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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2401
ForthRight Wealth Management
Georgia
$203K +$199K +1,999 New
CA
2402
Corrado Advisors
New Jersey
$201K – – –
1W
2403
1776 Wealth
Georgia
$200K -$29.1K -292 -13%
BIP
2404
Blueprint Investment Partners
North Carolina
$200K +$196K +1,969 New
MAM
2405
McCarthy Asset Management
California
$196K -$48.2K -483 -20%
BIA
2406
Bell Investment Advisors
California
$196K +$192K +1,929 New
HWMA
2407
Heritage Wealth Management (Arizona)
Arizona
$194K -$2.39K -24 -1%
AWM
2408
AllSquare Wealth Management
New York
$193K – – –
LWA
2409
Lenox Wealth Advisors
New York
$192K +$86.3K +865 +84%
AL
2410
ADE LLC
Maryland
$191K – – –
HFM
2411
Harvest Fund Management
China
$191K – – –
SFP
2412
Sterling Financial Planning
New Jersey
$190K – – –
AIL
2413
AGF Investments LLC
Ontario, Canada
$189K -$14K -140 -7%
T
2414
TOBAM
France
$185K +$42.3K +424 +30%
LC
2415
Lindbrook Capital
California
$184K +$47.3K +474 +35%
KFS
2416
Kelly Financial Services
Massachusetts
$184K -$11.8K -118 -6%
MAWCM
2417
Mine & Arao Wealth Creation & Management
California
$174K -$27.3K -274 -14%
IRC
2418
Investors Research Corp
Georgia
$171K – – –
BAM
2419
Bellevue Asset Management
Washington
$170K -$4.59K -46 -3%
RCM
2420
Regency Capital Management
Hawaii
$169K +$16.5K +165 +11%
CIM
2421
Contravisory Investment Management
Massachusetts
$159K – – –
FWM
2422
Focused Wealth Management
New York
$159K +$40.7K +408 +35%
TIM
2423
Tortoise Investment Management
New York
$153K -$59.8K -600 -28%
WAS
2424
Winch Advisory Services
Wisconsin
$146K +$11.6K +116 +9%
PWA
2425
Phoenix Wealth Advisors
North Carolina
$146K +$46.1K +462 +47%
95 96
97
98 99