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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
2501
Holloway Wealth Management
Florida
$18K – – –
CTB
2502
Country Trust Bank
Illinois
$18K +$19.9K +70 New
SCA
2503
Stuart Chaussee & Associates
California
$16K – – –
DI
2504
Disciplined Investments
Oklahoma
$15K – – –
FCAS
2505
First Command Advisory Services
Texas
$13K +$14.2K +50 New
JMF
2506
Johnson Midwest Financial
Iowa
$13K +$14.2K +50 New
NWM
2507
Navigation Wealth Management
Colorado
$12K +$12.2K +43 New
LS
2508
Leelyn Smith
Illinois
$10K – – –
APC
2509
Aspire Private Capital
North Carolina
$8K -$497K -1,750 -98%
AWMS
2510
Advocacy Wealth Management Services
Georgia
$8K – – –
KFS
2511
Kelly Financial Services
Massachusetts
$7.29K – – –
TAIM
2512
TD Ameritrade Investment Management
Nebraska
$7K -$5.39K -19 -35%
CC
2513
Corsicana & Co
Texas
$7K – – –
LPWM
2514
Lake Point Wealth Management
Texas
$7K – – –
RTL
2515
Red Tortoise LLC
Georgia
$7K +$23.8K +84 New
ARIS
2516
Advanced Research Investment Solutions
California
$6.5K – – –
LIM
2517
Longfellow Investment Management
Massachusetts
$5K – – –
CWA
2518
Carolina Wealth Advisors
South Carolina
$5K +$5.11K +18 New
CCC
2519
Crescent Capital Consulting
Louisiana
$5K +$5.11K +18 New
SAM
2520
Strategic Asset Management
Minnesota
$5K +$5.11K +18 New
BAM
2521
Bellevue Asset Management
Washington
$4K +$1.7K +6 +67%
BCH
2522
Berkshire Capital Holdings
California
$3K -$47.6M -167,680 -100%
UFF
2523
USA Financial Formulas
Michigan
$3K -$1.24M -4,382 -100%
MAWCM
2524
Mine & Arao Wealth Creation & Management
California
$3K – – –
SJIM
2525
St. Johns Investment Management
Florida
$3K – – –
99 100
101
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