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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1951
Sageworth Trust
Pennsylvania
$48K +$48.3K +456 New
CCMW
1952
Cypress Capital Management (Wyoming)
Wyoming
$47.8K -$5.4K -51 -10%
CFN
1953
Cordasco Financial Network
Florida
$43K -$127K -1,200 -74%
WCM
1954
Wealthcare Capital Management
Virginia
$43K – – –
HWP
1955
Hefty Wealth Partners
Indiana
$42K +$6.99K +66 +19%
IF
1956
Ironwood Financial
Arizona
$38K – – –
MSFP
1957
Mark Sheptoff Financial Planning
Connecticut
$37K -$63.7K -601 -63%
RBC
1958
Roble Belko & Company
Pennsylvania
$34K – – –
TDC
1959
Thompson Davis & Co
Virginia
$33K -$87.7K -828 -72%
AWMS
1960
Advocacy Wealth Management Services
Georgia
$33K – – –
WAS
1961
WESPAC Advisors SoCal
California
$30K +$10.6K +100 +52%
SFPIA
1962
Stevens First Principles Investment Advisors
California
$27K – – –
UWPG
1963
Ullmann Wealth Partners Group
Florida
$27K – – –
BGC
1964
Blue Granite Capital
South Carolina
$26K – – –
APSP
1965
Asset Planning Services (Pennsylvania)
Pennsylvania
$24K +$212 +2 +0.9%
CWM
1966
Cranbrook Wealth Management
Michigan
$23K – – –
LYV
1967
Live Your Vision
Pennsylvania
$22K – – –
PS
1968
Portfolio Solutions
Michigan
$22K – – –
TWMP
1969
Taylor Wealth Management Partners
Massachusetts
$21K – – –
GWA
1970
Guidant Wealth Advisors
Illinois
$20K – – –
CFA
1971
Camarda Financial Advisors
Florida
$17K -$8.05K -76 -32%
CFG
1972
CKW Financial Group
Hawaii
$17K +$106 +1 +0.6%
SIA
1973
SeaBridge Investment Advisors
New Jersey
$16K – – –
BIMC
1974
Benson Investment Management Company
Virginia
$11K – – –
CAL
1975
Capital Advisors Ltd
Ohio
$9K – – –
77 78
79
80 81