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Name Holding Trade Value Shares
Change 		Change in
Stake
AT
2826
Arlington Trust
Alabama
$114K +$110K +1,931 New
VIA
2827
Virtus Investment Advisers
Connecticut
$111K – – –
FP
2828
Financial Perspectives
Minnesota
$108K +$4.09K +72 +4%
CTWM
2829
Cherry Tree Wealth Management
Minnesota
$107K – – –
LIA
2830
Luken Investment Analytics
Tennessee
$106K – – –
PS
2831
Planned Solutions
California
$106K +$102K +1,800 New
LD
2832
Lipe & Dalton
New York
$106K – – –
IPW
2833
Impact Partnership Wealth
Georgia
$105K -$43.7K -769 -30%
VAG
2834
VisionPoint Advisory Group
Texas
$96.8K -$58.1K -1,023 -38%
MFA
2835
McClarren Financial Advisors
Pennsylvania
$96K +$1.42K +25 +2%
WCMN
2836
Westchester Capital Management (Nebraska)
Nebraska
$95.2K – – –
LFASL
2837
Lugano Financial Advisors SA (LFA)
Switzerland
$94.3K – – –
PIS
2838
POM Investment Strategies
North Carolina
$94.3K +$90.9K +1,600 New
CFS
2839
CGC Financial Services
Oregon
$93.9K +$3.81K +67 +4%
VL
2840
Vima LLC
Michigan
$93.9K +$90.5K +1,593 New
OCM
2841
Orion Capital Management
California
$93.8K – – –
ICM
2842
Islay Capital Management
Texas
$91.7K +$511 +9 +0.6%
LI
2843
Louisbourg Investments
New Brunswick, Canada
$90.5K +$87.2K +1,535 New
SGC
2844
Slocum, Gordon & Co
Rhode Island
$88.4K +$28.4K +500 +50%
AWM
2845
AllSquare Wealth Management
New York
$88.2K – – –
ASBI
2846
American State Bank (Iowa)
Iowa
$87.4K – – –
LPP
2847
Life Planning Partners
Florida
$86.6K +$83.4K +1,469 New
OLVIG
2848
Oliver Lagore Vanvalin Investment Group
Michigan
$85.6K – – –
FG
2849
Fairman Group
Pennsylvania
$85K +$82K +1,443 New
RIM
2850
Rockbridge Investment Management
New York
$81.8K +$78.9K +1,389 New
112 113
114
115 116