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Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1901
Bay Harbor Wealth Management
Maryland
$39K -$7.68K -77 -17%
CWM
1902
Cranbrook Wealth Management
Michigan
$38K – – –
CSPAM
1903
Cary Street Partners Asset Management
Virginia
$38K +$37K +371 New
CPFP
1904
Clear Perspectives Financial Planning
Ohio
$38K +$37.3K +374 New
TFA
1905
Toth Financial Advisory
Virginia
$35K -$15.2K -152 -31%
SFA
1906
Semmax Financial Advisors
North Carolina
$33K +$24K +241 New
PP
1907
PrairieView Partners
Minnesota
$32K – – –
PP
1908
Paloma Partners
Connecticut
$31K -$2.11M -21,200 -99%
SMG
1909
Spectrum Management Group
Indiana
$31K -$13.3K -133 -31%
AP
1910
Arlington Partners
Alabama
$31K – – –
CFFP
1911
Center for Financial Planning
Michigan
$31K +$18.1K +181 +146%
AWM
1912
Activest Wealth Management
Florida
$31K +$30.1K +302 +30,200%
DWA
1913
Delos Wealth Advisors
Texas
$30K +$15K +150 +102%
KFI
1914
Key Financial Inc
Pennsylvania
$29K – – –
KA
1915
Kozak & Associates
Colorado
$29K – – –
BDS
1916
Banco de Sabadell
Florida
$28K +$27.2K +273 New
GM
1917
GeoWealth Management
Illinois
$27K -$190K -1,902 -88%
AA
1918
AlphaMark Advisors
Kentucky
$27K – – –
GIA
1919
Goodwin Investment Advisory
Georgia
$27K +$26.1K +262 New
ZIG
1920
Zullo Investment Group
Pennsylvania
$26K – – –
ARIS
1921
Advanced Research Investment Solutions
California
$25K -$15K -150 -38%
AWM
1922
AllSquare Wealth Management
New York
$25K -$3.89K -39 -14%
IWMWV
1923
Ironwood Wealth Management (West Virginia)
West Virginia
$24K – – –
AFS
1924
Annapolis Financial Services
Maryland
$24K +$23.6K +237 +11,850%
HF
1925
Halpern Financial
Virginia
$23.5K +$22.9K +230 New
75 76
77
78 79