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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
3051
IFS Advisors
Kansas
$38K +$3.01K +120 +9%
POIA
3052
Pin Oak Investment Advisors
Texas
$38K +$25.6K +1,020 +268%
HFS
3053
HBC Financial Services
Washington
$37K – – –
PG
3054
Proffitt & Goodson
Tennessee
$35K – – –
TIM
3055
Tortoise Investment Management
New York
$35K – – –
MAM
3056
Marquette Asset Management
Minnesota
$35K +$2.26K +90 +8%
CDIA
3057
Capital Directions Investment Advisors
Georgia
$34K +$31.4K +1,250 New
RCM
3058
Raleigh Capital Management
North Carolina
$33K -$10.5K -420 -25%
FPFS
3059
First Personal Financial Services
North Carolina
$33K -$5.02K -200 -14%
WHC
3060
Wulff, Hansen & Co
California
$32K -$425K -16,960 -60%
CFG
3061
Claremont Financial Group
California
$32K +$33.1K +1,320 New
SC
3062
Stephens Consulting
Michigan
$31.7K -$22.1K -880 -43%
FCMT
3063
Founders Capital Management (Texas)
Texas
$29K – – –
RBC
3064
Roble Belko & Company
Pennsylvania
$28K +$22.1K +880 +550%
CPFP
3065
Clear Perspectives Financial Planning
Ohio
$28K +$25.3K +1,010 New
EW
3066
Emerson Wealth
Michigan
$27K +$25.1K +1,000 New
AFS
3067
Annapolis Financial Services
Maryland
$25K +$7.02K +280 +46%
DB
3068
Dravo Bay
Delaware
$22.6K +$20.8K +830 New
CPW
3069
Crestmont Private Wealth
Texas
$21K +$19.1K +760 New
HMS
3070
Hanseatic Management Services
New Mexico
$20K -$824K -32,860 -98%
HC
3071
Hoese & Co
Minnesota
$20K – – –
SC
3072
Sawyer & Company
Massachusetts
$17K – – –
SC
3073
Schubert & Co
Texas
$16K -$502 -20 -3%
FCG
3074
Financial Connections Group
California
$16K – – –
MWA
3075
Miller Wealth Advisors
Colorado
$15K – – –
121 122
123
124 125