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Name Holding Trade Value Shares
Change 		Change in
Stake
ARMC
1676
American Research & Management Company
Massachusetts
$124K +$11.8K +77 +13%
JPLA
1677
Joseph P. Lucia & Associates
New York
$122K +$42.3K +275 +71%
CWC
1678
Carolinas Wealth Consulting
North Carolina
$122K +$102K +663 New
PFO
1679
Pathstone Family Office
New Jersey
$119K -$46.1K -300 -32%
MAWCM
1680
Mine & Arao Wealth Creation & Management
California
$119K – – –
CWM
1681
Campbell Wealth Management
Virginia
$119K +$99.5K +647 New
CP
1682
Corbenic Partners
Pennsylvania
$117K -$4K -26 -4%
SIS
1683
Sound Income Strategies
Florida
$116K +$56.6K +368 +138%
CAGAS
1684
Capital Advisory Group Advisory Services
Minnesota
$115K +$77.6K +505 +407%
GFPC
1685
Global Financial Private Capital
Florida
$110K +$92.2K +600 New
FWM
1686
FSA Wealth Management
Massachusetts
$104K – – –
BCP
1687
Blue Chip Partners
Michigan
$103K +$86.4K +562 New
FP
1688
Financial Perspectives
Minnesota
$101K – – –
KFS
1689
Kelly Financial Services
Massachusetts
$101K +$20.3K +132 +32%
WPA
1690
West Paces Advisors
Georgia
$99.9K -$12.9K -84 -13%
BAMG
1691
Brand Asset Management Group
Missouri
$99K -$324K -2,107 -80%
MRG
1692
Milestone Resources Group
British Virgin Islands
$98K -$10.4M -67,516 -99%
MFT
1693
Moisand Fitzgerald Tamayo
Florida
$97K +$10.8K +70 +15%
MSFP
1694
Mark Sheptoff Financial Planning
Connecticut
$96K – – –
NCM
1695
New Capital Management
Texas
$92K +$76.9K +500 New
DWA
1696
Dougherty Wealth Advisers
Minnesota
$91K – – –
CMA
1697
Cedar Mountain Advisors
Oregon
$91K +$461 +3 +0.6%
WAS
1698
Winch Advisory Services
Wisconsin
$90K +$19.4K +126 +35%
CAL
1699
Capital Advisors Ltd
Ohio
$89K -$9.84K -64 -12%
PGAM
1700
Princeton Global Asset Management
New Jersey
$87K +$61.5K +400 +533%
66 67
68
69 70