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Name Holding Trade Value Shares
Change 		Change in
Stake
CQS
1751
Credential Qtrade Securities
$73K +$68.4K +1,350 New
RIM
1752
Rockbridge Investment Management
New York
$71K – – –
AFIA
1753
America First Investment Advisors
Nebraska
$69K – – –
MWP
1754
Meridian Wealth Partners
Pennsylvania
$68K +$1.52K +30 +2%
SWA
1755
Safir Wealth Advisors
New Hampshire
$68K +$63.4K +1,250 New
AWM
1756
Avondale Wealth Management
Texas
$67K – – –
ICM
1757
Islay Capital Management
Texas
$67K – – –
LWM
1758
Liberty Wealth Management
California
$67K +$13.2K +260 +26%
MA
1759
Montag & Associates
Georgia
$63K -$437K -8,610 -88%
LGA
1760
Lebenthal Global Advisors
New York
$63K +$59.3K +1,170 New
POIA
1761
Pin Oak Investment Advisors
Texas
$62K – – –
RWG
1762
Regal Wealth Group
California
$62K – – –
D
1763
Diversified
Delaware
$60K +$60.8K +1,200 New
VCM
1764
Versant Capital Management
Arizona
$59K – – –
JWM
1765
Janiczek Wealth Management
Colorado
$59K +$29.4K +580 +114%
GFPC
1766
Global Financial Private Client
Florida
$57.3K +$3.04K +60 +6%
DSC
1767
Duncker Streett & Co
Missouri
$57K – – –
TC
1768
Trust Company
Kansas
$57K – – –
BCM
1769
Blume Capital Management
California
$54K – – –
FFC
1770
First Financial Corp
Indiana
$54K +$3.04K +60 +6%
GIA
1771
Goodwin Investment Advisory
Georgia
$54K +$50.7K +1,000 New
PWA
1772
Phoenix Wealth Advisors
North Carolina
$54K +$50.7K +1,000 New
RDFA
1773
Ritter Daniher Financial Advisory
Ohio
$54K +$50.7K +1,000 New
SC
1774
Shay Capital
New York
$54K +$50.7K +1,000 New
AIC
1775
Archer Investment Corporation
Indiana
$53K -$11.2K -220 -18%
69 70
71
72 73