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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1651
Sugarloaf Wealth Management
Georgia
$16K -$5.47K -110 -26%
CWAF
1652
Core Wealth Advisors (Florida)
Florida
$16K – – –
IAS
1653
IMA Advisory Services
Colorado
$15K +$4.98K +100 +53%
FPB
1654
First PREMIER Bank
South Dakota
$14K +$9.95K +200 +286%
FA
1655
Fortis Advisors
Pennsylvania
$13K – – –
IBOK
1656
Independence Bank of Kentucky
Kentucky
$13K – – –
CMA
1657
Cedar Mountain Advisors
Oregon
$11K – – –
JGIA
1658
Jackson Grant Investment Advisers
Connecticut
$11K – – –
LS
1659
Leelyn Smith
Illinois
$11K – – –
TF
1660
TimeScale Financial
Massachusetts
$11K +$9.95K +200 New
CT
1661
Caldwell Trust
Florida
$10K – – –
CHC
1662
City Holding Co
West Virginia
$10K – – –
VRM
1663
Vectors Research Management
New York
$10K +$9.95K +200 New
LWA
1664
Lowe Wealth Advisors
Maryland
$9K – – –
CYG
1665
Clean Yield Group
Vermont
$9K +$8.46K +170 New
HGWM
1666
Harvest Group Wealth Management
Massachusetts
$9K +$8.46K +170 New
IF
1667
Ironwood Financial
Arizona
$8K -$9.95K -200 -57%
DTIM
1668
Danda Trouve Investment Management
Kansas
$8K +$7.47K +150 New
DI
1669
Disciplined Investments
Oklahoma
$7K – – –
TJHA
1670
Thomas J. Herzfeld Advisors
Florida
$7K – – –
ARMC
1671
American Research & Management Company
Massachusetts
$6K -$4.48K -90 -43%
TCM
1672
Tradewinds Capital Management
Washington
$6K – – –
EWM
1673
Endurance Wealth Management
Rhode Island
$6K +$5.47K +110 New
NIC
1674
Northwest Investment Counselors
Oregon
$6K +$5.47K +110 New
BCH
1675
Berkshire Capital Holdings
California
$5K -$17.5M -351,700 -100%
65 66
67
68 69