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Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
1126
Adirondack Trust Company
New York
$120K +$11.6K +850 +14%
AIC
1127
Archer Investment Corporation
Indiana
$117K -$13.6K -1,000 -11%
HWA
1128
Heritage Wealth Advisors
Virginia
$115K +$68 +5 +0.1%
SOW
1129
State of Wyoming
Wyoming
$114K -$80.2K -5,894 -42%
LSPW
1130
Lake Street Private Wealth
Illinois
$109K +$105K +7,692 New
PWA
1131
Phoenix Wealth Advisors
North Carolina
$108K -$13.6K -1,000 -12%
TPCW
1132
TD Private Client Wealth
New York
$108K +$10.8K +796 +12%
DOA
1133
D'Orazio & Associates
Virginia
$106K +$22.1K +1,626 +28%
FWM
1134
Focused Wealth Management
New York
$105K +$8.16K +600 +9%
SIM
1135
Sonora Investment Management
Arizona
$105K +$31.7K +2,332 +46%
IFAM
1136
Institutional & Family Asset Management
Colorado
$103K -$58.5K -4,300 -37%
EDRH
1137
Edmond de Rothschild Holding
Switzerland
$102K +$98.1K +7,210 New
ACA
1138
Atlas Capital Advisors
Wyoming
$101K -$7.48K -550 -7%
FP
1139
Financial Perspectives
Minnesota
$99K +$2.08K +153 +2%
AWM
1140
AllSquare Wealth Management
New York
$98K -$10.9K -800 -10%
LWM
1141
Liberty Wealth Management
California
$94K – – –
LWCFA
1142
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$93K +$11.6K +855 +15%
CCA
1143
Catalyst Capital Advisors
New York
$88K – – –
TCWM
1144
Total Clarity Wealth Management
Illinois
$85K +$81.3K +5,980 New
HCM
1145
Highlander Capital Management
New Jersey
$84K +$1.36K +100 +2%
AWM
1146
Accel Wealth Management
Iowa
$83K +$1.2K +88 +2%
SFP
1147
Sterling Financial Planning
New Jersey
$83K +$13.9K +1,021 +21%
PFBT
1148
Parkside Financial Bank & Trust
Missouri
$81K -$12K -885 -13%
CHA
1149
Carmichael Hill & Associates
Maryland
$79K -$1.11K -82 -1%
POIA
1150
Pin Oak Investment Advisors
Texas
$79K – – –
44 45
46
47 48