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Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
3526
Northwest Financial Advisors
Virginia
$55.7K +$49.9K +161 New
MLA
3527
MB, Levis & Associates
Pennsylvania
$53.7K +$310 +1 +0.6%
GAG
3528
Goodman Advisory Group
Massachusetts
$52.7K – – –
AFIA
3529
America First Investment Advisors
Nebraska
$52K – – –
SC
3530
Skylands Capital
Wisconsin
$52K – – –
AI
3531
AXS Investments
New York
$46.1K -$18K -58 -30%
IFAM
3532
Institutional & Family Asset Management
Colorado
$44.3K – – –
WAS
3533
Winch Advisory Services
Wisconsin
$44.2K -$929 -3 -2%
SIS
3534
Strategic Investment Solutions
Illinois
$43.8K +$18.6K +60 +91%
BCM
3535
Birch Capital Management
Texas
$42.2K +$310 +1 +0.8%
ATC
3536
Advantage Trust Company
Kansas
$40.5K +$36.2K +117 New
HF
3537
Halpern Financial
Virginia
$39.9K -$43K -139 -54%
LFA
3538
Legend Financial Advisors
Pennsylvania
$39.2K +$5.88K +19 +20%
LFA
3539
Livelsberger Financial Advisory
Ohio
$39.2K +$35K +113 New
BFS
3540
Burkett Financial Services
South Carolina
$38.2K +$34.1K +110 New
RDIA
3541
RE Dickinson Investment Advisors
Iowa
$37K – – –
ACA
3542
American Capital Advisory
Idaho
$35.3K +$31.6K +102 New
GC
3543
Gilfoyle & Co
California
$35.1K +$31K +100 New
FC
3544
Family CFO
California
$34.7K – – –
NC
3545
NewSquare Capital
Pennsylvania
$33.3K -$2.79K -9 -9%
BCPWM
3546
Bradley & Co Private Wealth Management
Florida
$31.9K +$3.1K +10 +12%
PPWM
3547
PFG Private Wealth Management
Florida
$31.9K +$9.91K +32 +53%
FBC
3548
Fairfield, Bush & Co
Connecticut
$31.2K +$27.9K +90 New
KFP
3549
Keener Financial Planning
Texas
$31K +$27.6K +89 New
CJ
3550
Caitlin John
Michigan
$31K +$27.6K +89 New
140 141
142
143 144