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ALC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
451
Concord Wealth Partners
Virginia
$26.5K – – –
EWP
452
Elevation Wealth Partners
California
$26.1K +$26.3K +370 New
FCA
453
FinTrust Capital Advisors
South Carolina
$25.1K – – –
GWM
454
Geneos Wealth Management
Colorado
$24.9K -$712 -10 -3%
CT
455
Cambridge Trust
Massachusetts
$23.8K – – –
PFSC
456
Peoples Financial Services Corp
Pennsylvania
$21.6K -$4.13K -58 -16%
AT
457
Avalon Trust
New Mexico
$21.2K +$21.3K +300 New
JFG
458
Jefferies Financial Group
New York
$21.2K +$21.3K +300 New
NSIM
459
North Star Investment Management
Illinois
$19.4K – – –
AWM
460
AllSquare Wealth Management
New York
$19.3K – – –
DCP
461
DSM Capital Partners
Florida
$19.1K +$2.85K +40 +17%
FP
462
Financial Perspectives
Minnesota
$19K – – –
NFSG
463
Newbridge Financial Services Group
Florida
$18.5K – – –
KFS
464
Kelly Financial Services
Massachusetts
$18.5K – – –
HGERS
465
Householder Group Estate & Retirement Specialist
Arizona
$18K -$854 -12 -4%
BWP
466
Baldwin Wealth Partners
Massachusetts
$17.6K -$16.4K -231 -48%
AF
467
Advisornet Financial
Minnesota
$17.5K +$2.85K +40 +19%
FMP
468
Financial Management Professionals
Texas
$17K +$2.99K +42 +20%
TCOV
469
Trust Company of Vermont
Vermont
$16.4K – – –
HWA
470
Heritage Wealth Advisors
Virginia
$15.8K – – –
TF
471
Tompkins Financial
New York
$15.5K – – –
CB
472
CNB Bank
Pennsylvania
$14.5K -$213 -3 -1%
EIM
473
Essex Investment Management
Massachusetts
$14.4K -$10.3K -145 -42%
PA
474
PSI Advisors
Florida
$14.1K – – –
CTA
475
Colonial Trust Advisors
South Carolina
$13.5K – – –
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19
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