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Name Holding Trade Value Shares
Change 		Change in
Stake
CDIA
2426
Capital Directions Investment Advisors
Georgia
$171K +$29K +70 +19%
FA
2427
Financial Avengers
California
$160K +$828 +2 +0.5%
AA
2428
AlphaCentric Advisors
Puerto Rico
$157K +$414 +1 +0.2%
BIA
2429
Bell Investment Advisors
California
$157K +$167K +403 New
VCM
2430
Versant Capital Management
Arizona
$156K +$828 +2 +0.5%
JWM
2431
Jackson Wealth Management
Florida
$152K -$8.7K -21 -0.1%
HBT
2432
Hills Bank & Trust
Iowa
$152K – – –
EWA
2433
Evolution Wealth Advisors
Florida
$151K -$19.5K -47 -11%
OSNBOA
2434
Old Second National Bank of Aurora
Illinois
$148K +$1.66K +4 +1%
AP
2435
Arlington Partners
Alabama
$142K +$42.2K +102 +39%
ARIS
2436
Advanced Research Investment Solutions
California
$140K +$128K +309 +631%
FFA
2437
Freedman Financial Associates
Massachusetts
$139K +$5.8K +14 +4%
YAL
2438
Your Advocates Ltd
Texas
$137K +$20.7K +50 +17%
FWM
2439
Focused Wealth Management
New York
$136K +$6.21K +15 +5%
CFN
2440
Cordasco Financial Network
Florida
$135K – – –
SIAP
2441
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$130K -$12.8K -31 -9%
PA
2442
PSI Advisors
Florida
$130K +$138K +332 New
TCM
2443
Tradewinds Capital Management
Washington
$128K +$2.48K +6 +2%
TFGT
2444
TS Financial Group (TSFG)
Illinois
$127K – – –
SC
2445
Solstein Capital
California
$125K – – –
RDFA
2446
Ritter Daniher Financial Advisory
Ohio
$124K – – –
BFG
2447
Baron Financial Group
New Jersey
$119K – – –
BC
2448
Burleson & Co
California
$118K – – –
RFP
2449
Roth Financial Partners
Texas
$114K – – –
TFM
2450
TFC Financial Management
Massachusetts
$110K – – –
96 97
98
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