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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
2551
Avion Wealth
Texas
$19K +$21.6K +100 New
FA
2552
Financial Advantage
Maryland
$18K – – –
SFA
2553
Semmax Financial Advisors
North Carolina
$18K – – –
SAM
2554
Strategic Asset Management
Minnesota
$18K +$16.7K +77 +428%
BFG
2555
Baron Financial Group
New Jersey
$17.9K – – –
SC
2556
Stephens Consulting
Michigan
$17K +$19.5K +90 New
TIM
2557
Tortoise Investment Management
New York
$14K -$15.1K -70 -48%
CBT
2558
CoreFirst Bank & Trust
Kansas
$14K – – –
OF
2559
Outfitter Financial
Maine
$14K +$16.2K +75 New
FPWM
2560
FSB Premier Wealth Management
Iowa
$14K +$16.9K +78 New
HVM
2561
Harvest Volatility Management
Connecticut
$13.5K -$11.7M -54,171 -100%
HWM
2562
Holloway Wealth Management
Florida
$13K – – –
TAIM
2563
TD Ameritrade Investment Management
Nebraska
$13K +$6.92K +32 +91%
TJHA
2564
Thomas J. Herzfeld Advisors
Florida
$12K -$42.6K -197 -76%
SCA
2565
Stuart Chaussee & Associates
California
$11K – – –
BA
2566
Bivin & Associates
Oklahoma
$11K +$13K +60 New
ARIS
2567
Advanced Research Investment Solutions
California
$10K +$6.49K +30 +120%
ACK
2568
Andrew C. Karlinski
$9K +$10.6K +49 New
NWM
2569
Navigation Wealth Management
Colorado
$8K – – –
KFS
2570
Kelly Financial Services
Massachusetts
$7.17K +$2.16K +10 +36%
LS
2571
Leelyn Smith
Illinois
$7K – – –
TIM
2572
Tevis Investment Management
Texas
$7K +$8.22K +38 New
AWMS
2573
Advocacy Wealth Management Services
Georgia
$6K – – –
RI
2574
Rinkey Investments
California
$6K +$7.57K +35 New
TAM
2575
Tucker Asset Management
Colorado
$5.76K +$6.49K +30 New
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