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Name Holding Trade Value Shares
Change 		Change in
Stake
AWMS
2801
Advocacy Wealth Management Services
Georgia
$31K – – –
CFG
2802
CKW Financial Group
Hawaii
$31K – – –
NCM
2803
New Capital Management
Texas
$28K +$10.8K +181 +60%
CWM
2804
Cranbrook Wealth Management
Michigan
$26K -$13.1K -221 -33%
KFAA
2805
Klaas Financial Asset Advisors
Illinois
$26K +$26.7K +450 New
FPW
2806
Flagship Private Wealth
Massachusetts
$21.2K +$22.9K +385 New
CCM
2807
Cribstone Capital Management
Maine
$19K – – –
UOTTAIMCU
2808
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$19K +$18.7K +315 New
CDIA
2809
Capital Directions Investment Advisors
Georgia
$18K – – –
KIG
2810
Kessler Investment Group
Indiana
$18K – – –
MAM
2811
McCarthy Asset Management
California
$18K +$17.8K +300 New
MFM
2812
MD Financial Management
Ontario, Canada
$18K +$18.5K +311 New
IA
2813
IFS Advisors
Kansas
$18K +$18.9K +318 New
HI
2814
Hoey Investments
Pennsylvania
$17K – – –
AFIA
2815
America First Investment Advisors
Nebraska
$15K – – –
BAMG
2816
Brand Asset Management Group
Missouri
$13K -$53.8K -905 -81%
MS
2817
Mizuho Securities
Japan
$12K -$75.7K -1,274 -86%
IPW
2818
IronBridge Private Wealth
Texas
$12K +$11.9K +200 New
AW
2819
Avion Wealth
Texas
$9K -$27.1K -457 -75%
BSG
2820
Black Swift Group
Colorado
$9K +$9.5K +160 New
RDFA
2821
Ritter Daniher Financial Advisory
Ohio
$8K +$7.66K +129 New
SGAM
2822
Smith Group Asset Management
Texas
$7K – – –
TJHA
2823
Thomas J. Herzfeld Advisors
Florida
$7K – – –
GC
2824
Globeflex Capital
California
$6K – – –
IHWM
2825
Iron Horse Wealth Management
Iowa
$6K +$5.82K +98 New
111 112
113
114 115