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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1276
Centerpoint Advisors
Massachusetts
$33K – – –
MUMSS
1277
Mitsubishi UFJ Morgan Stanley Securities
Japan
$33K – – –
TAIM
1278
TD Ameritrade Investment Management
Nebraska
$32K -$47.7K -500 -60%
BWM
1279
BerganKDV Wealth Management
Minnesota
$32K -$477 -5 -1%
BIA
1280
Bell Investment Advisors
California
$30K +$30K +315 New
JWA
1281
JFS Wealth Advisors
Pennsylvania
$29K +$1.43K +15 +5%
TIM
1282
Tortoise Investment Management
New York
$29K +$10.5K +110 +55%
GWMIA
1283
Global Wealth Management Investment Advisory
Florida
$29K +$28.6K +300 New
SCA
1284
Stonebridge Capital Advisors
Minnesota
$27K – – –
HL
1285
Harding Loevner
New Jersey
$26K – – –
CFFP
1286
Center for Financial Planning
Michigan
$25K – – –
LWANC
1287
Laurel Wealth Advisors (North Carolina)
North Carolina
$24K – – –
OSNBOA
1288
Old Second National Bank of Aurora
Illinois
$24K – – –
OIA
1289
Optimum Investment Advisors
Illinois
$24K – – –
BWM
1290
Baystate Wealth Management
Massachusetts
$23K – – –
IRAG
1291
Investment Research & Advisory Group
Georgia
$23K +$10K +105 +75%
FMP
1292
Financial Management Professionals
Texas
$22K +$11.9K +125 +114%
LPWM
1293
Lake Point Wealth Management
Texas
$22K +$21.9K +230 New
FRA
1294
Front Row Advisors
California
$19K – – –
HFM
1295
Hartford Financial Management
Connecticut
$19K – – –
RWM
1296
Raffa Wealth Management
District of Columbia
$18.5K – – –
PCG
1297
Private Capital Group
Connecticut
$18K -$24.3K -255 -58%
AWM
1298
Atticus Wealth Management
Florida
$18K – – –
CCM
1299
Chilton Capital Management
Texas
$18K +$18.1K +190 New
DWP
1300
Destiny Wealth Partners
Florida
$17K -$59.1K -620 -78%
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