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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1001
Bruderman Asset Management
New York
$23K +$3.21K +360 +13%
CC
1002
Claybrook Capital
Massachusetts
$23K +$26.2K +2,943 New
WDL
1003
Well Done LLC
Michigan
$23K +$26.2K +2,943 New
FA
1004
Fortis Advisors
Pennsylvania
$22K +$401 +45 +2%
RIA
1005
RPG Investment Advisory
California
$21K – – –
SPL
1006
Smart Portfolios LLC
Washington
$21K +$1.81K +203 +8%
ADL
1007
Asset Dedication LLC
California
$21K +$3.56K +400 +18%
CAW
1008
Cornerstone Advisors (Washington)
Washington
$21K +$9.72K +1,091 +66%
FNBOSM
1009
First National Bank of South Miami
Florida
$21K +$21.8K +2,450 New
IC
1010
Inscription Capital
Texas
$21K +$24.3K +2,721 New
TCM
1011
Tradewinds Capital Management
Washington
$20K -$17.6K -1,977 -43%
AF
1012
Arrow Financial
New York
$20K -$6.68K -750 -22%
RFWA
1013
RPg Family Wealth Advisory
Massachusetts
$19.6K – – –
SWA
1014
Sutton Wealth Advisors
Florida
$19.4K +$276 +31 +1%
CFG
1015
Citizens Financial Group
Rhode Island
$19K -$36.3K -4,072 -62%
SIAP
1016
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$19K -$35.4K -3,968 -61%
LWM
1017
Lenox Wealth Management
Ohio
$19K – – –
PH
1018
Pinnacle Holdings
Oklahoma
$18.9K +$80 +9 +0.4%
WOC
1019
West Oak Capital
California
$18.7K – – –
LWA
1020
Lowe Wealth Advisors
Maryland
$18K – – –
CFD
1021
Creative Financial Designs
Indiana
$18K +$971 +109 +5%
KCM
1022
Karp Capital Management
California
$18K +$20.8K +2,335 New
PWMG
1023
Prestige Wealth Management Group
New Jersey
$18K +$21.4K +2,398 New
BCA
1024
Berman Capital Advisors
Georgia
$18K +$21.6K +2,423 New
SFG
1025
SevenBridge Financial Group
Pennsylvania
$17K -$28.6K -3,204 -59%
39 40
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