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Name Holding Trade Value Shares
Change 		Change in
Stake
CPWM
2651
Cypress Point Wealth Management
Texas
$17K +$17.6K +300 New
TCM
2652
Tanaka Capital Management
New York
$15K -$5.17K -88 -25%
JIR
2653
James Investment Research
Ohio
$13K – – –
AWMS
2654
Advocacy Wealth Management Services
Georgia
$13K +$1.41K +24 +11%
TAM
2655
Tucker Asset Management
Colorado
$12.4K -$22.3K -380 -63%
FPW
2656
Flagship Private Wealth
Massachusetts
$11.3K – – –
RFWA
2657
RPg Family Wealth Advisory
Massachusetts
$11.2K +$11.7K +200 New
CP
2658
Corbenic Partners
Pennsylvania
$11K – – –
TVWM
2659
Tower View Wealth Management
Wisconsin
$11K – – –
BA
2660
Bellwether Advisors
Nebraska
$10K – – –
AIM
2661
Arcadia Investment Management
Michigan
$9K +$9.63K +164 New
FWM
2662
FFT Wealth Management
Pennsylvania
$9K +$9.8K +167 New
CAM
2663
Costello Asset Management
Pennsylvania
$8K – – –
CWAF
2664
Core Wealth Advisors (Florida)
Florida
$8K +$59 +1 +0.7%
FA
2665
Financial Advantage
Maryland
$5K – – –
BEI
2666
Benjamin Edwards Inc
Missouri
$5K +$59 +1 +1%
AWM
2667
Activest Wealth Management
Florida
$5K +$352 +6 +8%
UFF
2668
USA Financial Formulas
Michigan
$5K +$4.17K +71 +394%
LAS
2669
Lloyd Advisory Services
Georgia
$4K -$235 -4 -6%
LWA
2670
Lowe Wealth Advisors
Maryland
$4K – – –
PLU
2671
Performa Ltd (US)
South Carolina
$4K +$1.47K +25 +50%
HWM
2672
HighMark Wealth Management
Minnesota
$2K -$1.94K -33 Closed
DOA
2673
D'Orazio & Associates
Virginia
$2K – – –
HFS
2674
Horizon Financial Services
North Carolina
$2K – – –
WA
2675
WestEnd Advisors
North Carolina
$1.46K – – –
105 106
107
108 109