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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1276
Liberty Wealth Management
California
$27K +$288 +1 +1%
RA
1277
Rational Advisors
New York
$27K +$12.7K +44 +94%
AA
1278
Advisory Alpha
Michigan
$27K +$26.2K +91 New
PFS
1279
Prospera Financial Services
Texas
$25K -$3.47M -12,076 -99%
MLFP
1280
MPS Loria Financial Planners
Illinois
$25K – – –
PW
1281
Price Wealth
Texas
$24K -$2.59K -9 -10%
RIM
1282
Rockbridge Investment Management
New York
$24K – – –
PO
1283
Private Ocean
California
$23K -$19.6K -68 -47%
BWA
1284
Burt Wealth Advisors
Maryland
$23K – – –
RWM
1285
Raffa Wealth Management
District of Columbia
$22K – – –
MSFP
1286
Mark Sheptoff Financial Planning
Connecticut
$22K – – –
SWA
1287
Sutton Wealth Advisors
Florida
$21.4K – – –
AP
1288
Atwood & Palmer
Missouri
$21K – – –
JWA
1289
JFS Wealth Advisors
Pennsylvania
$21K – – –
MWP
1290
Meridian Wealth Partners
Pennsylvania
$21K +$20.4K +71 New
TPWA
1291
TRUE Private Wealth Advisors
Oregon
$20K -$445K -1,546 -96%
LWA
1292
Lenox Wealth Advisors
New York
$20K -$44.3K -154 -70%
GCM
1293
Gables Capital Management
Florida
$18K – – –
PFO
1294
Pathstone Family Office
New Jersey
$18K – – –
SIM
1295
Sonora Investment Management
Arizona
$18K – – –
CIAS
1296
CBIZ Investment Advisory Services
Ohio
$17K – – –
SC
1297
Solstein Capital
California
$17K – – –
HCP
1298
Hexagon Capital Partners
Arkansas
$17K +$17.3K +60 New
EWM
1299
Endurance Wealth Management
Rhode Island
$15K – – –
VRM
1300
Vectors Research Management
New York
$15K – – –
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