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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1451
Cranbrook Wealth Management
Michigan
$150K +$152K +2,172 New
MSFP
1452
Mark Sheptoff Financial Planning
Connecticut
$149K -$312K -4,473 -67%
LWM
1453
Lenox Wealth Management
Ohio
$145K -$17.4K -249 -11%
HI
1454
Hudock Inc
Pennsylvania
$142K +$419 +6 +0.3%
CFN
1455
Cordasco Financial Network
Florida
$142K +$17.4K +250 +14%
DOA
1456
D'Orazio & Associates
Virginia
$140K +$60.7K +870 +75%
SC
1457
SRB Corp
Massachusetts
$139K +$19.5K +280 +16%
SCP
1458
Syntal Capital Partners
Texas
$139K +$27.4K +393 +24%
AIM
1459
Advantage Investment Management
Iowa
$133K +$134K +1,920 New
CLOS
1460
Compagnie Lombard Odier SCmA
Switzerland
$128K -$1.12M -15,987 -90%
IWC
1461
Integrated Wealth Counsel
California
$125K – – –
TFO
1462
Tarbox Family Office
California
$120K +$558 +8 +0.5%
JFA
1463
JNBA Financial Advisors
Minnesota
$99K – – –
AWM
1464
AllSquare Wealth Management
New York
$93K +$94.2K +1,350 New
PCTC
1465
Perkins Coie Trust Company
Washington
$92K – – –
CHP
1466
Cable Hill Partners
Oregon
$92K +$93.2K +1,335 New
CFG
1467
CKW Financial Group
Hawaii
$91K – – –
DIA
1468
Davidson Investment Advisors
Montana
$91K – – –
AWM
1469
Avior Wealth Management
Nebraska
$88K +$21.1K +303 +31%
TC
1470
TradeLink Capital
Illinois
$84K -$83.8K -1,200 -50%
VIA
1471
Vantage Investment Advisors
Pennsylvania
$81K +$15.8K +226 +24%
GWA
1472
Genesis Wealth Advisors
Massachusetts
$81K +$83.6K +1,198 New
CWM
1473
Catamount Wealth Management
Connecticut
$80K +$80.5K +1,154 New
MCM
1474
MV Capital Management
Maryland
$79K +$79.9K +1,144 New
F
1475
FolioMetrix
Nebraska
$78K +$81.3K +1,165 New
57 58
59
60 61