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Name Holding Trade Value Shares
Change 		Change in
Stake
CFN
2201
Cordasco Financial Network
Florida
$16K – – –
CTB
2202
Country Trust Bank
Illinois
$15K – – –
LWA
2203
Lowe Wealth Advisors
Maryland
$15K – – –
BC
2204
Barnett & Company
Tennessee
$15K +$564 +2 +4%
EIM
2205
Essex Investment Management
Massachusetts
$15K +$14.1K +50 New
DAM
2206
Delta Asset Management
Tennessee
$12K – – –
TFGT
2207
TS Financial Group (TSFG)
Illinois
$12K – – –
MWA
2208
MFA Wealth Advisors
Pennsylvania
$10.3K +$9.87K +35 New
WAM
2209
Wolverine Asset Management
Illinois
$10K +$9.59K +34 New
CDIA
2210
Capital Directions Investment Advisors
Georgia
$9K -$47.4K -168 -84%
MFT
2211
Moisand Fitzgerald Tamayo
Florida
$9K -$29K -103 -77%
DI
2212
Disciplined Investments
Oklahoma
$9K – – –
WAMC
2213
Western Asset Management Company
California
$9K +$8.46K +30 New
SCA
2214
Stuart Chaussee & Associates
California
$8K -$44.5K -158 -85%
ARMC
2215
American Research & Management Company
Massachusetts
$8K +$7.33K +26 New
FWM
2216
Filbrandt Wealth Management
Wisconsin
$8K +$7.89K +28 New
ACA
2217
Atlas Capital Advisors
Wyoming
$7.1K – – –
TVWM
2218
Tower View Wealth Management
Wisconsin
$7K – – –
THWM
2219
Taylor Hoffman Wealth Management
Virginia
$7K +$6.2K +22 New
FWM
2220
Focused Wealth Management
New York
$7K +$6.77K +24 New
PCTC
2221
Perkins Coie Trust Company
Washington
$6K – – –
SL
2222
Savior LLC
Massachusetts
$6K – – –
SWM
2223
Selective Wealth Management
Virginia
$6K – – –
LGWM
2224
Litman Gregory Wealth Management
California
$5K – – –
VNA
2225
Valley National Advisers
Pennsylvania
$5K – – –
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