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Name Holding Trade Value Shares
Change 		Change in
Stake
CFN
2476
Cordasco Financial Network
Florida
$158K +$93K +790 +150%
RAM
2477
Riggs Asset Management
Pennsylvania
$157K +$11.8K +100 +8%
LF
2478
Lee Financial
Texas
$151K – – –
LWS
2479
Lucia Wealth Services
California
$150K – – –
SMG
2480
Spectrum Management Group
Indiana
$150K – – –
IFA
2481
Interactive Financial Advisors
Illinois
$149K – – –
SIAS
2482
Shine Investment Advisory Services
Colorado
$148K -$824 -7 -0.6%
EWM
2483
EPG Wealth Management
Georgia
$143K +$140K +1,188 New
LWM
2484
Lenox Wealth Management
Ohio
$141K -$15.5K -132 -10%
FGAM
2485
Financial Gravity Asset Management
Texas
$139K +$12.5K +106 +70%
PWP
2486
Personal Wealth Partners
Minnesota
$137K – – –
MWA
2487
Moser Wealth Advisors
Washington
$134K +$131K +1,110 New
CIM
2488
Contravisory Investment Management
Massachusetts
$133K – – –
TFA
2489
Toth Financial Advisory
Virginia
$132K -$52.4K -445 -29%
LFG
2490
LifePlan Financial Group
Ohio
$130K +$6.01K +51 +5%
DI
2491
Disciplined Investments
Oklahoma
$129K +$126K +1,068 New
HFS
2492
HBC Financial Services
Washington
$126K +$123K +1,042 New
CAL
2493
Capital Advisors Ltd
Ohio
$125K +$47.1K +400 +63%
SAS
2494
Stelac Advisory Services
New York
$124K +$707 +6 +0.6%
MWP
2495
Meridian Wealth Partners
Pennsylvania
$124K +$122K +1,032 New
CSC
2496
Cove Street Capital
California
$121K – – –
FWC
2497
First Washington Corp
Washington
$121K – – –
FEG
2498
Financial Enhancement Group
Indiana
$120K – – –
ED
2499
Exane Derivatives
France
$119K +$120K +1,023 New
PFO
2500
Pathstone Family Office
New Jersey
$118K -$35.9K -305 -24%
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