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Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
1201
Financial Management Professionals
Texas
$7K – – –
FPB
1202
First PREMIER Bank
South Dakota
$7K – – –
JPLA
1203
Joseph P. Lucia & Associates
New York
$7K – – –
LWA
1204
Lenox Wealth Advisors
New York
$7K – – –
RDFA
1205
Ritter Daniher Financial Advisory
Ohio
$7K – – –
WOC
1206
West Oak Capital
California
$7K – – –
PWMG
1207
Prestige Wealth Management Group
New Jersey
$7K +$3K +20 +67%
CFA
1208
Cahill Financial Advisors
Minnesota
$7K +$7.49K +50 New
EIP
1209
Ellis Investment Partners
Pennsylvania
$6K – – –
MS
1210
Mizuho Securities
Japan
$6K – – –
BA
1211
Bellwether Advisors
Nebraska
$6K +$7.49K +50 New
EWM
1212
Edge Wealth Management
New York
$5K – – –
AWM
1213
Adams Wealth Management
Utah
$5K +$5.99K +40 New
PFBT
1214
Parkside Financial Bank & Trust
Missouri
$4K -$86.9K -580 -95%
HA
1215
Herold Advisors
New York
$4K +$4.5K +30 New
AWMS
1216
Advocacy Wealth Management Services
Georgia
$3K – – –
HDIM
1217
Hanson & Doremus Investment Management
Vermont
$3K +$3K +20 New
KIG
1218
Kowal Investment Group
Wisconsin
$3K +$3K +20 New
RWM
1219
Raffa Wealth Management
District of Columbia
$2.71K – – –
GPA
1220
Guidance Point Advisors
Massachusetts
$2K +$3K +20 New
LTI
1221
Laffer Tengler Investments
Tennessee
$1.35K +$1.5K +10 New
EFSCE
1222
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$42K -280 -97%
PFGIA
1223
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$33K -220 -96%
CCC
1224
Crescent Capital Consulting
Louisiana
$1K – – –
MIM
1225
Macroview Investment Management
Maryland
$1K – – –
47 48
49
50 51