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Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
1201
Destiny Wealth Partners
Florida
$48K +$46.1K +3,389 New
WBC
1202
West Branch Capital
Massachusetts
$47K – – –
CHC
1203
City Holding Co
West Virginia
$45K – – –
SAM
1204
S.A. Mason
Michigan
$45K – – –
EL
1205
EMFO LLC
Florida
$44K +$1.36K +100 +3%
MHR
1206
Matthew Hamilton Rosenberg
$44K +$3.67K +270 +10%
AW
1207
Avion Wealth
Texas
$43K – – –
AFG
1208
Albion Financial Group
Utah
$42K – – –
CAM
1209
Costello Asset Management
Pennsylvania
$42K – – –
RIA
1210
RPG Investment Advisory
California
$42K – – –
PFA
1211
Professional Financial Advisors
Nebraska
$42K +$1.36K +100 +3%
AWM
1212
Activest Wealth Management
Florida
$42K +$1.9K +140 +5%
PCFFS
1213
Pacific Center for Financial Services
California
$42K +$2.15K +158 +6%
HI
1214
Hudock Inc
Pennsylvania
$42K +$4.45K +327 +12%
FPS
1215
Fieldpoint Private Securities
Connecticut
$42K +$6.17K +454 +18%
FCMT
1216
Founders Capital Management (Texas)
Texas
$42K +$13.6K +1,000 +50%
GLLW
1217
Graves Light Lenhart Wealth
Virginia
$41K – – –
FFA
1218
Freedman Financial Associates
Massachusetts
$39K – – –
MUMSS
1219
Mitsubishi UFJ Morgan Stanley Securities
Japan
$39K +$37.8K +2,780 New
CCM
1220
Covington Capital Management
California
$38K – – –
RIM
1221
Rockbridge Investment Management
New York
$38K – – –
WLPWM
1222
Walled Lake Planning & Wealth Management
Illinois
$38K – – –
GWMIA
1223
Global Wealth Management Investment Advisory
Florida
$38K +$5.6K +412 +18%
ODG
1224
O'Dell Group
Ohio
$38K +$36.5K +2,683 New
LWA
1225
Lenox Wealth Advisors
New York
$37K -$1.66K -122 -4%
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