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Name Holding Trade Value Shares
Change 		Change in
Stake
ARMC
2901
American Research & Management Company
Massachusetts
$160K -$12K -57 -7%
BSG
2902
Black Swift Group
Colorado
$159K – – –
MIHAS
2903
Maj Invest Holding A/S
Denmark
$159K – – –
MWP
2904
Meridian Wealth Partners
Pennsylvania
$159K +$7.16K +34 +5%
SWG
2905
Summit Wealth Group
Vermont
$151K +$150K +711 New
FFA
2906
Freedman Financial Associates
Massachusetts
$149K – – –
NIC
2907
Northwest Investment Counselors
Oregon
$149K +$148K +705 New
HCM
2908
Highlander Capital Management
New Jersey
$148K – – –
TF
2909
TimeScale Financial
Massachusetts
$147K +$210 +1 +0.1%
LAM
2910
Lountzis Asset Management
Pennsylvania
$146K – – –
TLFA
2911
True Link Financial Advisors
California
$145K – – –
TC
2912
Truvestments Capital
Florida
$144K +$14.1K +67 +11%
CIA
2913
Cascade Investment Advisors
Oregon
$141K – – –
AWM
2914
Accel Wealth Management
Iowa
$139K +$26.9K +128 +24%
LWP
2915
Laurel Wealth Planning
Minnesota
$136K – – –
VRM
2916
Vectors Research Management
New York
$135K -$57.9K -275 -30%
LWA
2917
Lowe Wealth Advisors
Maryland
$132K -$24K -114 -15%
ETI
2918
Enterprise Trust & Investment
California
$130K – – –
ONST
2919
Old North State Trust
North Carolina
$129K – – –
BC
2920
Burleson & Co
California
$129K +$129K +611 New
TFIPS
2921
Towarzystwo Funduszy Inwestycyjnych PZU SA
$127K +$6.32K +30 +5%
CAL
2922
Capital Advisors Ltd
Ohio
$124K – – –
SIS
2923
Sound Income Strategies
Florida
$124K +$4.63K +22 +4%
TFGT
2924
TS Financial Group (TSFG)
Illinois
$121K -$20.2K -96 -14%
ICM
2925
Islay Capital Management
Texas
$120K -$76.8K -365 -39%
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