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Name Holding Trade Value Shares
Change 		Change in
Stake
KC
1751
Knuff & Co
California
$11K +$13K +174 New
EI
1752
Ellevest Inc
New York
$10K +$11.2K +150 New
SFA
1753
Semmax Financial Advisors
North Carolina
$10K +$11.6K +156 New
GWA
1754
Guidant Wealth Advisors
Illinois
$8K – – –
LWM
1755
Liberty Wealth Management
California
$8K +$10.1K +135 New
BAMG
1756
Brand Asset Management Group
Missouri
$7K – – –
NC
1757
NewSquare Capital
Pennsylvania
$7K – – –
JGIA
1758
Jackson Grant Investment Advisers
Connecticut
$7K +$8.29K +111 New
WAS
1759
WESPAC Advisors SoCal
California
$6K – – –
GAM
1760
Guinness Asset Management
United Kingdom
$6K +$1.87K +25 +34%
DWM
1761
Destination Wealth Management
California
$6K +$7.17K +96 New
CWM
1762
Cedar Wealth Management
California
$5K +$5.45K +73 New
BOPW
1763
Brandywine Oak Private Wealth
Pennsylvania
$5K +$6.79K +91 New
HWM
1764
Holloway Wealth Management
Florida
$4K – – –
WPW
1765
Winthrop Partners - WNY
New York
$3.47K – – –
CMBA
1766
C.M. Bidwell & Associates
Hawaii
$3K -$33K -442 -91%
PO
1767
Private Ocean
California
$3K – – –
CIA
1768
CSat Investment Advisory
Michigan
$3K +$373 +5 +15%
LFG
1769
LifePlan Financial Group
Ohio
$3K +$523 +7 +17%
NL
1770
NVWM LLC
Pennsylvania
$3K +$3.73K +50 New
FCMT
1771
Founders Capital Management (Texas)
Texas
$2K -$57.5K -770 -96%
NWM
1772
Northwest Wealth Management
Iowa
$2K – – –
IAS
1773
INR Advisory Services
Pennsylvania
$2K +$1.79K +24 New
BHWM
1774
Bay Harbor Wealth Management
Maryland
$2K +$2.09K +28 New
IAS
1775
IMA Advisory Services
Colorado
$2K +$2.46K +33 New
69 70
71
72 73