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Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1051
CVA Family Office
Colorado
$65K +$10.9K +90 +18%
AWM
1052
Activest Wealth Management
Florida
$65K +$71.3K +590 New
LWP
1053
Lumature Wealth Partners
Georgia
$65K +$71.3K +590 New
CBT
1054
Central Bank & Trust
Kentucky
$64K – – –
GA
1055
GoalVest Advisory
New York
$64K – – –
SIC
1056
Salem Investment Counselors
North Carolina
$63K -$52K -430 -43%
NSIM
1057
North Star Investment Management
Illinois
$61K – – –
BWA
1058
BDO Wealth Advisors
Florida
$61K +$58K +480 +686%
BMD
1059
Better Money Decisions
New Mexico
$59K +$64K +530 New
SIS
1060
Sound Income Strategies
Florida
$57.5K – – –
ADL
1061
Asset Dedication LLC
California
$55K -$82.2K -680 -58%
HCM
1062
Highlander Capital Management
New Jersey
$55K -$12.1K -100 -17%
IPW
1063
IronBridge Private Wealth
Texas
$55K – – –
NSB
1064
Norway Savings Bank
Maine
$55K – – –
EWM
1065
Elmwood Wealth Management
California
$55K +$60.4K +500 New
ZB
1066
Zions Bancorporation
Utah
$54K -$267K -2,210 -82%
CWA
1067
Clearview Wealth Advisors
Oregon
$51K -$30.2K -250 -35%
HFM
1068
Harvest Fund Management
China
$49K -$153K -1,270 -74%
NG
1069
NWK Group
California
$46K – – –
CHA
1070
Carmichael Hill & Associates
Maryland
$45K -$6.04K -50 -11%
TFIPS
1071
Towarzystwo Funduszy Inwestycyjnych PZU SA
$44.3K – – –
FF
1072
FourThought Financial
Florida
$44K – – –
KTC
1073
Kistler-Tiffany Companies
Pennsylvania
$44K +$8.46K +70 +21%
WT
1074
Washington Trust
Rhode Island
$44K +$48.3K +400 New
AF
1075
Arrow Financial
New York
$40K – – –
41 42
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