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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3001
AllSquare Wealth Management
New York
$119K +$25.6K +1,020 +31%
PPWM
3002
PFG Private Wealth Management
Florida
$115K +$2.76K +110 +3%
SAM
3003
Strategic Asset Management
Minnesota
$113K – – –
CFN
3004
Cordasco Financial Network
Florida
$112K +$25.1K +1,000 +32%
BCM
3005
Blume Capital Management
California
$110K – – –
CM
3006
Cornerstone Management
Georgia
$109K +$100K +4,000 New
WIM
3007
Westside Investment Management
California
$109K +$50.2K +2,000 +53%
FPB
3008
First PREMIER Bank
South Dakota
$109K – – –
OAJ
3009
Ogorek Anthony Joseph
New York
$109K +$20.1K +800 +25%
ACM
3010
Aquatic Capital Management
Illinois
$109K +$100K +4,000 New
ACK
3011
Andrew C. Karlinski
$104K -$752 -30 -0.8%
IRAG
3012
Investment Research & Advisory Group
Georgia
$102K – – –
CBT
3013
CoreFirst Bank & Trust
Kansas
$100K – – –
RA
3014
Rise Advisors
New York
$98K -$13.8K -550 -13%
TAIM
3015
TD Ameritrade Investment Management
Nebraska
$94K -$20.1K -800 -19%
GKIM
3016
GW&K Investment Management
Massachusetts
$93K +$85.3K +3,400 New
WAM
3017
Worth Asset Management
Texas
$89K +$138K +5,520 New
IFS
3018
Intelligent Financial Strategies
Minnesota
$87K -$80.3K -3,200 -50%
EIP
3019
Ellis Investment Partners
Pennsylvania
$83K +$7.52K +300 +11%
COCM
3020
Charter Oak Capital Management
New Hampshire
$82K +$42.6K +1,700 +131%
PP
3021
Peconic Partners
New York
$82K +$75.2K +3,000 New
CMA
3022
Cedar Mountain Advisors
Oregon
$80K – – –
GLLW
3023
Graves Light Lenhart Wealth
Virginia
$76K – – –
PP
3024
Pacifica Partners
Canada
$71K – – –
VCM
3025
Versant Capital Management
Arizona
$70K -$3.01K -120 -4%
119 120
121
122 123