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Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1826
Community Bank
New York
$80K +$68K +8,400 New
IWP
1827
IAG Wealth Partners
Wisconsin
$79K – – –
SL
1828
Savior LLC
Massachusetts
$77K +$17.2K +2,120 +35%
GI
1829
Gradient Investments
Minnesota
$76K -$58.3K -7,200 -47%
ANBT
1830
American National Bank & Trust
Texas
$76K – – –
AP
1831
Atwood & Palmer
Missouri
$76K – – –
JFGIW
1832
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$76K – – –
TCM
1833
TD Capital Management
Tennessee
$76K – – –
HH
1834
HWG Holdings
Texas
$74K +$63.4K +7,840 New
LWA
1835
Lenox Wealth Advisors
New York
$71K -$28.2K -3,480 -32%
RWM
1836
Raffa Wealth Management
District of Columbia
$70.1K +$7.12K +880 +14%
CHA
1837
Carmichael Hill & Associates
Maryland
$70K +$2.59K +320 +5%
MWA
1838
MFA Wealth Advisors
Pennsylvania
$69.1K +$58.9K +7,280 New
DCM
1839
Davis Capital Management
Florida
$68K – – –
AFS
1840
Aft Forsyth & Sober
Florida
$67K +$56.6K +7,000 New
TL
1841
TrueWealth LLC
Georgia
$65K -$65K -8,040 -54%
BC
1842
Barnett & Company
Tennessee
$63K – – –
PG
1843
Proffitt & Goodson
Tennessee
$63K +$36.2K +4,480 +211%
PCFFS
1844
Pacific Center for Financial Services
California
$60K – – –
CIR
1845
Clear Investment Research
Georgia
$59K – – –
MA
1846
MCF Advisors
Kentucky
$59K +$49.8K +6,160 New
VEA
1847
Virtus ETF Advisers
New York
$59K +$50.2K +6,200 New
KFS
1848
Kelly Financial Services
Massachusetts
$57.7K – – –
LOIM
1849
Liberty One Investment Management
Illinois
$57K +$48.2K +5,960 New
MRCM
1850
M&R Capital Management
New Jersey
$55K -$162K -20,000 -78%
72 73
74
75 76