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Name Holding Trade Value Shares
Change 		Change in
Stake
CMANY
3226
Capital Management Associates (New York)
New York
$12K -$694K -2,000 -98%
MUMSS
3227
Mitsubishi UFJ Morgan Stanley Securities
Japan
$12K -$45.1K -130 -76%
MFA
3228
McClarren Financial Advisors
Pennsylvania
$12K -$347 -1 -2%
MS
3229
Mizuho Securities
Japan
$12K -$347 -1 -2%
IHWM
3230
Iron Horse Wealth Management
Iowa
$10K +$3.47K +10 +42%
OIS
3231
Okabena Investment Services
Minnesota
$8K – – –
RDIA
3232
RE Dickinson Investment Advisors
Iowa
$8K – – –
LIM
3233
Longfellow Investment Management
Massachusetts
$6K – – –
AS
3234
Altshuler Shaham
Israel
$5K -$198K -571 -97%
MFG
3235
Monumental Financial Group
Maryland
$5K +$5.9K +17 New
AWMS
3236
Advocacy Wealth Management Services
Georgia
$4K -$508K -1,465 -99%
CWAF
3237
Core Wealth Advisors (Florida)
Florida
$4K – – –
BIM
3238
Baldwin Investment Management
Pennsylvania
$3.49K +$164K +473 +4%
LPP
3239
Life Planning Partners
Florida
$3K -$10.4K -30 -75%
BWS
3240
BCR Wealth Strategies
Alabama
$3K – – –
FA
3241
Fortis Advisors
Pennsylvania
$3K – – –
DWA
3242
Dougherty Wealth Advisers
Minnesota
$2K – – –
ONST
3243
Old North State Trust
North Carolina
$1.4K -$1.64M -4,741 -100%
NDSI
3244
Newman Dignan & Sheerar Inc
Rhode Island
$1.38K -$27.8K -80 -2%
UFF
3245
USA Financial Formulas
Michigan
$1K -$1.19M -3,428 -100%
AWM
3246
Activest Wealth Management
Florida
$1K -$64.5K -186 -97%
ACK
3247
Andrew C. Karlinski
$1K – – –
TFA
3248
Transamerica Financial Advisors
Florida
$1K +$347 +1 +50%
NWM
3249
Navigation Wealth Management
Colorado
$1K +$694 +2 New
CIAS
3250
CFS Investment Advisory Services
New Jersey
$1K +$53.3M +153,556 New
128 129
130
131 132