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Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
3001
TFC Financial Management
Massachusetts
$57K -$3.52K -15 -6%
CAC
3002
Core Alternative Capital
Georgia
$55K +$58.4K +249 New
RBC
3003
Roble Belko & Company
Pennsylvania
$50K – – –
HGWM
3004
Harvest Group Wealth Management
Massachusetts
$47K – – –
AW
3005
Avion Wealth
Texas
$47K +$9.38K +40 +24%
IRC
3006
Investors Research Corp
Georgia
$46K – – –
CFG
3007
CKW Financial Group
Hawaii
$46K +$46.9K +200 New
ST
3008
Sageworth Trust
Pennsylvania
$45K -$50.4K -215 -52%
EIM
3009
Essex Investment Management
Massachusetts
$44K – – –
TCM
3010
TD Capital Management
Tennessee
$44K – – –
IWP
3011
IAG Wealth Partners
Wisconsin
$43K +$1.64K +7 +4%
CMA
3012
Cedar Mountain Advisors
Oregon
$42K +$7.5K +32 +20%
SJIM
3013
St. Johns Investment Management
Florida
$41K – – –
EAM
3014
Eukles Asset Management
Ohio
$39K -$156K -665 -79%
SSC
3015
Syverson Strege & Co
Iowa
$39K +$234 +1 +0.6%
DCM
3016
Disciplina Capital Management
Tennessee
$38.9K +$2.11K +9 +5%
VNA
3017
Valley National Advisers
Pennsylvania
$36K -$18.8K -80 -33%
SFO
3018
Standard Family Office
South Dakota
$33K -$3.16M -13,495 -99%
MFA
3019
McClarren Financial Advisors
Pennsylvania
$33K +$11K +47 +47%
AWM
3020
Avondale Wealth Management
Texas
$32K -$35.2K -150 -51%
BAM
3021
Baldrige Asset Management
Pennsylvania
$30K -$8.21K -35 -20%
MG
3022
MilWealth Group
Wisconsin
$29.2K +$30.7K +131 New
AA
3023
AlphaMark Advisors
Kentucky
$29K – – –
CWM
3024
Cranbrook Wealth Management
Michigan
$29K +$21.1K +90 +237%
FCM
3025
Firestone Capital Management
Florida
$28K – – –
119 120
121
122 123