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Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
951
JFS Wealth Advisors
Pennsylvania
$13K +$7.77K +66 +150%
CFRPA
952
Castle Financial & Retirement Planning Associates
New Jersey
$13K +$12.1K +103 New
BAM
953
Byrne Asset Management
New Jersey
$13K +$13.5K +115 New
LOIM
954
Liberty One Investment Management
Illinois
$12K -$895K -7,607 -99%
CHC
955
City Holding Co
West Virginia
$12K – – –
CWM
956
Cranbrook Wealth Management
Michigan
$12K – – –
EWM
957
Evermay Wealth Management
Virginia
$12K – – –
OCM
958
Orion Capital Management
California
$12K – – –
CWM
959
CarsonAllaria Wealth Management
Illinois
$12K +$11.8K +100 New
CSB
960
City State Bank
Iowa
$12K +$12.1K +103 New
SC
961
Stephens Consulting
Michigan
$11.7K +$11.9K +101 New
VCM
962
Versant Capital Management
Arizona
$11K -$588 -5 -5%
CWA
963
Clearview Wealth Advisors
Oregon
$11K – – –
PB
964
Pinnacle Bancorp
Nebraska
$11K – – –
KA
965
Kozak & Associates
Colorado
$11K +$10.9K +93 New
CCM
966
Chilton Capital Management
Texas
$11K +$11.3K +96 New
ASBI
967
American State Bank (Iowa)
Iowa
$10.9K – – –
FFC
968
First Financial Corp
Indiana
$10K – – –
LWANC
969
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K – – –
FRA
970
Front Row Advisors
California
$10K +$1.41K +12 +16%
PFA
971
Professional Financial Advisors
Nebraska
$9K – – –
RFA
972
Reilly Financial Advisors
California
$9K +$1.41K +12 +17%
HVM
973
Harvest Volatility Management
Connecticut
$8.84K -$6.77M -57,533 -100%
ST
974
Sageworth Trust
Pennsylvania
$8K – – –
WAS
975
Winch Advisory Services
Wisconsin
$8K – – –
37 38
39
40 41