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Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
801
Carolinas Wealth Consulting
North Carolina
$5K +$4.91K +31 +620%
CA
802
Crewe Advisors
Utah
$5K +$5.23K +33 New
JWM
803
Janiczek Wealth Management
Colorado
$4K -$13.9K -88 -76%
AWM
804
Activest Wealth Management
Florida
$4K – – –
BEI
805
Benjamin Edwards Inc
Missouri
$4K – – –
GC
806
Gould Capital
Washington
$4K – – –
LS
807
Leelyn Smith
Illinois
$4K – – –
SAM
808
Strategic Asset Management
Minnesota
$4K +$1.9K +12 +67%
BAM
809
Bellevue Asset Management
Washington
$4K +$3.96K +25 New
PTC
810
Private Trust Company
Ohio
$4K +$4.91K +31 New
SC
811
Stephens Consulting
Michigan
$3.75K – – –
TAIM
812
TD Ameritrade Investment Management
Nebraska
$3K -$317 -2 -8%
AP
813
Atwood & Palmer
Missouri
$3K – – –
BHWM
814
Bay Harbor Wealth Management
Maryland
$3K – – –
BC
815
Belmont Capital
California
$3K – – –
CYG
816
Clean Yield Group
Vermont
$3K – – –
CB
817
CNB Bank
Pennsylvania
$3K – – –
MIM
818
Macroview Investment Management
Maryland
$3K – – –
SIC
819
Salem Investment Counselors
North Carolina
$3K – – –
BBPWM
820
Blue Bell Private Wealth Management
Pennsylvania
$3K +$792 +5 +38%
BC
821
Bartlett & Co
Ohio
$3K +$2.85K +18 New
ODG
822
O'Dell Group
Ohio
$3K +$3.17K +20 New
RWM
823
Raffa Wealth Management
District of Columbia
$2.64K – – –
BCWM
824
Bartlett & Co Wealth Management
Ohio
$2.5K +$2.85K +18 New
NICM
825
Neo Ivy Capital Management
New York
$2K -$107K -673 -97%
31 32
33
34 35