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Name Holding Trade Value Shares
Change
Change in
Stake
APW
2126
Acima Private Wealth
Virginia
$20K – – –
CHA
2127
Carmichael Hill & Associates
Maryland
$20K – – –
JFGIW
2128
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K – – –
PP
2129
PrairieView Partners
Minnesota
$20K – – –
PH
2130
Pinnacle Holdings
Oklahoma
$19.7K – – –
RFWA
2131
RPg Family Wealth Advisory
Massachusetts
$19.7K – – –
FA
2132
Financial Advantage
Maryland
$19K – – –
LFG
2133
LifePlan Financial Group
Ohio
$18K – – –
MAM
2134
Magellan Asset Management
Australia
$18K +$17.5K +93 New
AIL
2135
AGF Investments LLC
Ontario, Canada
$17K +$16.2K +86 New
HMS
2136
Hanseatic Management Services
New Mexico
$16K -$1.28M -6,788 -99%
LS
2137
Leelyn Smith
Illinois
$16K – – –
SWM
2138
Selective Wealth Management
Virginia
$16K – – –
HDIM
2139
Hanson & Doremus Investment Management
Vermont
$15K – – –
TIM
2140
Tortoise Investment Management
New York
$13K – – –
KFS
2141
Kelly Financial Services
Massachusetts
$10.2K – – –
FMTCOCP
2142
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K – – –
APWM
2143
Atlas Private Wealth Management
New York
$9K -$7.53K -40 -45%
APWA
2144
Atlas Private Wealth Advisors
New Jersey
$9K – – –
SFA
2145
Semmax Financial Advisors
North Carolina
$8K – – –
TAIM
2146
TD Ameritrade Investment Management
Nebraska
$7K – – –
IWP
2147
IAG Wealth Partners
Wisconsin
$6K – – –
HS
2148
Horan Securities
United States
$6K +$5.46K +29 New
FP
2149
Fiduciary Planning
Florida
$6K +$6.03K +32 New
SMG
2150
Spectrum Management Group
Indiana
$5K – – –