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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1926
Legend Financial Advisors
Pennsylvania
$16.7K +$17.5K +74 New
MTIC
1927
Missouri Trust & Investment Company
Missouri
$16K – – –
WWMSC
1928
Wagner Wealth Management (South Carolina)
South Carolina
$16K – – –
CM
1929
Cornerstone Management
Georgia
$15.4K – – –
NC
1930
NewSquare Capital
Pennsylvania
$15K -$63.2K -268 -80%
HWM
1931
Horizons Wealth Management
North Carolina
$15K – – –
PO
1932
Private Ocean
California
$15K – – –
PGAM
1933
Princeton Global Asset Management
New Jersey
$14K – – –
PP
1934
PFS Partners
New Jersey
$13.3K – – –
TC
1935
Truvestments Capital
Florida
$13K – – –
TCWA
1936
Ten Capital Wealth Advisors
Washington
$13K +$13.2K +56 New
TFGT
1937
TS Financial Group (TSFG)
Illinois
$11K – – –
TF
1938
TimeScale Financial
Massachusetts
$11K +$11.6K +49 New
BCMLT
1939
Beacon Capital Management LLC (Tennessee)
Tennessee
$10K – – –
TJHA
1940
Thomas J. Herzfeld Advisors
Florida
$9K – – –
AWM
1941
Abound Wealth Management
Tennessee
$8.38K +$8.73K +37 New
GAG
1942
Goodman Advisory Group
Massachusetts
$6K – – –
NF
1943
Norwood Financial
Pennsylvania
$6K – – –
SCA
1944
Stuart Chaussee & Associates
California
$6K – – –
WAM
1945
Worth Asset Management
Texas
$6K – – –
BCPWM
1946
Bradley & Co Private Wealth Management
Florida
$5K – – –
EAM
1947
Eukles Asset Management
Ohio
$5K – – –
MFT
1948
Moisand Fitzgerald Tamayo
Florida
$5K +$4.95K +21 New
CA
1949
Cetera Advisors
Colorado
$5K +$1.81M +7,659 +53%
WWP
1950
WR Wealth Planners
Missouri
$4.3K -$41.3K -175 -90%
76 77
78
79 80