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Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
2326
NuWave Investment Management
New Jersey
$62K -$457K -8,799 -87%
CIM
2327
Contravisory Investment Management
Massachusetts
$62K – – –
BHWM
2328
Bay Harbor Wealth Management
Maryland
$57K -$3.07K -59 -5%
LWS
2329
Lucia Wealth Services
California
$57K – – –
CFN
2330
Cordasco Financial Network
Florida
$56K +$26.1K +502 +78%
SFA
2331
Semmax Financial Advisors
North Carolina
$55K -$1.14K -22 -2%
CFD
2332
Creative Financial Designs
Indiana
$48K -$1.51K -29 -3%
CAGAS
2333
Capital Advisory Group Advisory Services
Minnesota
$45K -$29.1K -559 -38%
AWMS
2334
Advocacy Wealth Management Services
Georgia
$44K -$8.57K -165 -16%
AJ
2335
Ashburton (Jersey)
Jersey
$44K – – –
RCC
2336
Red Cedar Capital
Nebraska
$44K – – –
HL
2337
Harding Loevner
New Jersey
$42K – – –
PWP
2338
Personal Wealth Partners
Minnesota
$42K +$2.23K +43 +5%
KC
2339
Knuff & Co
California
$41K -$9.36K -180 -18%
HS
2340
Horan Securities
United States
$38K – – –
MFT
2341
Moisand Fitzgerald Tamayo
Florida
$38K – – –
APSP
2342
Asset Planning Services (Pennsylvania)
Pennsylvania
$37K – – –
FEG
2343
Financial Enhancement Group
Indiana
$36K – – –
JAM
2344
JCIC Asset Management
Ontario, Canada
$35K – – –
CMBA
2345
C.M. Bidwell & Associates
Hawaii
$30K -$463K -8,900 -94%
LWA
2346
Lowe Wealth Advisors
Maryland
$30K -$5.2K -100 -14%
IF
2347
Ironwood Financial
Arizona
$30K – – –
ST
2348
Sageworth Trust
Pennsylvania
$25K – – –
EWM
2349
Elmwood Wealth Management
California
$20K – – –
FFW
2350
Fusion Family Wealth
New York
$16K -$495K -9,518 -97%
92 93
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