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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1101
Bellevue Asset Management
Washington
$30K – – –
CFD
1102
Creative Financial Designs
Indiana
$30K +$24.5K +100 +714%
HFM
1103
Harvest Fund Management
China
$29K -$233K -950 -89%
BG
1104
Bollard Group
Massachusetts
$28K – – –
GC
1105
Grace Capital
Massachusetts
$26K -$98.2K -400 -80%
FCM
1106
Firestone Capital Management
Florida
$26K – – –
MWP
1107
Meridian Wealth Partners
Pennsylvania
$26K – – –
PFSC
1108
Peoples Financial Services Corp
Pennsylvania
$26K – – –
SNT
1109
Security National Trust
West Virginia
$26K – – –
KC
1110
Knuff & Co
California
$26K +$10.6K +43 +75%
GLLW
1111
Graves Light Lenhart Wealth
Virginia
$26K +$24.5K +100 New
RA
1112
Reby Advisors
Connecticut
$26K +$24.5K +100 New
TFS
1113
TrustCore Financial Services
Tennessee
$25K +$23.1K +94 New
BCM
1114
Bourgeon Capital Management
Connecticut
$23K -$2.21K -9 -9%
VCG
1115
Vantage Consulting Group
Virginia
$23K +$21.8K +89 New
AIL
1116
AGF Investments LLC
Ontario, Canada
$22K -$1.96K -8 -9%
BWM
1117
Baystate Wealth Management
Massachusetts
$22K – – –
PGAM
1118
Princeton Global Asset Management
New Jersey
$22K +$20.9K +85 New
MS
1119
Marshall & Sullivan
Washington
$21.7K -$3.93M -16,002 -74%
NICM
1120
Neo Ivy Capital Management
New York
$21K -$48.4K -197 -71%
LS
1121
Leelyn Smith
Illinois
$21K – – –
EWA
1122
Evolution Wealth Advisors
Florida
$20K – – –
GRP
1123
Global Retirement Partners
California
$18K +$4.91K +20 +41%
PWA
1124
Phoenix Wealth Advisors
North Carolina
$18K +$16.7K +68 New
ICP
1125
Interchange Capital Partners
Pennsylvania
$18K +$17.4K +71 New
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