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Name Holding Trade Value Shares
Change 		Change in
Stake
GWSA
1051
Global Wealth Strategies & Associates
Colorado
$7.99K – – –
LOIP
1052
Live Oak Investment Partners
Texas
$7.84K – – –
PP
1053
PFS Partners
New Jersey
$7.65K +$133 +1 +2%
AWM
1054
AllSquare Wealth Management
New York
$7.13K – – –
SC
1055
Stephens Consulting
Michigan
$7.13K – – –
CT
1056
Clearstead Trust
Maine
$7.13K +$6.67K +50 New
GIM
1057
Gold Investment Management
Alberta, Canada
$7.13K +$6.67K +50 New
FBC
1058
Fairfield, Bush & Co
Connecticut
$6.84K +$6.4K +48 New
PA
1059
PSI Advisors
Florida
$6.77K +$133 +1 +2%
VWM
1060
Venturi Wealth Management
Texas
$6.7K -$787K -5,900 -99%
HWM
1061
HighMark Wealth Management
Minnesota
$6.7K +$6.27K +47 New
WPA
1062
West Paces Advisors
Georgia
$6.13K +$400 +3 +8%
BCMLT
1063
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.9K -$3.47K -26 -37%
JWM
1064
Janiczek Wealth Management
Colorado
$5.7K -$28.3K -212 -84%
MWM
1065
Mascoma Wealth Management
New Hampshire
$5.7K – – –
PWMG
1066
Private Wealth Management Group
New Jersey
$5.56K +$5.2K +39 New
KFI
1067
Key Financial Inc
Pennsylvania
$5.42K – – –
FFC
1068
First Financial Corp
Indiana
$4.99K -$42.7K -320 -90%
RCM
1069
Raleigh Capital Management
North Carolina
$4.73K -$28.3K -212 -87%
PWMG
1070
Provence Wealth Management Group
California
$4.71K – – –
IRC
1071
Investors Research Corp
Georgia
$4.42K – – –
DFA
1072
DHJJ Financial Advisors
Illinois
$4.28K – – –
ITIM
1073
Indiana Trust & Investment Management
Indiana
$4.28K – – –
WIM
1074
Westside Investment Management
California
$3.71K – – –
AA
1075
Ancora Advisors
Ohio
$3.56K – – –
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