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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1001
Fairfield Financial Advisors
Massachusetts
$9.19K – – –
DJSG
1002
D.J. St. Germain
Massachusetts
$8.92K – – –
RCM
1003
Raleigh Capital Management
North Carolina
$8.69K +$1.79K +13 +26%
CWC
1004
Carolinas Wealth Consulting
North Carolina
$8.04K +$552 +4 +6%
CWP
1005
Concord Wealth Partners
Virginia
$7.96K -$2.07K -15 -21%
SIS
1006
Sound Income Strategies
Florida
$7.96K +$5.25K +38 +190%
ZB
1007
Zions Bancorporation
Utah
$7.41K +$4K +29 +116%
SWA
1008
Sutton Wealth Advisors
Florida
$7.41K +$4.14K +30 +125%
MIM
1009
Macroview Investment Management
Maryland
$7.13K -$10.1K -73 -58%
CFS
1010
CGC Financial Services
Oregon
$7.13K -$4.56K -33 -39%
WAS
1011
Winch Advisory Services
Wisconsin
$7K – – –
FMP
1012
Financial Management Professionals
Texas
$7K +$690 +5 +11%
SSG
1013
Summit Securities Group
New York
$7K +$6.63K +48 New
GGI
1014
Godsey & Gibb Inc
Virginia
$6.86K – – –
NA
1015
Nordwand Advisors
Pennsylvania
$6.86K – – –
TJHA
1016
Thomas J. Herzfeld Advisors
Florida
$6.86K – – –
PA
1017
PSI Advisors
Florida
$6.86K -$5.52K -40 -44%
HGERS
1018
Householder Group Estate & Retirement Specialist
Arizona
$6.59K +$6.63K +48 New
CQS
1019
Credential Qtrade Securities
$6.31K – – –
MHR
1020
Matthew Hamilton Rosenberg
$6.17K – – –
CMP
1021
Coston McIsaac & Partners
Maine
$6K – – –
BBPWM
1022
Blue Bell Private Wealth Management
Pennsylvania
$5.49K -$828 -6 -13%
NC
1023
NewSquare Capital
Pennsylvania
$5.35K -$5.25K -38 -49%
HFM
1024
Hartford Financial Management
Connecticut
$4.8K – – –
CPG
1025
Cornerstone Planning Group
New Jersey
$4.67K +$2.07K +15 +79%
39 40
41
42 43