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Name Holding Trade Value Shares
Change 		Change in
Stake
IAMOG
2801
Investors Asset Management of Georgia
Georgia
$8K +$10.6K +560 New
FC
2802
Family CFO
California
$7.58K – – –
JMF
2803
Johnson Midwest Financial
Iowa
$7K +$944 +50 +13%
HF
2804
Halpern Financial
Virginia
$6.37K +$7.93K +420 New
BAM
2805
Baldrige Asset Management
Pennsylvania
$6K -$20.4K -1,080 -73%
FCG
2806
Financial Connections Group
California
$6K -$3.4K -180 -29%
CWA
2807
Carolina Wealth Advisors
South Carolina
$6K – – –
PCTC
2808
Perkins Coie Trust Company
Washington
$6K – – –
LIM
2809
Longfellow Investment Management
Massachusetts
$6K +$566 +30 +9%
HS
2810
Horan Securities
United States
$5K +$566 +30 +10%
UFF
2811
USA Financial Formulas
Michigan
$5K +$566 +30 +10%
LWA
2812
Lowe Wealth Advisors
Maryland
$4K – – –
GG
2813
Gleason Group
Kentucky
$4K +$5.29K +280 New
RCM
2814
Ravenstone Capital Management
$3.03K – – –
BA
2815
Bivin & Associates
Oklahoma
$3K -$5.85K -310 -57%
SJIM
2816
St. Johns Investment Management
Florida
$3K – – –
IIL
2817
Insight Inv LLC
California
$3K +$3.77K +200 New
GIA
2818
Goodwin Investment Advisory
Georgia
$2.73K – – –
BCH
2819
Berkshire Capital Holdings
California
$2K -$13.5M -713,700 -100%
BHWM
2820
Bay Harbor Wealth Management
Maryland
$2K – – –
CMP
2821
Coston McIsaac & Partners
Maine
$2K +$3.02K +160 New
PP
2822
PFS Partners
New Jersey
$1.82K +$2.27K +120 New
PI
2823
PEAK6 Investments
Illinois
$1K -$4.86M -257,370 -100%
IA
2824
IFS Advisors
Kansas
$1K -$24.2K -1,280 -91%
GWMI
2825
Guardian Wealth Management (Illinois)
Illinois
$1K – – –
111 112
113
114 115