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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2551
Selective Wealth Management
Virginia
$31K +$6.6K +25 +30%
ICM
2552
Islay Capital Management
Texas
$29K -$13.2K -50 -33%
APW
2553
Acima Private Wealth
Virginia
$29K – – –
CPWM
2554
Cypress Point Wealth Management
Texas
$29K – – –
FA
2555
Financial Advantage
Maryland
$29K – – –
PP
2556
PrairieView Partners
Minnesota
$29K – – –
RCM
2557
Regency Capital Management
Hawaii
$29K – – –
SC
2558
Sawyer & Company
Massachusetts
$29K +$22.5K +85 +567%
SFA
2559
Semmax Financial Advisors
North Carolina
$27K – – –
AA
2560
Addison Advisors
Vermont
$26K +$23.8K +90 New
HMS
2561
Hanseatic Management Services
New Mexico
$24K +$264 +1 +1%
CBT
2562
CoreFirst Bank & Trust
Kansas
$22K – – –
HWM
2563
Holloway Wealth Management
Florida
$21K – – –
PWS
2564
Paragon Wealth Strategies
Florida
$20K +$18K +68 New
TIM
2565
Tortoise Investment Management
New York
$19K – – –
SCA
2566
Stuart Chaussee & Associates
California
$17K – – –
DI
2567
Disciplined Investments
Oklahoma
$16K – – –
TAIM
2568
TD Ameritrade Investment Management
Nebraska
$16K +$5.55K +21 +64%
HDIM
2569
Hanson & Doremus Investment Management
Vermont
$15K -$62.1K -235 -76%
LS
2570
Leelyn Smith
Illinois
$11K -$15.8K -60 -61%
AWMS
2571
Advocacy Wealth Management Services
Georgia
$9K – – –
KFS
2572
Kelly Financial Services
Massachusetts
$8.16K -$26.4K -100 -78%
PFA
2573
Professional Financial Advisors
Nebraska
$7K -$1.58K -6 -20%
ARIS
2574
Advanced Research Investment Solutions
California
$7K – – –
CC
2575
Corsicana & Co
Texas
$7K +$6.6K +25 New
101 102
103
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