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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1101
Arrow Financial
New York
$7K – – –
FCA
1102
FinTrust Capital Advisors
South Carolina
$7K – – –
LWM
1103
Liberty Wealth Management
California
$7K +$6.25K +70 New
WPA
1104
West Paces Advisors
Georgia
$6.3K – – –
TFGT
1105
TS Financial Group (TSFG)
Illinois
$6K – – –
CSPIA
1106
Cary Street Partners Investment Advisory
Virginia
$6K +$5.36K +60 New
OC
1107
Oakworth Capital
Alabama
$6K +$5.8K +65 New
HI
1108
Hudock Inc
Pennsylvania
$5K – – –
CAGAS
1109
Capital Advisory Group Advisory Services
Minnesota
$5K +$1.34K +15 +43%
AF
1110
Allworth Financial
California
$5K +$4.91K +55 New
NIC
1111
Northwest Investment Counselors
Oregon
$5K +$4.91K +55 New
APWA
1112
Atlas Private Wealth Advisors
New Jersey
$4K – – –
CWC
1113
Carolinas Wealth Consulting
North Carolina
$4K – – –
MCM
1114
Manchester Capital Management
Vermont
$4K +$4.02K +45 New
TJHA
1115
Thomas J. Herzfeld Advisors
Florida
$3K -$1.34K -15 -30%
CCM
1116
Chiron Capital Management
Florida
$3K +$2.68K +30 New
CA
1117
Crewe Advisors
Utah
$3K +$2.68K +30 New
EWA
1118
Evolution Wealth Advisors
Florida
$2K – – –
M
1119
MOTCO
Texas
$2K – – –
BFC
1120
Bedel Financial Consulting
Indiana
$2K +$2.23K +25 New
ONST
1121
Old North State Trust
North Carolina
$2K +$2.23K +25 New
NIM
1122
NuWave Investment Management
New Jersey
$1K -$359K -4,020 -100%
ARMC
1123
American Research & Management Company
Massachusetts
$1K – – –
HGWM
1124
Harvest Group Wealth Management
Massachusetts
$1K – – –
MIM
1125
Macroview Investment Management
Maryland
$1K +$893 +10 New
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