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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1051
Concord Wealth Partners
Virginia
$114K +$33.5K +2,931 +46%
AIC
1052
Archer Investment Corporation
Indiana
$113K – – –
ADL
1053
Asset Dedication LLC
California
$113K -$160 -14 -0.2%
CFN
1054
Cordasco Financial Network
Florida
$113K +$34.3K +3,000 +48%
NFSG
1055
Newbridge Financial Services Group
Florida
$111K +$41.2K +3,600 +66%
SIM
1056
Sonora Investment Management
Arizona
$109K -$11.8K -1,030 -10%
CI
1057
CX Institutional
Indiana
$108K -$35.2K -3,079 -26%
APP
1058
Alpha Paradigm Partners
Illinois
$105K -$211K -18,399 -68%
PWA
1059
Phoenix Wealth Advisors
North Carolina
$105K – – –
MCC
1060
Money Concepts Capital
Florida
$104K – – –
CH
1061
Canton Hathaway
Rhode Island
$102K +$8.58K +750 +10%
WWMSC
1062
Wagner Wealth Management (South Carolina)
South Carolina
$102K +$95.5K +8,350 New
EIP
1063
Ellis Investment Partners
Pennsylvania
$97K – – –
MWP
1064
Meridian Wealth Partners
Pennsylvania
$95K +$24.9K +2,176 +39%
TW
1065
TrinityPoint Wealth
Connecticut
$88K +$82.6K +7,220 New
ACA
1066
Atlas Capital Advisors
Wyoming
$86.8K +$23.2K +2,029 +40%
SIS
1067
Sound Income Strategies
Florida
$86.3K -$13.6K -1,188 -14%
RIM
1068
Rockbridge Investment Management
New York
$86K -$57K -4,984 -42%
CL
1069
COWA LLC
Oklahoma
$86K +$4.58K +400 +6%
AWM
1070
AllSquare Wealth Management
New York
$85K +$36.6K +3,200 +86%
SFSIG
1071
San Francisco Sentry Investment Group
California
$84K +$1.78K +156 +2%
GG
1072
Gleason Group
Kentucky
$84K +$48.5K +4,235 +161%
TPCW
1073
TD Private Client Wealth
New York
$83.6K +$847 +74 +1%
FWM
1074
Focused Wealth Management
New York
$83K +$1.51K +132 +2%
FP
1075
Financial Perspectives
Minnesota
$82.5K – – –
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