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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1651
Disciplined Investments
Oklahoma
$8K +$3.33K +150 +83%
BSB
1652
Bangor Savings Bank
Maine
$7K -$222 -10 -3%
CPFP
1653
Clear Perspectives Financial Planning
Ohio
$7K – – –
SC
1654
Sierra Capital
Florida
$7K +$3.78K +170 +121%
ARS
1655
Adirondack Retirement Specialists
New York
$7K +$6.66K +300 New
KFS
1656
Kelly Financial Services
Massachusetts
$6.83K -$4.67K -210 -42%
VCM
1657
Vigilant Capital Management
Maine
$6K -$5.78K -260 -50%
HWM
1658
HighMark Wealth Management
Minnesota
$6K -$3.11K -140 -37%
RAM
1659
Riggs Asset Management
Pennsylvania
$6K +$5.55K +250 New
GFPC
1660
Global Financial Private Client
Florida
$5.74K – – –
BWS
1661
BCR Wealth Strategies
Alabama
$5K – – –
CMA
1662
Cedar Mountain Advisors
Oregon
$5K – – –
M
1663
MOTCO
Texas
$5K – – –
TF
1664
TimeScale Financial
Massachusetts
$5K – – –
PP
1665
Pacifica Partners
Canada
$4K -$17.3K -780 -80%
AFG
1666
Albion Financial Group
Utah
$4K -$2K -90 -38%
IAS
1667
IMA Advisory Services
Colorado
$4K – – –
JSAM
1668
J. Safra Asset Management
New York
$4K – – –
MBFW
1669
Morton Brown Family Wealth
Pennsylvania
$4K – – –
TFM
1670
TFC Financial Management
Massachusetts
$4K – – –
BHWM
1671
Beaird Harris Wealth Management
Texas
$4K +$889 +40 +27%
ARMC
1672
American Research & Management Company
Massachusetts
$4K +$1.55K +70 +70%
FSWA
1673
Financial Synergies Wealth Advisors
Texas
$3.53K +$2K +90 +150%
TFP
1674
Tilia Fiduciary Partners
North Carolina
$3K -$666 -30 -18%
TCM
1675
Tradewinds Capital Management
Washington
$3K – – –
65 66
67
68 69