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Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
1851
Rockbridge Investment Management
New York
$56.2K -$202K -2,200 -80%
LS
1852
Leelyn Smith
Illinois
$55K -$81.8K -889 -62%
SIS
1853
Sound Income Strategies
Florida
$55K +$1.56K +17 +3%
UCB
1854
United Community Bank
South Carolina
$53.8K – – –
FWM
1855
Focused Wealth Management
New York
$53K -$267K -2,899 -85%
LWA
1856
Lenox Wealth Advisors
New York
$53K +$3.13K +34 +7%
TWM
1857
Tradition Wealth Management
Minnesota
$52K +$92 +1 +0.2%
GIA
1858
GHP Investment Advisors
Colorado
$51K +$46.8K +509 New
PP
1859
PFS Partners
New Jersey
$50.8K -$19.9K -216 -30%
LFG
1860
Larson Financial Group
Missouri
$50K -$37.9K -412 -45%
M1FG
1861
Mach-1 Financial Group
Arkansas
$50K – – –
CWM
1862
Curi Wealth Management
North Carolina
$50K +$46K +500 New
ACM
1863
Antonetti Capital Management
Florida
$49K – – –
LAS
1864
Lloyd Advisory Services
Georgia
$49K +$24.6K +267 +121%
MUMSS
1865
Mitsubishi UFJ Morgan Stanley Securities
Japan
$46K -$271K -2,947 -86%
TFO
1866
Tarbox Family Office
California
$46K -$22.8K -248 -35%
TFA
1867
Toth Financial Advisory
Virginia
$46K – – –
TVWM
1868
Tower View Wealth Management
Wisconsin
$45K -$4.6K -50 -10%
GFPC
1869
Global Financial Private Client
Florida
$44.7K – – –
FAG
1870
Fortitude Advisory Group
Washington
$44K -$2.48K -27 -6%
BHWM
1871
Bay Harbor Wealth Management
Maryland
$43K -$368 -4 -0.9%
SMG
1872
Spectrum Management Group
Indiana
$43K +$12.2K +133 +44%
CI
1873
Carroll Investors
South Carolina
$40K – – –
IBOK
1874
Independence Bank of Kentucky
Kentucky
$40K – – –
PFA
1875
Professional Financial Advisors
Nebraska
$40K +$276 +3 +0.7%
73 74
75
76 77