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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
2226
Monumental Financial Group
Maryland
$12K -$811K -7,173 -99%
CFFP
2227
Center for Financial Planning
Michigan
$12K – – –
CCC
2228
Crescent Capital Consulting
Louisiana
$12K – – –
PCA
2229
Providence Capital Advisors
North Carolina
$12K +$113 +1 +1%
TJHA
2230
Thomas J. Herzfeld Advisors
Florida
$11K -$1.36K -12 -11%
IF
2231
Ironwood Financial
Arizona
$11K +$2.15K +19 +23%
FA
2232
Fortis Advisors
Pennsylvania
$10K – – –
EWM
2233
Edge Wealth Management
New York
$9K -$339 -3 -3%
IAS
2234
IMA Advisory Services
Colorado
$9K – – –
TLFA
2235
True Link Financial Advisors
California
$8K +$8.48K +75 New
SC
2236
Steph & Co
Wisconsin
$7K – – –
MS
2237
Mizuho Securities
Japan
$6K +$452 +4 +7%
CHA
2238
Carmichael Hill & Associates
Maryland
$5K -$10.3K -91 -69%
CWM
2239
Cranbrook Wealth Management
Michigan
$5K – – –
UFF
2240
USA Financial Formulas
Michigan
$5K +$904 +8 +22%
T2I
2241
Turim 21 Investimentos
Brazil
$5K +$4.86K +43 New
FI
2242
FormulaFolio Investments
Michigan
$4K +$3.62K +32 New
AFS
2243
Annapolis Financial Services
Maryland
$3K – – –
CIR
2244
Clear Investment Research
Georgia
$3K – – –
AA
2245
Addison Advisors
Vermont
$2K +$1.7K +15 New
TAM
2246
Tucker Asset Management
Colorado
$1.23K – – –
WA
2247
WestEnd Advisors
North Carolina
$1.12K – – –
BC
2248
Burleson & Co
California
$1K – – –
MG
2249
MilWealth Group
Wisconsin
$336 – – –
MC
2250
Martin Currie
United Kingdom
– -$69.8M -638,510 Closed
88 89
90
91 92