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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2176
Raffa Wealth Management
District of Columbia
$20.2K – – –
HCM
2177
Horrell Capital Management
Arkansas
$20K – – –
CIAS
2178
CBIZ Investment Advisory Services
Ohio
$19K – – –
LPWM
2179
Lake Point Wealth Management
Texas
$18K +$17.8K +130 New
HFM
2180
Harvest Fund Management
China
$17K +$16.5K +121 New
CPFP
2181
Clear Perspectives Financial Planning
Ohio
$16K – – –
H
2182
Hexavest
Quebec, Canada
$16K – – –
FFG
2183
Ford Financial Group
California
$16K +$15.9K +116 New
BAM
2184
Baldrige Asset Management
Pennsylvania
$16K +$16K +117 New
CMA
2185
Cedar Mountain Advisors
Oregon
$15K -$28.6K -209 -67%
MSFP
2186
Mark Sheptoff Financial Planning
Connecticut
$15K – – –
BHWM
2187
Bay Harbor Wealth Management
Maryland
$14K -$22.6K -165 -62%
VCM
2188
Versant Capital Management
Arizona
$13K -$14.5K -106 -53%
TCCM
2189
Timber Creek Capital Management
Massachusetts
$13K – – –
TCWA
2190
Ten Capital Wealth Advisors
Washington
$12K – – –
NICM
2191
Neo Ivy Capital Management
New York
$12K +$12.2K +89 New
TFGT
2192
TS Financial Group (TSFG)
Illinois
$11K +$3.15K +23 +44%
TLFA
2193
True Link Financial Advisors
California
$11K +$9.03K +66 +550%
BAM
2194
Bellevue Asset Management
Washington
$9K -$22.8K -167 -71%
FPW
2195
Flagship Private Wealth
Massachusetts
$8.3K +$137 +1 +2%
GKIM
2196
GW&K Investment Management
Massachusetts
$8K +$7.38K +54 New
TAM
2197
Tucker Asset Management
Colorado
$7.33K – – –
BA
2198
Bellwether Advisors
Nebraska
$7K – – –
IPW
2199
IronBridge Private Wealth
Texas
$7K – – –
LWP
2200
Laurel Wealth Planning
Minnesota
$7K – – –
86 87
88
89 90