
$81K – – –
TF
2510
TimeScale Financial
Massachusetts
$79K -$8.83K -39 -10%
AWM
2511
Avondale Wealth Management
Texas
$76K -$9.06K -40 -10%
PWP
2512
Personal Wealth Partners
Minnesota
$75K – – –
CIM
2513
Contravisory Investment Management
Massachusetts
$74K -$226 -1 -0.3%
WCM
2514
Wealthcare Capital Management
Virginia
$74K +$12K +53 +19%
IF
2515
Ironwood Financial
Arizona
$72K -$22.6K -100 -23%
RBC
2516
Roble Belko & Company
Pennsylvania
$67K – – –
MAWCM
2517
Mine & Arao Wealth Creation & Management
California
$66K +$67.9K +300 New
BCM
2518
Blume Capital Management
California
$65K – – –
FPB
2519
First PREMIER Bank
South Dakota
$65K – – –
TFA
2520
Tobias Financial Advisors
Florida
$65K +$67.9K +300 New
LWA
2521
Lowe Wealth Advisors
Maryland
$64K – – –
NC
2522
NewSquare Capital
Pennsylvania
$61K +$63.4K +280 New
RWM
2523
Raffa Wealth Management
District of Columbia
$60.7K – – –
BHWM
2524
Bay Harbor Wealth Management
Maryland
$60K -$3.62K -16 -5%
CCM
2525
Cribstone Capital Management
Maine
$59K -$375K -1,658 -86%
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101
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