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Name Holding Trade Value Shares
Change 		Change in
Stake
PB
2076
Pinnacle Bancorp
Nebraska
$59K +$66.3K +264 New
CAM
2077
Costello Asset Management
Pennsylvania
$56K -$127K -507 -67%
CFN
2078
Cordasco Financial Network
Florida
$47K -$37.7K -150 -42%
IPW
2079
IronBridge Private Wealth
Texas
$43K +$3.77K +15 +8%
CWA
2080
Clearview Wealth Advisors
Oregon
$43K +$21.8K +87 +83%
RBC
2081
Roble Belko & Company
Pennsylvania
$39K +$1.51K +6 +4%
PGAM
2082
Princeton Global Asset Management
New Jersey
$39K +$6.03K +24 +16%
CPFP
2083
Clear Perspectives Financial Planning
Ohio
$37K – – –
NC
2084
NewSquare Capital
Pennsylvania
$36K -$11.3K -45 -22%
CQS
2085
Credential Qtrade Securities
$34.7K -$141K -561 -78%
WFA
2086
West Financial Advisors
Iowa
$34K – – –
TJHA
2087
Thomas J. Herzfeld Advisors
Florida
$34K +$753 +3 +2%
WIM
2088
Westside Investment Management
California
$33.9K +$30.9K +123 +5%
HH
2089
HWG Holdings
Texas
$33K -$2.36M -9,414 -98%
CL
2090
COWA LLC
Oklahoma
$33K -$42.2K -168 -53%
GA
2091
GoalVest Advisory
New York
$33K – – –
DAM
2092
Delta Asset Management
Tennessee
$32K +$7.53K +30 +26%
CCMW
2093
Cypress Capital Management (Wyoming)
Wyoming
$30K – – –
LWA
2094
Lowe Wealth Advisors
Maryland
$29K – – –
CIR
2095
Clear Investment Research
Georgia
$28K +$3.77K +15 +14%
MIM
2096
Meridiem Investment Management
United Kingdom
$27K – – –
GCM
2097
Gladius Capital Management
Illinois
$27K +$30.1K +120 New
BMD
2098
Better Money Decisions
New Mexico
$24K +$27.1K +108 New
COCM
2099
Charter Oak Capital Management
New Hampshire
$23K -$15.1K -60 -36%
HCP
2100
Hexagon Capital Partners
Arkansas
$22K -$1.67M -6,657 -99%
82 83
84
85 86