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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2701
SRH Advisors
Kansas
$90K – – –
WAM
2702
WFA Asset Management
Wisconsin
$89.7K +$944 +50 +0.9%
VCM
2703
Vigilant Capital Management
Maine
$88K -$47.9K -2,540 -30%
CCMW
2704
Cypress Capital Management (Wyoming)
Wyoming
$86K -$4.72K -250 -4%
LPWM
2705
Lake Point Wealth Management
Texas
$82K – – –
EWM
2706
Evermay Wealth Management
Virginia
$82K +$14.9K +790 +17%
HDIM
2707
Hanson & Doremus Investment Management
Vermont
$78K – – –
LFA
2708
Level Financial Advisors
New York
$78K – – –
RDFA
2709
Ritter Daniher Financial Advisory
Ohio
$77K -$3.02K -160 -3%
CWM
2710
Cranbrook Wealth Management
Michigan
$77K – – –
BWL
2711
Bogart Wealth LLC
Virginia
$77K +$11.7K +620 +14%
EH
2712
EMG Holdings
Connecticut
$76K -$491K -26,000 -84%
PK
2713
Pflug Koory
Nebraska
$76K – – –
EC
2714
Estate Counselors
Wisconsin
$75K – – –
AWM
2715
AllSquare Wealth Management
New York
$74K +$9.44K +500 +11%
BAM
2716
Bellevue Asset Management
Washington
$73K – – –
SIMG
2717
Stephens Investment Management Group
Texas
$73K – – –
CFN
2718
Cordasco Financial Network
Florida
$73K +$13.2K +700 +17%
TAIM
2719
TD Ameritrade Investment Management
Nebraska
$70K +$22.1K +1,170 +34%
CFFP
2720
Center for Financial Planning
Michigan
$69K +$41.5K +2,200 +95%
HFS
2721
Heritage Financial Services
Massachusetts
$69K +$86.1K +4,560 New
DWA
2722
Delos Wealth Advisors
Texas
$67K – – –
BDS
2723
Banco de Sabadell
Florida
$65K -$749K -39,710 -91%
SAM
2724
Strategic Asset Management
Minnesota
$65K +$3.02K +160 +4%
PPWM
2725
PFG Private Wealth Management
Florida
$64K +$566 +30 +0.7%
107 108
109
110 111