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Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
2101
1834 Investment Advisors
Wisconsin
$39K +$37.7K +200 New
LWM
2102
Liberty Wealth Management
California
$38K +$3.2K +17 +10%
HFM
2103
Hartford Financial Management
Connecticut
$37K -$32K -170 -48%
LAS
2104
Lloyd Advisory Services
Georgia
$35K -$3.77K -20 -10%
ICM
2105
Islay Capital Management
Texas
$30K -$18.8K -100 -40%
AWM
2106
Avondale Wealth Management
Texas
$30K – – –
DI
2107
Disciplined Investments
Oklahoma
$30K – – –
MHR
2108
Matthew Hamilton Rosenberg
$30K – – –
TF
2109
TimeScale Financial
Massachusetts
$30K – – –
BC
2110
Barnett & Company
Tennessee
$27K – – –
PO
2111
Private Ocean
California
$27K – – –
WLPWM
2112
Walled Lake Planning & Wealth Management
Illinois
$27K – – –
CCMW
2113
Cypress Capital Management (Wyoming)
Wyoming
$26K – – –
IFAM
2114
Institutional & Family Asset Management
Colorado
$26K – – –
AWM
2115
Adams Wealth Management
Utah
$25K +$23.9K +127 New
BBL
2116
Beck Bode LLC
Massachusetts
$25K +$24.1K +128 New
AA
2117
Advisory Alpha
Michigan
$25K +$24.5K +130 New
CFFP
2118
Center for Financial Planning
Michigan
$22K – – –
CPW
2119
Catalyst Private Wealth
California
$22K +$20.7K +110 New
CA
2120
Crewe Advisors
Utah
$22K +$20.7K +110 New
HR
2121
Howe & Rusling
New York
$21K -$9.04K -48 -31%
FMP
2122
Financial Management Professionals
Texas
$21K – – –
JWM
2123
Janiczek Wealth Management
Colorado
$21K +$14.7K +78 +260%
RBC
2124
Roble Belko & Company
Pennsylvania
$21K +$20.2K +107 New
AFS
2125
Aft Forsyth & Sober
Florida
$20K -$37.7K -200 -67%
83 84
85
86 87