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Name Holding Trade Value Shares
Change
Change in
Stake
AFS
601
Annapolis Financial Services
Maryland
$2K – – –
APWA
602
Atlas Private Wealth Advisors
New Jersey
$2K – – –
ACM
603
AUA Capital Management
Pennsylvania
$2K – – –
BWM
604
Baystate Wealth Management
Massachusetts
$2K – – –
BG
605
Bollard Group
Massachusetts
$2K – – –
COCM
606
Charter Oak Capital Management
New Hampshire
$2K – – –
CFG
607
CKW Financial Group
Hawaii
$2K – – –
DMK
608
David M. Knott
$2K – – –
HRC
609
Hoertkorn Richard Charles
$2K – – –
IF
610
Ironwood Financial
Arizona
$2K – – –
MCM
611
Manchester Capital Management
Vermont
$2K – – –
MAWCM
612
Mine & Arao Wealth Creation & Management
California
$2K – – –
OIA
613
Optimum Investment Advisors
Illinois
$2K – – –
PWM
614
Prentice Wealth Management
New York
$2K – – –
RFA
615
Reilly Financial Advisors
California
$2K – – –
TFGT
616
TS Financial Group (TSFG)
Illinois
$2K – – –
FNBOSM
617
First National Bank of South Miami
Florida
$2K +$517 +6 +30%
SQA
618
Simon Quick Advisors
New Jersey
$2K +$947 +11 +55%
KIG
619
Kowal Investment Group
Wisconsin
$2K +$1.64K +19 New
CI Investments Inc
620
CI Investments Inc
Ontario, Canada
$2K +$1.89K +22 New
TF
621
Tompkins Financial
New York
$2K +$2.07K +24 New
KIG
622
Kessler Investment Group
Indiana
$2K +$2.24K +26 New
WQ
623
Wealth Quarterback
New Jersey
$2K +$271K +3,152 +7,330%
LSA
624
Leonteq Securities AG
Switzerland
$1.81K – – –
LTI
625
Laffer Tengler Investments
Tennessee
$1.72K +$1.72K +20 New