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Name Holding Trade Value Shares
Change 		Change in
Stake
HPBT
1701
High Point Bank & Trust
North Carolina
$113K – – –
SHJ
1702
Sharkey, Howes & Javer
Colorado
$111K +$51 +2 +0.1%
BKA
1703
Brick & Kyle Associates
Pennsylvania
$109K -$12.9K -500 -12%
RP
1704
Rowlandmiller & Partners
Georgia
$108K +$97.8K +3,803 New
CFG
1705
CKW Financial Group
Hawaii
$100K – – –
FMP
1706
Financial Management Professionals
Texas
$99K – – –
RAM
1707
Riggs Asset Management
Pennsylvania
$95K – – –
BWP
1708
Baldwin Wealth Partners
Massachusetts
$93K -$1.56M -60,689 -95%
GBT
1709
Grove Bank & Trust
Florida
$87K – – –
MA
1710
MCF Advisors
Kentucky
$86K +$23.6K +916 +44%
MSFP
1711
Mark Sheptoff Financial Planning
Connecticut
$85K – – –
CFN
1712
Cordasco Financial Network
Florida
$83K – – –
LWM
1713
Lenox Wealth Management
Ohio
$81K -$14.8K -576 -17%
PIM
1714
Parasol Investment Management
Illinois
$77K +$15.4K +600 +29%
BWA
1715
Burt Wealth Advisors
Maryland
$72K +$978 +38 +2%
KT
1716
Kanaly Trust
Texas
$64K -$206 -8 -0.4%
AIM
1717
Arcadia Investment Management
Michigan
$64K – – –
SLF
1718
Sun Life Financial
Ontario, Canada
$63.8K +$57.6K +2,240 New
GXMC
1719
Global X Management Company
New York
$60K +$31.7K +1,231 +141%
DPA
1720
Delphi Private Advisors
California
$58K -$5.38K -209 -9%
AWM
1721
Avior Wealth Management
Nebraska
$54K +$20.9K +811 +76%
DOA
1722
D'Orazio & Associates
Virginia
$54K +$21.4K +830 +75%
WOC
1723
West Oak Capital
California
$51.2K – – –
RI
1724
Redwood Investments
Massachusetts
$51K – – –
TFO
1725
Tarbox Family Office
California
$46K -$1.42K -55 -3%
67 68
69
70 71