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Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
2101
Heritage Wealth Management (Arizona)
Arizona
$192K +$221K +1,663 New
VCM
2102
Vigilant Capital Management
Maine
$191K -$19.7K -148 -8%
EWM
2103
Endurance Wealth Management
Rhode Island
$189K -$1.2K -9 -0.5%
CFD
2104
Creative Financial Designs
Indiana
$187K +$151K +1,135 +235%
HFM
2105
Harvest Fund Management
China
$186K -$544K -4,084 -72%
AIL
2106
AGF Investments LLC
Ontario, Canada
$179K +$206K +1,546 New
CFO
2107
CVA Family Office
Colorado
$178K -$19.4K -146 -9%
EWA
2108
EverSource Wealth Advisors
Alabama
$175K -$41.3K -310 -17%
SOAMC
2109
Spirit of America Management Corp
New York
$173K -$329K -2,475 -62%
TSWM
2110
Tyler-Stone Wealth Management
Ohio
$173K -$24K -180 -11%
FA
2111
Fortis Advisors
Pennsylvania
$173K – – –
CYG
2112
Clean Yield Group
Vermont
$172K +$5.06K +38 +3%
ACM
2113
Adalta Capital Management
New York
$168K -$136K -1,025 -41%
FRA
2114
Front Row Advisors
California
$167K -$133 -1 -0.1%
HS
2115
Horan Securities
United States
$164K +$31.1K +234 +20%
WWP
2116
WR Wealth Planners
Missouri
$163K +$188K +1,409 New
CWC
2117
Carolinas Wealth Consulting
North Carolina
$162K -$63.7K -479 -25%
CC
2118
Corsicana & Co
Texas
$162K +$184K +1,380 +5,520%
HCM
2119
Highlander Capital Management
New Jersey
$160K +$4.66K +35 +3%
VCM
2120
Versant Capital Management
Arizona
$159K +$34.2K +257 +23%
DMBA
2121
Deseret Mutual Benefit Administrators
Utah
$158K +$39.5K +297 +28%
PMFA
2122
Plante Moran Financial Advisors
Michigan
$157K -$48.4K -364 -21%
TWA
2123
TCI Wealth Advisors
Arizona
$157K -$47.6K -358 -21%
C
2124
Covestor
United Kingdom
$154K +$102K +769 +136%
WA
2125
Win Advisors
Florida
$154K +$177K +1,332 New
83 84
85
86 87