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Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
2526
Bay Harbor Wealth Management
Maryland
$13K -$40.4K -1,775 -74%
CMA
2527
Cedar Mountain Advisors
Oregon
$13K +$45 +2 +0.3%
CWAF
2528
Core Wealth Advisors (Florida)
Florida
$13K +$2.39K +105 +21%
GKIM
2529
GW&K Investment Management
Massachusetts
$13K +$13.4K +589 New
SGAM
2530
Smith Group Asset Management
Texas
$12K +$6.1K +268 +102%
WLPWM
2531
Walled Lake Planning & Wealth Management
Illinois
$11K +$91 +4 +0.8%
DWMG
2532
DB Wealth Management Group
California
$10K -$4.23K -186 -29%
AW
2533
Avion Wealth
Texas
$10K -$3K -132 -22%
BC
2534
Barnett & Company
Tennessee
$10K – – –
CAM
2535
ClariVest Asset Management
California
$10K +$10.3K +454 New
CI
2536
Cordant Inc
Oregon
$10K +$10.3K +455 New
CIAS
2537
CBIZ Investment Advisory Services
Ohio
$9K – – –
KIG
2538
Kessler Investment Group
Indiana
$9K – – –
TAM
2539
Tucker Asset Management
Colorado
$7.22K -$50.5K -2,218 -87%
AFIA
2540
America First Investment Advisors
Nebraska
$7K – – –
PWP
2541
Personal Wealth Partners
Minnesota
$6K +$6.48K +285 New
BFG
2542
Baron Financial Group
New Jersey
$5.52K – – –
HWA
2543
Heritage Wealth Advisors
Virginia
$5.08K -$82K -3,606 -94%
PAI
2544
Pittenger & Anderson Inc
Nebraska
$5K -$759K -33,369 -99%
BCM
2545
Bourgeon Capital Management
Connecticut
$5K – – –
GI
2546
GS Investments
Minnesota
$4K -$440K -19,355 -99%
HFS
2547
Horizon Financial Services
North Carolina
$4K – – –
APW
2548
Acima Private Wealth
Virginia
$3K – – –
CCG
2549
Cloverfields Capital Group
Minnesota
$3K +$3K +132 New
MFG
2550
Monumental Financial Group
Maryland
$3K +$3.59K +158 New
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102
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