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Name Holding Trade Value Shares
Change 		Change in
Stake
TJHA
2526
Thomas J. Herzfeld Advisors
Florida
$90K – – –
CFCI
2527
Comprehensive Financial Consultants Institutional
Indiana
$90K +$84.7K +245 New
PP
2528
Pacifica Partners
Canada
$89K -$11.4K -33 -12%
HDIM
2529
Hanson & Doremus Investment Management
Vermont
$86K – – –
GCM
2530
Gladius Capital Management
Illinois
$84K +$36.3K +105 +83%
BLC
2531
Brown, Lisle/Cummings
Rhode Island
$82.6K +$79.5K +230 New
FMP
2532
Financial Management Professionals
Texas
$81K – – –
CSWM
2533
Cassady Schiller Wealth Management
Ohio
$78K +$74.7K +216 New
BAM
2534
Baldrige Asset Management
Pennsylvania
$77K -$11.8K -34 -14%
SIAP
2535
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$76K -$30.4K -88 -29%
MHR
2536
Matthew Hamilton Rosenberg
$73K -$14.5K -42 -17%
HWM
2537
HighMark Wealth Management
Minnesota
$72K – – –
HI
2538
Hoey Investments
Pennsylvania
$72K +$66.7K +193 +2,757%
PWC
2539
PYA Waltman Capital
Tennessee
$72K +$69.2K +200 New
CFFP
2540
Center for Financial Planning
Michigan
$67K +$2.42K +7 +4%
AA
2541
Addison Advisors
Vermont
$67K +$16.3K +47 +34%
PCA
2542
Providence Capital Advisors
North Carolina
$65K -$137K -396 -69%
SFG
2543
Steward Financial Group
Texas
$65K +$62.6K +181 New
CP
2544
Corbenic Partners
Pennsylvania
$64K -$15.2K -44 -20%
CAC
2545
Core Alternative Capital
Georgia
$63K +$13.8K +40 +30%
CBT
2546
CoreFirst Bank & Trust
Kansas
$61K – – –
MWM
2547
Mascoma Wealth Management
New Hampshire
$61K – – –
DWMG
2548
DB Wealth Management Group
California
$60K – – –
HFS
2549
HBC Financial Services
Washington
$59K -$1.38K -4 -2%
LFG
2550
Larson Financial Group
Missouri
$59K +$19.7K +57 +53%
100 101
102
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