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Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
2851
Pacific Center for Financial Services
California
$155K +$954 +3 +0.6%
TAIM
2852
TD Ameritrade Investment Management
Nebraska
$153K +$27K +85 +22%
RIM
2853
Rockbridge Investment Management
New York
$149K +$318 +1 +0.2%
SSC
2854
Syverson Strege & Co
Iowa
$146K +$6.68K +21 +5%
AFS
2855
Annapolis Financial Services
Maryland
$146K +$24.5K +77 +20%
PWP
2856
Personal Wealth Partners
Minnesota
$135K +$134K +422 New
EMFAT
2857
Emerald Mutual Fund Advisers Trust
Pennsylvania
$133K +$133K +418 New
CA
2858
Crewe Advisors
Utah
$131K -$2.23K -7 -2%
BAM
2859
Baldrige Asset Management
Pennsylvania
$131K +$130K +410 New
EAM
2860
Eukles Asset Management
Ohio
$128K +$116K +365 +1,043%
FI
2861
Financial Insights
Washington
$125K +$124K +391 New
CWM
2862
Cedar Wealth Management
California
$124K +$1.59K +5 +1%
CAM
2863
Close Asset Management
United Kingdom
$123K -$6.36K -20 -5%
PMAS
2864
PNC Managed Account Solutions
Texas
$123K +$122K +384 New
JWM
2865
Janiczek Wealth Management
Colorado
$122K +$22.9K +72 +23%
BCM
2866
Blume Capital Management
California
$121K – – –
DOA
2867
D'Orazio & Associates
Virginia
$118K +$31.8K +100 +37%
SL
2868
Savior LLC
Massachusetts
$116K -$16.5K -52 -13%
TCWA
2869
Ten Capital Wealth Advisors
Washington
$115K +$12.1K +38 +12%
TF
2870
TimeScale Financial
Massachusetts
$111K -$8.59K -27 -7%
FA
2871
Financial Avengers
California
$110K +$636 +2 +0.6%
AW
2872
Avion Wealth
Texas
$107K -$13K -41 -11%
MAM
2873
McCarthy Asset Management
California
$107K +$26.1K +82 +32%
CCM
2874
Cribstone Capital Management
Maine
$104K +$2.54K +8 +3%
CFN
2875
Cordasco Financial Network
Florida
$104K +$25.4K +80 +32%
113 114
115
116 117