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Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
1151
Charter Oak Capital Management
New Hampshire
$14K +$15K +200 New
KFS
1152
Kelly Financial Services
Massachusetts
$13.1K – – –
AWMS
1153
Advocacy Wealth Management Services
Georgia
$13K +$13.8K +184 New
TAM
1154
Tucker Asset Management
Colorado
$12.4K +$5.26K +70 +64%
M
1155
MOTCO
Texas
$12K -$291K -3,882 -96%
GWSG
1156
GPS Wealth Strategies Group
Colorado
$12K -$102K -1,355 -89%
SIS
1157
Sound Income Strategies
Florida
$12K -$4.81K -64 -28%
AFG
1158
Albion Financial Group
Utah
$12K – – –
SA
1159
SRH Advisors
Kansas
$12K – – –
AA
1160
AlphaMark Advisors
Kentucky
$11K – – –
BWP
1161
Baldwin Wealth Partners
Massachusetts
$11K – – –
CFB
1162
Cullen/Frost Bankers
Texas
$11K – – –
FFA
1163
Freedman Financial Associates
Massachusetts
$11K – – –
LWCFA
1164
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K – – –
PK
1165
Pflug Koory
Nebraska
$11K – – –
SC
1166
SouthState Corp
Florida
$11K +$11.3K +150 New
SSC
1167
Syverson Strege & Co
Iowa
$11K +$11.8K +157 New
CWM
1168
Cedar Wealth Management
California
$10K – – –
POIA
1169
Pin Oak Investment Advisors
Texas
$10K – – –
PSB
1170
Piscataqua Savings Bank
New Hampshire
$10K – – –
RAM
1171
Riggs Asset Management
Pennsylvania
$10K – – –
SWA
1172
SOA Wealth Advisors
New York
$9K -$26.3K -350 -72%
HFS
1173
Horizon Financial Services
North Carolina
$9K +$7.51K +100 +400%
GEA
1174
Glen Eagle Advisors
New Jersey
$8.87K -$1.88K -25 -17%
CAM
1175
ClariVest Asset Management
California
$8K -$1.95K -26 -17%
45 46
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