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Name Holding Trade Value Shares
Change 		Change in
Stake
SSWG
3001
Seven Springs Wealth Group
Tennessee
$19K – – –
IA
3002
Inspire Advisors
Idaho
$18K +$17K +83 New
DCM
3003
Disciplina Capital Management
Tennessee
$17.1K +$16K +78 New
HL
3004
Harding Loevner
New Jersey
$17K – – –
FGAM
3005
Financial Gravity Asset Management
Texas
$17K +$16.4K +80 New
RDFA
3006
Ritter Daniher Financial Advisory
Ohio
$16K +$15.1K +74 New
SIAP
3007
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$14K +$614 +3 +2%
CWM
3008
Cranbrook Wealth Management
Michigan
$14K +$4.91K +24 +63%
TI
3009
Truehand Inc
New Hampshire
$13K – – –
MFT
3010
Moisand Fitzgerald Tamayo
Florida
$11K – – –
H
3011
Hexavest
Quebec, Canada
$10K – – –
CMBA
3012
C.M. Bidwell & Associates
Hawaii
$9K -$191K -933 -96%
RIM
3013
Ranger Investment Management
Texas
$9K -$2.46K -12 -22%
HF
3014
Halpern Financial
Virginia
$8.09K -$4.91K -24 -39%
TJHA
3015
Thomas J. Herzfeld Advisors
Florida
$7K – – –
SFP
3016
Sterling Financial Planning
New Jersey
$7K +$6.14K +30 New
SA
3017
SRH Advisors
Kansas
$6K – – –
CWA
3018
Carolina Wealth Advisors
South Carolina
$5K -$6.96K -34 -60%
UFF
3019
USA Financial Formulas
Michigan
$5K -$5.93K -29 -58%
LIM
3020
Longfellow Investment Management
Massachusetts
$5K +$3.89K +19 New
APP
3021
Alpha Paradigm Partners
Illinois
$5K +$4.5K +22 New
CIA
3022
CSat Investment Advisory
Michigan
$2K -$1.04M -5,103 -100%
TI
3023
tru Independence
Oregon
$428 +$114K +556 +40%
BIP
3024
Blueprint Investment Partners
North Carolina
$239 -$223K -1,091 -100%
WIM
3025
Westside Investment Management
California
$137 +$15.6K +76 +14%
119 120
121
122 123