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Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
801
TCI Wealth Advisors
Arizona
$17K – – –
HB
802
Horizon Bancorp
Indiana
$15K -$6.23K -30 -30%
NC
803
NewSquare Capital
Pennsylvania
$15K – – –
WAS
804
Winch Advisory Services
Wisconsin
$15K +$4.57K +22 +44%
RG
805
Retirement Group
California
$15K +$14.5K +70 New
BFC
806
Bedel Financial Consulting
Indiana
$14K – – –
SIS
807
Sound Income Strategies
Florida
$14K +$13.5K +65 New
AIC
808
Archer Investment Corporation
Indiana
$13.6K +$6.23K +30 +91%
MCM
809
Manchester Capital Management
Vermont
$12K +$11.4K +55 New
VAIA
810
Virtus Alternative Investment Advisers
Connecticut
$11K -$16.6K -80 -61%
MSFP
811
Mark Sheptoff Financial Planning
Connecticut
$11K +$10.4K +50 New
KFS
812
Kelly Financial Services
Massachusetts
$10.8K – – –
TCOV
813
Trust Company of Vermont
Vermont
$10K -$21.4K -103 -69%
ABC
814
Associated Banc-Corp
Wisconsin
$9K – – –
LWM
815
Liberty Wealth Management
California
$8K +$1.04K +5 +16%
WB
816
Webster Bank
Connecticut
$8K +$7.26K +35 New
EWM
817
Elmwood Wealth Management
California
$6K – – –
IF
818
Ironwood Financial
Arizona
$6K +$6.23K +30 New
CSPIA
819
Cary Street Partners Investment Advisory
Virginia
$5K +$5.19K +25 New
MPWT
820
MassMutual Private Wealth & Trust
Connecticut
$5K +$5.19K +25 New
RWM
821
Raffa Wealth Management
District of Columbia
$4.74K – – –
FNBOSM
822
First National Bank of South Miami
Florida
$4K -$6.23K -30 -60%
BWM
823
BerganKDV Wealth Management
Minnesota
$4K +$830 +4 +29%
TFO
824
Tarbox Family Office
California
$4K +$1.87K +9 +90%
CA
825
Clearstead Advisors
Ohio
$4K +$4.15K +20 New
31 32
33
34 35